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Expat Wealth Management

Home » Tax Samaritan Blog » Expat Wealth Management » Page 2
Expat Wealth Management | FATCA for Expats

Merrill Lynch Closing Brokerage Accounts for US Expats – Important Info Expats Need To Know

ByRandall Brody December 27, 2016October 7, 2024

Merrill Lynch has recently been sending letters to many of their US citizen clients living outside the USA saying that their accounts will be…

Read More Merrill Lynch Closing Brokerage Accounts for US Expats – Important Info Expats Need To KnowContinue

Expat Taxes | Expat Wealth Management

The Truth About Foreign Mutual Funds & Reasons Expats Should Avoid Them

ByRandall Brody September 13, 2016October 7, 2024

I recently co-authored an article with Michael J. DeBlis III, Esq., entitled, Understanding The PFIC Rules And The Implications of Owning Foreign Mutual Funds…

Read More The Truth About Foreign Mutual Funds & Reasons Expats Should Avoid ThemContinue

QEF
Expat Business Taxes | Expat Wealth Management

QEF (Qualifying Electing Fund) Election For PFIC

ByRandall Brody June 25, 2016October 9, 2024

Many banks, investment funds and information material tout a QEF election as the easy way out of escaping the default PFIC treatment. But, it…

Read More QEF (Qualifying Electing Fund) Election For PFICContinue

2015 Form 8621
Expat Business Taxes | Expat Tax Forms | Expat Wealth Management

IRS Form 8621 – WhatExpats Need To Know About This Complex Form

ByRandall Brody June 20, 2016October 9, 2024

2015 Form 8621 Changes There was only one change to the 2015 Form 8621that helps reduce duplicative reporting. A new checkbox has been added…

Read More IRS Form 8621 – WhatExpats Need To Know About This Complex FormContinue

Panama Papers
Expat Tax Country Posts | Expat Wealth Management

Panama Papers – Practical Info Expats Need To Know

ByRandall Brody May 4, 2016October 9, 2024

All the recent scandal about the Panama Papers and tax havens and shell companies bring to light the hornet’s nest that FATCA has been…

Read More Panama Papers – Practical Info Expats Need To KnowContinue

IRA Deduction
Expat Taxes | Expat Wealth Management | Retirement Abroad

IRA Deduction for Expats- See How To Save Money For Retirement

ByRandall Brody December 15, 2015October 9, 2024

Traditional IRA Deduction If you make contributions to a traditional IRA, you may be able to take an IRA deduction. The idea behind the…

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Save For Retirement
Expat Wealth Management

Planning to Save For Retirement Abroad

ByRandall Brody July 7, 2015October 9, 2024

Are you participating in an employer-sponsored retirement plan? If your company has one, consider yourself fortunate. But if you’ve been ignoring whatever your company…

Read More Planning to Save For Retirement AbroadContinue

SIMPLE IRA
Expat Self-Employment Taxes | Expat Wealth Management | Retirement Abroad

A SIMPLE IRA Retirement Plan for Self-Employed Expats

ByRandall Brody November 18, 2014October 9, 2024

SIMPLE IRA Plans – Easy To Set Up And Manage Of all the retirement plans available to small business owners, the SIMPLE IRA plan…

Read More A SIMPLE IRA Retirement Plan for Self-Employed ExpatsContinue

College Savings Plan
Expat Wealth Management

Benefits of a College Savings Plan – How to Save for College Tax-Free for Expats

ByRandall Brody September 10, 2014October 9, 2024

How To Save For College Tax-Free With A College Savings Plan According to a 2014 study published by the Federal Reserve Bank of San…

Read More Benefits of a College Savings Plan – How to Save for College Tax-Free 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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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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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:

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