Blog
Educational U.S. tax articles for Americans living abroad, including FBAR, FATCA, and Foreign Earned Income Exclusion topics.
284 resources found
Tax Strategy
Foreign pensions that hold pooled investments can create PFIC and trust-classification questions for U.S. taxpayers. Learn what to verify for UK SIPPs, Australian superannuation, Canadian RRSPs, and other retirement wrappers.
Tax Strategy
Use this practical checklist to screen for PFICs in a foreign investment portfolio. Learn the red flags, what documents to request, and what to ask before buying a foreign fund.
Tax Strategy
QEF and mark-to-market are different PFIC elections with different information and timing requirements. Learn how each works, when a fund statement is needed, and what to verify before changing an election.
Tax Strategy
Complete guide to the FEIE Physical Presence Test. Learn how to count days, track travel, choose your 12-month period, and avoid disqualifying mistakes that cost you the Foreign Earned Income Exclusion.
Tax Strategy
UK Self-Invested Personal Pensions can create U.S. treaty, trust, retirement, and PFIC questions. Learn what to document and how to review a SIPP without assuming that one filing position applies to every plan.
Tax Strategy
Malta, Cyprus and others offer tax residency with minimal presence — and the IRS form most expats forget that decides your FEIE eligibility.
Tax Strategy
The Foreign Earned Income Exclusion caps at $130K. If you earn more, here's how relocating to Ecuador affects your US tax bill — and which visa gets you there.
Tax Strategy
Most LLC owners who move abroad have never heard of the Foreign Earned Income Exclusion. How it works, what it saves, and why self-employment tax is the catch.
Tax Strategy
Living abroad and paying US tax without the FEIE? You may be able to amend prior returns. Learn the Form 1040-X deadline, Form 2555 workflow, documentation, and limits on any refund claim.
Free inquiry · Written scope
These answers cover the factors that usually determine your filing path: income, foreign accounts, forms, deadlines, and scope.