Financial insights for U.S. Expats living and working in Europe.
Strategic Expat Retirement Planning for US Pension Account Holders
Planning for retirement as a U.S. taxpayer comes with layered financial and cross-border considerations.
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International Estate Planning for Americans Living Abroad
US citizens residing in Europe must consider the potential for estate and inheritance tax exposure by both the European country as well as the United States. This means making a targeted evaluation between the US and the tax jurisdiction in which you reside, ideally hand-in-hand with a qualified professional who can help you design a custom plan for you and your future.
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IRS Proposal Would Boost Reporting Demands on Americans Abroad
Proposed IRS rules would significantly increase reporting demands for Americans abroad and require meticulous compliance and proactive management to avoid penalties and protect beneficiary interests, say Arielle Tucker of Connected Financial Planning and Duncan Teed of Tax Logicians.
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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.
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Final 2022 IRS Estimated Tax Payment Due January 17, 2023
The final 2022 IRS estimated tax payment is due on January 17, 2023
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