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Expat Wealth Management

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Passive Foreign Investment Company
Expat Taxes | Expat Wealth Management

Passive Foreign Investment Company | Practical Info You Need To Know

ByRandall Brody June 15, 2024October 3, 2024

Many portions of the U.S. tax code contain confusing and sometimes harsh rulings. The rules for passive foreign investment companies (PFIC) are incomparable in…

Read More Passive Foreign Investment Company | Practical Info You Need To KnowContinue

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Expat Taxes | Expat Wealth Management

7 Smart Tax-Saving Strategies for High-Income Earner Expats

ByRandall Brody April 4, 2024October 3, 2024

Earning a high income has advantages, but it can also put you in a higher tax bracket. This means the government takes more of…

Read More 7 Smart Tax-Saving Strategies for High-Income Earner ExpatsContinue

Expat Taxes | Expat Wealth Management | Retirement Abroad

Unemployed? 5 Things You Need To Know Before Cashing Out 401(K) Early 

ByRandall Brody February 2, 2024October 5, 2024

Here’s one of the most frequently asked questions I receive about 401(K) withdrawal. ”I recently lost my job, and unfortunately, I don’t have an…

Read More Unemployed? 5 Things You Need To Know Before Cashing Out 401(K) Early Continue

How Does Your Credit Score Affect Your Taxes?
Expat Taxes | Expat Wealth Management

Does Your Credit Score Affect Your Taxes? 5 Important Things Expats Need to Know

ByRandall Brody June 13, 2022October 5, 2024

This article will explain the relationship between your taxes and credit score, including how the former may impact the latter – or vice-versa.

Read More Does Your Credit Score Affect Your Taxes? 5 Important Things Expats Need to KnowContinue

Taxation of Cryptocurrency: A Guide for Beginners
Expat Self-Employment Taxes | Expat Taxes | Expat Wealth Management

Taxation of Cryptocurrency: Here is the Ultimate Guide for Expats

ByRandall Brody June 2, 2022October 5, 2024

The Internal Revenue Service (IRS) already has its eyes on cryptocurrency, and according to them, virtual currency is taxable. Learn more about cryptocurrency tax in the infographic and article below.

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Expat Business Taxes | Expat Wealth Management

A Primer on How to Invest as an Expat in a Foreign Country

ByRandall Brody January 5, 2022October 5, 2024

Investing can be complicated, especially for U.S. expats. Learn more about the ways on how you can effectively manage foreign investments in this article.

Read More A Primer on How to Invest as an Expat in a Foreign CountryContinue

Shell Company
Expat Tax Country Posts | Expat Wealth Management

The Truth About Panama Papers Shell Company I What You Need To Know

ByRandall Brody November 23, 2021September 24, 2024

Wonder About A Shell Company In light of the recent scandals, you might be wondering yourself if your name came up on the list…

Read More The Truth About Panama Papers Shell Company I What You Need To KnowContinue

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Expat Business Taxes | Expat Taxes | Expat Wealth Management

Everything Expats Need to Know About PFIC’s

ByRandall Brody July 27, 2021October 6, 2024

Are you an American expat living or working abroad? You’d want to know about what PFIC is and everything it entails before you purchase shares in a foreign-based corporation.

Read More Everything Expats Need to Know About PFIC’sContinue

Form 8621
Expat Business Taxes | Expat Tax Forms | Expat Wealth Management

Form 8621 Filing (PFIC) – Practical Information For Expats

ByRandall Brody February 22, 2021October 7, 2024

Form 8621 Purpose A U.S. person that is a direct or indirect shareholder of a passive foreign investment company (PFIC) or qualified electing fund…

Read More Form 8621 Filing (PFIC) – Practical Information For ExpatsContinue

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Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.

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What You’ll Do:

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About Us:

Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.

Position Summary

The Client Transformation Success Manager plays a key role in delivering exceptional client experiences by building strong relationships and offering value-driven tax advisory and financial planning. This role ensures clients receive proactive, strategic guidance to achieve long-term financial success.

What You’ll Do:

  • Serve as the central point of contact for clients, building trust and fostering meaningful, long-term relationships.
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Why Join Us?

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Qualifications, Skills, and Core Competencies

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  • About Us
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