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Financial insights for U.S. Expats living and working in Europe.

Give More In 2023: #5 Reasons to consider charitable giving as part of your year-end tax planning

Give More In 2023: #5 Reasons to consider charitable giving as part of your year-end tax planning

Giving while receiving. Tax benefits can make for tax-savvy planning, even for US expats.

Foreign Earned Income Exclusion vs. Foreign Tax Credit: Best Option for U.S. Expats

Foreign Earned Income Exclusion vs. Foreign Tax Credit: Best Option for U.S. Expats

Which IRS Tax Provision is Best for Expats? For US expats, avoiding double taxation on worldwide income begins with understanding two pivotal IRS tax provisions: the Foreign Earned Income Exclusion (FEIE) and the Foreign Tax Credit (FTC). This piece dives into the differences between the FEIE and FTC. Understanding these two concepts is a critical task for U.S. citizens living in a foreign country because how the provisions are applied directly impacts the efficacy of an expat tax return.

What is Net Investment Income Tax? (And Can Expats Avoid It?)

What is Net Investment Income Tax? (And Can Expats Avoid It?)

In this article, we define the types of income that qualify as net investment income (NII) and break out the qualifying income thresholds based on filing status. We also present a high-level overview of strategies that may be used to mitigate NIIT and answer a few common questions. Updated November 2023!

Moving to Europe from the USA: What US Taxpayers Need to Know

Moving to Europe from the USA: What US Taxpayers Need to Know

An overview of the essentials for those moving to Europe from the US covering: employment & visas, obtaining EU citizenship, family considerations, banking & financial services, insurance, and tax and financial planning.

Explaining Inflation February 2023

Explaining Inflation February 2023

Inflation has been in the news for much of the last year, and current inflation levels aren’t something most current investors have previously experienced. Let’s explore some of the basics of inflation and provide some outlook based on current conditions.

Pillar 2: A Deep Dive into the Swiss Pension System for American Expats

Pillar 2: A Deep Dive into the Swiss Pension System for American Expats

As the second of a three-part series, this article will dive into the first pillar of the Swiss pension system. See Pillar 1 and Pillar 3.

Pillar 3: A Deep Dive into the Swiss Pension System for American Expats

Pillar 3: A Deep Dive into the Swiss Pension System for American Expats

As the third of a three-part series, this article will dive into the first pillar of the Swiss pension system. See Pillar 1 and Pillar 2.

8 Tips to prepare for the 2023 Tax Season

8 Tips to prepare for the 2023 Tax Season

Let's Get Ready to Rumble! The 2023 US tax season officially opens on January 23, 2023. Are you ready? Follow these 8 steps to keep yourself organized and save time & money.

End of Year Tax Planning for US Expats

End of Year Tax Planning for US Expats

End-of-year tax planning can be especially important for U.S. expats, as they may have additional tax considerations to take into account. Here are a few steps that U.S. expats can consider as part of their end-of-year tax planning


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