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Navigating international tax challenges is critical for today’s globally connected businesses and American expats. With frequent changes to tax laws, compliance requirements, and treaty frameworks, keeping abreast of cross-border developments is essential for optimizing after-tax results and reducing risks. This blog delivers timely updates, practical strategies, and expert insights—empowering expats and international professionals to stay informed, remain compliant, and make smart decisions for global growth and financial peace of mind.
Latest Tax Insights and Strategies
How U.S. Citizens Abroad Can Use Foreign Pension and Insurance Investment Products to Avoid the PFIC Trap—What to Watch For
U.S. citizens living outside the United States often encounter one of the most complex and punitive aspects of international tax: the...
Sep 17
Can U.S. Expats Use the New Car Loan Interest Deduction?
The One Big Beautiful Bill Act (OBBBA), signed into law in July 2025, introduced a host of new tax provisions, including a temporary...
Sep 13
Understanding the QEF Election for Passive Foreign Investment Companies (PFICs)
What Is a PFIC? A Passive Foreign Investment Company (PFIC) is a foreign corporation that meets either of the following tests: Income...
Sep 3
GILTI Is Out, Net CFC Tested Income (NCTI) Is In
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings sweeping changes to the U.S. international tax...
Aug 16
The Estate and Gift Tax Exemption Amounts Are Changing: What You Need to Know About the OBBBA
If you’re thinking about your legacy or planning to transfer wealth to your loved ones, you may have heard about the “One Big Beautiful...
Jul 8
House Passes Major Tax Overhaul Making 2017 TCJA Provisions Permanent
On July 3, the House narrowly passed a sweeping Republican-backed tax bill that cements most of the 2017 Tax Cuts and Jobs Act (TCJA)...
Jul 3
Understanding the Section 962 Election: A Tool for U.S. Individuals with Foreign Corporations
If you’re a U.S. taxpayer who owns or controls a foreign corporation, you may have heard about the Section 962 election. This provision...
Jun 17
The Future of the SALT Deduction Cap: Congressional Developments and Implications for High-Tax States
As 2025 unfolds, the fate of the state and local tax (SALT) deduction cap is a central issue in federal tax policy debates. The $10,000...
May 15
The Taxpayer Advocate Service: What It Is, Who Can Benefit, and How to Get Help
When dealing with the IRS, taxpayers sometimes encounter issues that are difficult to resolve through normal channels. Whether it’s a...
May 7
Changing a Tax Year End - What's to Know
Changing your business’s tax year end—also known as your annual accounting period—can be a strategic move, but it’s not as simple as...
Apr 23
New registration requirement for Snowbirds can impact US tax obligations
The new requirement for Canadian snowbirds to register in the U.S. primarily impacts their tax obligations by potentially subjecting them...
Mar 15
Snowbirds Beware: How Canadian Vacation Homeowners Can Face Unexpected U.S. Withholding Tax When Selling Their Property
Snowbirds might face unexpected US withholding taxes when selling their Florida home. As a Canadian snowbird, owning a vacation home in...
Mar 8
Owning a foreign company - what US taxpayers must keep in mind.
There are many tax implications for US persons purchasing a foreign business. In today's globalized economy, many U.S. persons are...
Mar 6
Congressional hopes for simplified tax filing rules for expats
Congressional Staffer reading through tax code. Recently Representative Darin LaHood (R-Ill.) introduced the Residence-Based Taxation for...
Feb 27
Filing extensions for Americans living abroad - What's to know?
For U.S. persons living abroad, it can sometimes make sense to request an extension to file their tax return. Understanding the rules...
Feb 21
What to Do If You’ve Made Errors in Depreciation Calculations on Past Tax Returns
Depreciation is a crucial aspect of tax planning for businesses and individuals with income-generating assets. However, mistakes in...
Feb 9
Self-employment tax and limited partnership exception: Tax Court rules again
In recent years, the IRS has won two key cases related to the Limited Partner Exception for self-employment taxes, with fund managers...
Jan 31
Is the small business deduction here to stay?
At the end of 2025, the 20% Small Business Deduction (also known as the 199A pass-through deduction) is scheduled to expire, potentially...
Jan 22
What to Expect from the New Congress on Tax Policy
After the Republican victory in the November 6 elections, tax code reforms are likely a high priority for the new Congress. House...
Jan 8
What is UNICAP and how does it affect small businesses?
For small business owners, navigating the intricacies of tax law can be a challenge, especially when it comes to understanding complex...
Jan 1
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