Topic library
Compliance
17 resources covering compliance for Americans living or filing abroad.
Blog
2026年9月22日Haven't Filed US Taxes in 10+ Years While Living Abroad? Read This Before You File Anything
A decade or more of unfiled U.S. returns is usually several problems wearing one coat. Learn what the IRS can already see, which years may not even have required a return, and why the order you file in matters more than filing fast.
Blog
2026年9月5日Missed U.S. Tax Filings Abroad? Start With Your Filing History
Organize missing U.S. returns, foreign-account reports and records by year before discussing a suitable catch-up filing scope.
Blog
2026年8月5日Foreign Address Changes and U.S. Tax Notices
A records-first guide to foreign address changes and u.s. tax notices, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Blog
2026年8月5日How Foreign Currency Conversion Affects Your Return
A records-first guide to how foreign currency conversion affects your return, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Blog
2026年8月5日How to Respond to an IRS Notice From Abroad
A records-first guide to how to respond to an irs notice from abroad, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Blog
2026年8月5日The Expat Tax Records Retention Checklist
A records-first guide to the expat tax records retention checklist, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Blog
2026年7月31日Accidental American Tax Filing Requirements: FBAR, FATCA, and Catch-Up Options
Use this accidental-American tax filing checklist to separate FBAR, FATCA, income-tax, and catch-up requirements before considering renunciation.
Blog
2026年7月30日Do I Report Closed Foreign Accounts on the FBAR?
A foreign account closed during the year can still be relevant to the year's FBAR analysis because the filing test uses maximum values during the calendar year rather than only year-end balances. Learn the rules for reporting closed accounts.
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2026年7月30日FBAR Signature Authority: When You Must Report Accounts You Don't Own
Signature authority on foreign business accounts, family accounts, or employer accounts creates FBAR filing obligations even if you don't own the funds. Learn the rules and exceptions.
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2026年7月30日Form 5471 Filing Categories: 1–5 Comparison & Examples
Compare Form 5471 filing categories, ownership triggers and schedule requirements, with hypothetical examples and links to the applicable IRS instructions.
Blog
2026年3月16日FBAR Late Filing and Reasonable Cause: Current Options for 2026
Missed an FBAR? There is no official amnesty. How reasonable cause, delinquent submission and streamlined procedures compare — and which one fits.
Blog
2026年2月26日Missed FBARs for Years? Where to Start Before Filing
Missed years of FBARs? Separate account reports from tax returns, gather the right records, and understand why filing years and penalty treatment depend on your facts.
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2026年2月26日FBAR Deadline 2026: April 15 (Auto-Extended to October 15)
The 2026 FBAR deadline is April 15 with an automatic extension to October 15 — no form required. $10,000 threshold, penalties, and how to catch up.
Blog
2026年2月9日FATCA Requirements for Americans Abroad: 2026 Guide
Form 8938 can require Americans abroad to report specified foreign financial assets when the applicable filing threshold is exceeded. Learn how the foreign-resident thresholds, asset rules, and FBAR differences work.
Blog
2026年2月9日FBAR vs FATCA: Differences & Do You Need Both?
FBAR and FATCA are separate U.S. reporting systems. FBAR tests reportable foreign financial accounts; FATCA (Form 8938) tests specified foreign financial assets. Learn how they differ and where the full comparison lives.
Blog
2026年2月5日FBAR Requirements for Americans Abroad: The $10,000 Rule
Check the FBAR $10,000 aggregate threshold, reportable accounts, filing dates and records. Find guidance for joint, closed, business and missing-year reports.
Blog
2026年1月27日7 Common Tax Mistakes Americans in Ecuador Make
Avoid these costly errors. The most common U.S. tax mistakes made by Americans living in Ecuador—and how to fix them.