10/05/2025
Millions of Americans living abroad face the burden of citizenship-based taxation (CBT), which requires them to file and often pay taxes on their worldwide income regardless of residency. The US is one of only two countries with such a system. Now, a proposed residence-based taxation (RBT) bill is sparking hope and debate among expats. What […]
11/17/2025
It’s a question that comes up for expats almost every year: “Should I choose the standard deduction or itemized deductions?” The answer — as with so many things in life — is “it depends.” But if you need help choosing between itemized deductions vs. the standard deduction, we’re here to help. While the standard deduction […]
11/17/2025
The US has tax treaties with dozens of different countries. If you live in one of those countries, it may be worth claiming the tax treaty’s benefits. Keep in mind, though, that each tax treaty is slightly different. As you can imagine, some US tax treaties are more advantageous than others. Below, we’ll give a […]
11/17/2025
After years of saving for retirement, if you hold qualified US retirement accounts, you’ll need to take required minimum distributions (RMDs) at some point. While the rules around RMDs and RMD taxation are complex — especially if you live outside of the United States — they’re also essential to understand when retirement planning in order […]
11/17/2025
At tech companies, startups, large publicly traded companies, and many other employers, incentive stock options (ISOs) are a common offering. If you’re a US expat with ISOs, you may stand to benefit financially from them in a significant way — especially if you keep ISO taxation in mind. The way the US taxes ISOs can […]
10/05/2025
Living and running a business abroad offers exciting opportunities, but it also brings unique challenges – especially when it comes to taxes. Understanding potential tax savings for business owners can be a game-changer, allowing American expats to reduce their U.S. tax burden by making smart financial decisions. Optimizing your salary is one of the most […]
11/17/2025
Did you know you and your dependents can expand your knowledge and gain job skills while reducing your tax bill? The IRS offers a couple of different continuing education tax benefits, which can help offset higher education expenses by decreasing your tax burden. In many cases, even Americans attending an educational institution abroad are eligible […]
07/04/2026
In recent years, Portugal and Spain have become popular retirement destinations. It’s easy to see why — both countries boast rich cultures, natural beauty, great weather, and dedicated retirement visas. But when it comes to deciding on Spain or Portugal for retirement, which option should US expats choose as their home country? To help you […]
11/17/2025
Starting a business overseas may seem daunting — but it can bring major benefits. For high-earning, self-employed American expats in particular, registering a US-based C corporation and a Controlled Foreign Corporation (CFC) can lead to major savings on their US tax bill. Before you rush to file your articles of incorporation, though, you’ll want to […]
11/17/2025
These 11 strategies can help you legally minimize your US tax liability, take advantage of foreign tax credits, and make the most of available deductions and exclusions.