Category: FATCA for Expats

If you’re approaching retirement, you might wonder how your pension and Social Security benefits will work together. You may have heard that your Social Security benefits could be reduced if you receive a…

US Taxpayers Living Abroad If you are a U.S. citizen or resident alien living abroad, the rules for filing income, estate, and gift tax returns and paying estimated tax are generally the same…

There is confusion for many U.S. taxpayers about the reporting requirements for foreign pension plans. The IRS has posted information regarding The Taxation of Foreign Pension and Annuity Distributions. But, the average taxpayer still has…

When multiple U.S. owners of an eligible foreign corporation (generally not a “per se” corporation) elect to treat the entity as a disregarded entity, the IRS will treat it as a foreign partnership.…

You’ve spent your career contributing to Social Security with every paycheck. But now, as you look toward retirement, you may be wondering: ‘’Can my non-U.S. spouse claim Social Security benefits?’’ This is a…

What is a W-9 Form? The IRS Form W-9, or  “Request for Taxpayer Identification Number and Certification,” is used by U.S. taxpayers to provide their correct Taxpayer Identification Number (TIN) to the person…

Tax information exchange involves sharing financial data between countries under treaties or bilateral agreements.  It plays a critical role in the global effort to enhance tax transparency and combat tax evasion. Through various…