Reduce or Eliminate U.S. Taxation on Dividends and Interest While Residing in Puerto Rico.

Differences between capital gains, interest, and dividends—and how they are taxed, especially if you're considering a move to Puerto Rico

Explore the key tax considerations and strategies for expats this year.

The Foreign Housing Exclusion allows US expats to exclude certain housing expenses paid for with foreign-earned income...

Learn all about the special program designed for U.S. persons residing abroad who have failed to file their US taxes...

These are some of the strategies you can use, while living abroad, to contribute to this account effectively...

Do you have to file an FBAR? I breakdown the requirements here for you...

These changes can have a significant impact on your financial strategies, presenting both challenges and opportunities...

This method allows American Expats to exclude more than $100,000 of income from being taxed in the US

Guidance for U.S. expatriates and how they can use the FEIE method to reduce their student loan payments and ease their financial burden while living abroad.

Are 529 contributions tax-deductible, and how do the rules apply to U.S. expats?...

Step-by-step guide to help you become compliant with U.S. tax laws and gain peace of mind regarding your tax obligations...

Filing taxes as an expat can be specially complex, and if you miss the deadline, it can lead to various unique and hefty consequences, but you have options...

A breakdown of the minimum thresholds for filing taxes while you are working abroad

This form is used to report transactions with foreign trusts and the receipt of substantial foreign gifts or inheritances...

While it is separate from the US IRA system, Puerto Rico has its own IRA system that offers both standard and Roth plans...

There are seven income tax brackets at the federal level. What are they, how do they work, and how do they affect you...

The new year is here and with it come many easy legal things you can do to pay less in taxes...

Here I explain what a gross income means and how it relates to taxes

My tax tips for those of you that are your own boss!

Learn what an Opportunity Zone is, how to get the most out of your capital profits, and what type of investment activities are eligible

Look into what an S corporation is and how to qualify for the status

Millions of American families have received monthly advance Child Tax Credit payments...

Answering all your questions about the US Citizenship Renunciation process, including exit tax, and how to stop being subject to US taxation from abroad...

A guide on how Puerto Rico honors Roth IRA tax free withdrawals...

A self-employed expat or digital nomad will basically be subject to two forms of US taxation...

U.S. citizens and residents who own foreign companies: You must know about this form and understand its requirements

In this short blog post I explain to you what is Adjusted Gross Income (AGI)...

Follow these tips to make things a little easier for your tax return as an expat...

The Foreign Tax Credit is the primary provision that allows US citizens living abroad to avoid double taxation...

Learn about gross income and how it works...

Investments in virtual currencies have become more popular, and now investors are dealing with the tax compliance aspects of this new type of investment...

The most relevant tax considerations of a temporary or permanent transition to remote work from Puerto Rico...

Learn the Top 5 Strategies Successful People Use to Pay Less Taxes

Understand how the Foreign Earned Income Exclusion might be a beneficial option for you as a U.S. expats who has student loans...

The Foreign Account Tax Compliance Act (FATCA) forms an essential part of the U.S. efforts to combat tax evasion by U.S. persons ...

Will I be taxed on the money or asset I receive as a gift? Will I be taxed for giving money or assets?

Why and when should you file your tax return once the deadline has passed...

If you sent the IRS your bank information using the Non-Filers: Enter Payment Info Here and now need to file a 2019 tax return, you must amend your submission.

Things can get a bit more complicated when both you and your partner have similar roles on your dependent's life and support and you're not filing a joint return as a married couple... Learn your options!

The IRS said that it has issued all Economic Impact Payments for now, so if you were eligible but missed out on getting your payments: Read this post to know what you should do to claim them...

Quickly learn through this post what are the tax filing thresholds for the 2020 tax year, and check whether you have to file U.S. taxes based on your worldwide income and filing status...

How can you speak with a live person at the IRS? In this blog post I share 5 easy ways to get in contact with the IRS

Donations are oftentimes tax deductible and I want to explain to you briefly how you can get the most taxes benefits for the donations you make...

Here's a list of the key provisions of the new stimulus package...

Congressional leaders on Sunday reached a deal on a $900 billion COVID-19 economic relief package. Here’s everything you need to know...

If you're an American living oversees, you need to comply with these simple requirements to get your stimulus payment...

As an American living abroad, there may be more forms to file and more dates to remember than your tax teturn due date. To make sure you're right on track with your tax filing duties, be sure to add these US expat tax deadlines to your calendar every year!

Non-U.S. citizens who don’t qualify for a SSN, can use an Individual Taxpayer Identification Number (ITIN) to file their tax returns...