Tag: American Expat

The PFIC Problem

Whether you are a young executive planning your first move overseas or a high-net-worth individual retiring in another country, there are many financial matters to consider when moving abroad. No matter how many years someone has spent outside the [...]

By |2019-08-14T19:46:08+00:00June 25th, 2019|Blog|Comments Off on The PFIC Problem

Investing as an American Expat

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 [...]

By |2019-08-15T20:48:25+00:00January 4th, 2019|Blog|Comments Off on Investing as an American Expat

American Expat: Brokerage Account Closures and Restrictions

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 [...]

By |2019-11-05T21:35:45+00:00October 4th, 2018|Blog|Comments Off on American Expat: Brokerage Account Closures and Restrictions