Financial insights for U.S. Expats living and working in Europe.
Understanding the Final Pillar of the Swiss Pension System: Pillar 3a and 3b
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.
2024 US Tax Planning for Expats
The 2024 US tax season officially opened on January 29, 2024. Are you ready? Review key pointers to keep yourself organized and save time & money.
Pillar 1: A Deep Dive into the Swiss Pension System for American Expats
As the first of a three-part series, this article will dive into the first pillar of the Swiss pension system. See Pillar 2 and Pillar 3
What is Currency Risk (and How Can U.S. Expats Manage It?)
Expats have special considerations around foreign currency risk management due to their globally mobile lifestyle. In this article, we break down FX risk, addressing primary concerns and, broadly, how to navigate this complex landscape.
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.
2023 U.S. Expat Tax Organizer
Navigating the ins and outs of US tax filing while living abroad may seem like a daunting task, but fear not – we've got your back! Download our 2023 U.S. expat tax organizer to prepare for tax season.
The Complete Guide to Setting Up Your ID.me Account as an Expat
Establishing and effectively managing online accounts with the Internal Revenue Service (IRS) and the Social Security Administration (SSA) is fundamental to living abroad as an American. We cover how to use ID.me to make online access easier.
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.
Moving to Europe from the USA: What Americans 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.