Consultation
Receiving a Gift from Foreign Parents: What to Clarify First
Receiving money from parents abroad? Gather donor status, recipient details and transfer facts before discussing Form 3520 review or preparation.
2026年8月5日3 min read
阅读文章 博客
博客 | 海外侨民税务提示与指南
面向海外美国人的美国税务教育文章，包括FBAR、FATCA和海外所得排除主题。
283 项资源
Foreign assets
Foreign Life Insurance and U.S. Tax Reporting: Cash Value, PFIC, Trust, and Policy Transactions
How a foreign life-insurance or annuity contract can raise separate U.S. questions about section 7702 treatment, cash value, Form 8938, FBAR, PFICs, foreign trusts, surrender, loans, and death benefits—without assuming the product label decides the result.
2026年8月5日11 min read
阅读文章 PFIC
Foreign Mutual Funds: A Document Request Checklist
A records-first guide to foreign mutual funds: a document request checklist, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
2026年8月5日9 min read
阅读文章 Foreign pensions
Foreign Pension Reporting: UK SIPP, Super, and RRSP
A records-first guide to foreign pension reporting: uk sipp, super, and rrsp, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
2026年8月5日10 min read
阅读文章 Treaties
Foreign Pension Treaty Articles: How to Read Them
A records-first guide to foreign pension treaty articles: how to read them, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
2026年8月5日10 min read
阅读文章 Foreign pensions
Foreign Pensions: UK SIPP, Australian Super, Canadian RRSP
A records-first guide to foreign pensions: uk sipp, australian super, canadian rrsp, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
2026年8月5日14 min read
阅读文章 Foreign assets
Foreign Real Estate Held Through an Entity
A decision-first guide to foreign real estate held through an entity. Establish who held title, classify the arrangement for U.S. tax purposes, separate rent, property sale, and entity-interest sale, then test Form 8938, FBAR, Form 5471, Form 8858, Form 8865, Form 3520, income, and state reporting independently.
2026年8月5日13 min read
阅读文章 Rental income
Foreign Rental Property: U.S. Schedule E Records
A records-first guide to foreign rental property: u.s. schedule e records, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
2026年8月5日9 min read
阅读文章 Form 3520
Foreign Trust Distributions: Form 3520 Workpapers
A records-first guide to foreign trust distributions: form 3520 workpapers, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
2026年8月5日10 min read
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