News & Updates

NEWSLETTER ARCHIVES

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Client Tax Letter – January, February, March 2015 – Deductions for dining out, Grandparent Aid for College Costs, Tax-Free Income from renting your home, Deducting foreign business travel and more.

Client Tax Letter – October, November, December 2016 – Year-end tax planning for deductions, retirement tax planning, business tax planning and more.

Client Tax Letter – July, August, September 2017 – Year-end tax planning for deductions, retirement tax planning, business tax planning and more.

Client Tax Letter – October, November, December 2017 – Year-end tax planning for investors, retirement tax planning, charitable donations and more.

Client Tax Letter – January, February, March 2018 – True tax rates, Retirement Contributions, Medical deductions, Tax Deduction for Pass Through Entities and more.

Client Tax Letter – July, August, September 2018 – Solving the Annuity Puzzle, New Tax Law Will Change Divorce Tactics, No Tax Deductions for Business Entertaining, Two Five-Year Tests for Roth IRAs, Insuring Key People at Small Companies.

News, Updates and Tax Advice

Tax Saving and Planning Strategies from your Trusted Business Advisor
congress u.s. expats passport expattax.services
23
Nov

Congress to U.S. Citizens: Pay Your Income Tax or Forfeit Your Passport

Congress to U.S. Citizens: Pay Your Income Tax or Forfeit Your Passport A common question from the EXPAT community is what happens if I do not pay my US Taxes? Well for the first time, in addition to facing various IRS actions, a US Citizen could lose their US Passport and their ability to travel...
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23
Nov

IRS Simplifies Entering the New Streamlined Filing Program

IRS Simplifies Entering the New Streamlined Filing Program We get new clients every week who have been living outside the US and are not filing their U.S. Income Tax Returns as required. Up until the Fall of 2012 we did not have much good news to tell these people. But in the Fall of 2012...
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19
Nov

5 Money Moves to Make In September

September is a month that marks many endings and many beginnings. Summer ends as the warm weather starts to fade away. Kids are heading back to school to meet new teachers and prepare for a new year. From a financial perspective, September is also a great time for a quick reboot of your financial mind-set....
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rules improve financial health tips matthew guay expattax.services
18
Nov

Five Rules To Improve Your Financial Health

The Term “personal finance” refers to how you manage your money and how you plan for your future. All of your financial decisions and activities have an effect on your financial health now and in the future. We are often guided by specific rules of thumb – such as “don’t buy a house that costs...
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streamlined expat tax filing IRS
13
Nov

Streamlined Disclosure Program Won’t Continue Indefinitely

Streamlined Disclosure Program Won’t Continue Indefinitely A streamlined version of the Offshore Voluntary Disclosure Program, designed to bring taxpayers with unreported assets overseas into tax compliance, will end after the IRS determines there’s no way a taxpayer who wanted to participate couldn’t have heard about the process, Commissioner John Koskinen said. “At some point, we...
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Missed the June Deadline to File
31
Aug

Missed the June Deadline? There’s Still Time to File

If you missed the June Deadline, Don’t Worry! There’s still time to file – We can Help. The June 15th expat tax deadline has passed, but it’s never too late to file your expat taxes! Whether you’re behind on filing this year or several years, we’re here to help and can explore your options together....
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22
Aug

Brexit – Our Perspective

Brexit – Our Perspective Britain’s decision to exit the European Union has brought with it all the expected trappings of a significant news event – projections of crazy market volatility, wild headlines and a fair dose of uncertainty about the long-term impact on the global economy and our individual financial lives here at home. Many...
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