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Latest News & Insights

Estate Planning

Estate Tax Changes: Why the New $15 Million Exemption Isn't the Whole Story for Families with $1M-$10M

The federal estate tax exemption is now $15 million per person. Learn what changed under OBBBA, what didn't, and why state taxes, foreign assets, portability, and non-US spouse rules still matter for families with $1M-$10M.

June 18, 2026

Repatriation

Returning to the UK from the US: Tax Guide, Exit Tax & 401(k) Rules (2026)

Moving back to the UK from the US is not straight forward. Avoid costly mistakes with US exit tax, UK residency timing, pension rules and cross-border tax planning.

March 25, 2026

Tax Compliance & Planning

Foreign Business Ownership and US Tax

A practical guide explaining how US tax rules apply to foreign business ownership for expats and international entrepreneurs, including income attribution, reporting obligations, and planning considerations.

January 20, 2026

Tax Compliance & Planning

Annuities Inside US Retirement Accounts

A practical guide for expats explaining how annuities inside U.S. retirement accounts work, including access limits, taxation abroad, rollover risks, and currency considerations.

January 20, 2026

Tax Compliance & Planning

Multi-Currency Planning for Global Americans

A detailed guide to multi-currency financial planning for global Americans, explaining currency risk, income and asset mismatches, retirement planning, and long-term wealth management across borders.

January 20, 2026

Tax Compliance & Planning

403(b), 457, and Government Retirement Plans for Expats

A practical guide to 403(b) and 457 retirement plans for expats, explaining rollover rules, access restrictions, withholding, and cross-border tax considerations for government and non-profit professionals living abroad.

January 20, 2026

Tax Compliance & Planning

401(k) Loans, Hardship Withdrawals, and Edge-Case Rules for Expats

A practical guide explaining how 401(k) loans, hardship withdrawals, and edge-case access rules apply to expats, including employer plan restrictions, tax treatment, withholding, and cross-border complications.

January 20, 2026

Tax Compliance & Planning

US Taxation of Foreign Real Estate

A practical guide explaining how U.S. tax rules apply to foreign real estate, including rental income, capital gains, currency effects, reporting obligations, and cross-border planning considerations for expats and globally mobile families.

January 20, 2026

Tax Compliance & Planning

US Social Security for Expats and Foreign Workers

A practical guide to US Social Security for expats and foreign workers. Learn how eligibility, credits, totalization agreements, overseas payments, and international tax rules work when your career spans multiple countries.

January 20, 2026

Tax Compliance & Planning

US Exit Tax and Green Card Relinquishment

A conceptual guide explaining how U.S. exit tax rules apply to long-term residents and green card holders, including covered expatriate criteria, residency thresholds, and long-term planning considerations.

January 20, 2026

Tax Compliance & Planning

Returning to the United States After Years Abroad

A practical guide explaining how U.S. tax residency, foreign income, assets, pensions, and reporting obligations are affected when individuals return to the United States after years abroad.

January 20, 2026

Tax Compliance & Planning

Foreign Trusts, Gifts, and Inheritances

A practical, SEC-compliant guide explaining how U.S. tax rules apply to foreign trusts, gifts, and inheritances - including reporting obligations, Forms 3520 and 3520-A, residency timing, trust classification, and common cross-border family scenarios.

January 20, 2026

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Latest News & Insights

Estate Tax Changes: Why the New $15 Million Exemption Isn't the Whole Story for Families with $1M-$10M

Returning to the UK from the US: Tax Guide, Exit Tax & 401(k) Rules (2026)

Foreign Business Ownership and US Tax

Annuities Inside US Retirement Accounts

Multi-Currency Planning for Global Americans

403(b), 457, and Government Retirement Plans for Expats

401(k) Loans, Hardship Withdrawals, and Edge-Case Rules for Expats

US Taxation of Foreign Real Estate

US Social Security for Expats and Foreign Workers

US Exit Tax and Green Card Relinquishment

Returning to the United States After Years Abroad

Foreign Trusts, Gifts, and Inheritances