Most everyone would agree that owning international investments through a managed investment vehicle (e.g. ETF/Mutual Fund) within your...

Stock awards provide corporations a way to pay their executives based on company performance so their compensation aligns with the...

US citizens and U.S. permanent residents (green card holders) are considered tax residents of the U.S. regardless of whether they...

Many people want to be cross-border citizens—until they realize the tax implications. For US citizens in particular, tax residency rules...

Tax residency is a different type of residency than legal residency.

The US exit tax, which was signed into law by President George W. Bush in 2008 as part of the Heroes Earnings Assistance and Relief Tax...

The decision to become a US tax resident or to leave the US tax system is not one that should be taken lightly. Anytime a US citizen or...

Is expatriation on the rise? According to a 2020 report from the US Department of the Treasury, the answer is a resounding yes.

If you haven’t already, make sure to read our previous blog post titled “What Important Decisions Do Mixed Nationality Couples Need to...

Mixed nationality couples face a much more complex tax situation than couples who share the same nationality. And the decisions they make...

Mixed nationality couples with one US citizen spouse face tough financial decisions come tax time.

The most pressing financial challenges for mixed nationality couples revolve around tax planning.

There are five major weaknesses in the American financial system -- tax, healthcare, education, and the retirement system -- that expats...

The U.S. financial system offers three distinctive strengths that are key to understanding the benefits of American residency for expats...

International and cross-border financial planning is one of the most common yet least understood areas of professional expertise in...

Each type of client merits special attention and tailored advice.

Financial planning for the average client comes with its fair share of challenges—but tax, retirement and estate planning become all the...

Expatriates living in the U.S. and Americans abroad face different financial challenges from domestic U.S. resident citizens....

The forex market is the largest financial market in the world. It is open 24/7 and as such, exchange rates are constantly changing. An...

The Oxford English Dictionary defines residency as “the fact of living in a place.” As simple as this definition may be, the concept of...