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News & Insights

Read About The Latest News, Updates & Other Key Trends In Finance

Latest News & Insights

Tax Compliance & Planning

PFIC Rules for UCITS Funds: What US Tax Residents Need to Know in 2026

If you live in the US and still hold UK, Irish, or European UCITS funds, you may be subject to PFIC rules. Learn how Form 8621, QEF elections, mark-to-market treatment, and compliance requirements affect US tax residents in 2026.

June 25, 2026
2026
06
25
US Estate Tax

US Estate Tax When Your Spouse Isn't a US Citizen: 2026 Rules Explained

Married to a non-US citizen? Learn how US estate tax, QDOTs, gifting limits, treaty relief, and the 2026 estate tax rules affect mixed-nationality couples and cross-border families

June 25, 2026
2026
06
25
Tax Compliance & Planning

US Crypto Tax Reporting for Expats and Cross-Border Families: FBAR, FATCA & Form 1099-DA

Learn how US crypto tax reporting applies to expats and cross-border families. Understand FBAR, FATCA Form 8938, Form 1099-DA, foreign exchange accounts, staking income, DeFi activity, and estate planning considerations for digital assets in 2026.

June 24, 2026
2026
06
24
Lifestyle Financial Planning

Choosing a Cross-Border Financial Adviser: 10 Questions Every Expat Should Ask

Choosing a cross-border financial adviser? Discover the 10 essential questions every expat should ask about PFICs, tax treaties, foreign pensions, custody, fees, FBAR reporting, and international estate planning before making a decision.

June 24, 2026
2026
06
24
Lifestyle Financial Planning

US Property Tax for Non-US Citizens (2026): FIRPTA, $60,000 Estate Tax & Rental Rules Explained

A 2026 guide to US tax rules for non-US citizens buying property, including FIRPTA 15% withholding, $60,000 NRA estate tax exposure, §871(d) rental income election, and how ownership structures affect tax, reporting, and cross-border planning.

June 24, 2026
2026
06
24
Lifestyle Financial Planning

Europe Property Taxes for Americans: Ireland vs Portugal vs Spain vs Netherlands Compared

Compare property taxes in Europe for Americans buying in Ireland, Portugal, Spain, and the Netherlands. Learn purchase taxes, annual property taxes, capital gains, wealth taxes, and inheritance rules, plus how US tax reporting and foreign tax credits apply when owning or selling European real estate.

June 24, 2026
2026
06
24
Lifestyle Financial Planning

Buying Property in Switzerland as an American: Lex Koller, Taxes, and Cross-Border Wealth Rules

Buying property in Switzerland as an American involves strict Lex Koller restrictions, cantonal taxes, Eigenmietwert rules, and US IRS reporting obligations. This guide explains what you can legally buy, how Swiss taxation works, and how cross-border wealth rules impact ownership, income, and inheritance.

June 24, 2026
2026
06
24
Lifestyle Financial Planning

Americans Buying Property in the UK: The Complete Tax Guide (SDLT, IRS Rules & Estate Planning)

Buying property in the UK as a US citizen triggers tax obligations on both sides-from UK Stamp Duty Land Tax (SDLT) at purchase to US capital gains tax, rental income reporting, §121 relief, and cross-border estate tax planning. This guide explains how HMRC and IRS rules interact at every stage.

June 24, 2026
2026
06
24
Lifestyle Financial Planning

State Residency After Moving Abroad: California, New York and the Rules Expats Miss

Moving abroad doesn't automatically end state tax residency. Learn how California and New York determine residency, audit former residents, and the mistakes expats often miss.

June 24, 2026
2026
06
24
Lifestyle Financial Planning

What Long-Term Green Card Holders Should Understand Before Leaving the US: The §877A Exit-Tax Framework

Long-term green card holders who leave the US may face the §877A exit-tax regime. Learn the long-term resident rules, covered expatriate tests, Form 8854 requirements, and key planning considerations before surrendering a green card.

June 24, 2026
2026
06
24
Lifestyle Financial Planning

Returning to the US After Years Abroad? 6 Financial Mistakes to Avoid Before You Move Home

Planning a move back to the US after years abroad? Learn six common financial mistakes involving foreign pensions, PFICs, overseas property, FBAR reporting, and tax residency before you return.

June 23, 2026
2026
06
23
Lifestyle Financial Planning

FBAR and Form 8938 Rules for Americans Abroad (Thresholds, Accounts, Penalties Explained)

Understand FBAR vs Form 8938 rules for Americans abroad, including $10,000 FBAR threshold, FATCA Form 8938 requirements, reportable foreign accounts, pensions, insurance wrappers, and penalties for non-compliance.

June 23, 2026
2026
06
23
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