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Latest News & Insights

Tax Compliance & Planning

Capital Gains Tax for US Expats and Foreign Nationals

A practical, SEC-compliant guide explaining how U.S. capital gains tax works for expats and foreign nationals - including tax residency rules, timing considerations, treaties, FIRPTA real estate treatment, currency effects, and common cross-border scenarios.

January 20, 2026

Investments

PFICs Explained: A Practical Guide for U.S. Expats

A practical, SEC-compliant guide explaining PFIC rules for U.S. expats, including foreign fund considerations, tax implications, and cross-border planning factors. Slug: /pfic-guide-us-expats

December 16, 2025

Investments

How U.S. Expats Can Approach Investing While Living Overseas

A practical, SEC-compliant guide for U.S. expats on investing while living abroad, including PFIC considerations, U.S.-domiciled options, and cross-border planning.

December 16, 2025

Retirement Planning

Roth Conversions for U.S. Expats

A practical, SEC-compliant guide explaining how Roth conversions work for U.S. expats, including tax considerations, residency factors, and planning points in low- or no-tax jurisdictions.

December 16, 2025

US Estate Tax

U.S. Estate Tax Rules for Non-Residents

A practical, SEC-compliant guide explaining how U.S. estate tax applies to non-resident individuals, including the $60,000 threshold and treatment of U.S.-situs assets.

December 16, 2025

401(k)

Can Americans Living Abroad Contribute to a 401(k) or IRA?

A practical, SEC-compliant guide explaining 401(k), Traditional IRA, and Roth IRA contribution rules for U.S. expats, including earned income, FEIE, and FTC considerations.

December 16, 2025

Tax Compliance & Planning

Do the U.S. and UAE Have a Tax Treaty?

A practical, SEC-compliant guide explaining what tax agreements exist between the U.S. and UAE, how income is treated, and what American expats need to know.

December 16, 2025

Investments

Roth IRAs for Americans Living Abroad

A neutral, SEC-compliant guide explaining how Roth IRAs and conversions work for U.S. expats, including eligibility, tax considerations, and long-term planning factors.

December 16, 2025

Tax Compliance & Planning

U.S. Tax Rules for Foreign Investors

A practical, SEC-compliant guide explaining how the U.S. taxes foreign investors, expats, non-residents, and visa holders on dividends, gains, real estate, and global income.

December 15, 2025

401(k)

How to Manage 401(k)s, IRAs, and Investments When Your Life Moves Across Countries

A practical, SEC-compliant guide explaining how globally mobile U.S. individuals can manage 401(k)s, IRAs, and investments when moving between countries.

December 15, 2025

UK Pension Transfers

Can You Transfer a UK Pension to a U.S. 401(k)?

A practical, SEC-compliant guide explaining whether UK pensions can be transferred to U.S. 401(k)s, and what cross-border rules and considerations apply for U.S. expats.

December 15, 2025

401(k)

What Really Happens to Your 401(k) When You Move Abroad

A practical guide explaining how 401(k) plans function when Americans move abroad. Learn about provider policies, investment considerations, withholding rules, and available options.

December 15, 2025

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Latest News & Insights

Capital Gains Tax for US Expats and Foreign Nationals

PFICs Explained: A Practical Guide for U.S. Expats

How U.S. Expats Can Approach Investing While Living Overseas

Roth Conversions for U.S. Expats

U.S. Estate Tax Rules for Non-Residents

Can Americans Living Abroad Contribute to a 401(k) or IRA?

Do the U.S. and UAE Have a Tax Treaty?

Roth IRAs for Americans Living Abroad

U.S. Tax Rules for Foreign Investors

How to Manage 401(k)s, IRAs, and Investments When Your Life Moves Across Countries

Can You Transfer a UK Pension to a U.S. 401(k)?

What Really Happens to Your 401(k) When You Move Abroad