
Planning your U.S. expat relocation? Use this essential tax checklist before moving abroad. Understand U.S. tax obligations, state tax residency, FBAR/FATCA, and key tax planning steps for leaving the U.S. tax compliant.
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Planning your U.S. expat relocation? Use this essential tax checklist before moving abroad. Understand U.S. tax obligations, state tax residency, FBAR/FATCA, and key tax planning steps for leaving the U.S. tax compliant.
Clarify the difference between FBAR and FATCA, understand U.S. foreign account reporting requirements for expats, who needs to file, what forms are required (FinCEN Form 114, Form 8938), and the severe penalties for non-compliance with offshore accounts rules.