In today’s interconnected world, cross-border estate planning is an important issue for global families. This is especially true when one or more individuals is a U.S. citizen or green card holder. A coordinated international [...]
When investing outside of the United States, U.S. taxable investors must now confront multiple new international tax laws. This includes the U.S. Foreign Account Tax Compliance Act (FATCA) law and the Organization for Economic [...]
Paying for college is one of the largest financial obligations for most parents. To make things more difficult, the cost of attending many public and private colleges has consistently increased at a rate above inflation for the past 30 [...]
American citizens living in the UK face a complex interaction of U.S. and UK tax law as applied to their investments and retirement savings. The U.S. government taxes American citizens on their worldwide income based upon citizenship rather than [...]
Increasingly, American citizens are moving overseas to advance their careers, to retire abroad, or for family reasons. Living in another country is exciting but brings forth many new challenges. This includes adapting not only to a new culture, but [...]
Round Table’s Frederic Behrens was recently quoted in US News & World Report discussing the hidden costs of retiring abroad. If you’re a US citizen looking to retire abroad, this article highlights some key points to address. Please reach out [...]
American citizens living abroad face many complicated investing and compliance issues. Careful attention must be paid to their selection of investments, filing a U.S. expat tax return, dealing with the Foreign Account Tax Compliance Act (FATCA), and understanding country [...]
