Educational Materials for Expats
Cash management decisions for expats
Gimme Some Truth Podcast with The Wolf Group This week on Gimme Some Truth for Expats, our expat advisors Syl Michelin and Stan Farmer were joined by special guest Mishkin Santa, a partner of the DC-based international accounting firm The...
Wind of Change – Will Portugal’s Struggle with its NHR Program’s Success Lead to Immigration Reform?
Heading into 2023, U.S. expat (and other country expat) immigration to Portugal was on an absolute tear. Over the past several years, Portugal has morphed from a popular choice for British retirees (pensioners) to retire and live in or near the southern coastal region of the Algarve into a country whose resort and urban areas have all been infiltrated by a massive influx of foreign immigrants, both working and retired.
In Europe, succession planning can be a very different concept than what Americans are used to at home. In the U.S., we are almost entirely free to dispose of our estates as we please. This includes the ability to transfer everything to a friend, a trust, or to a charity upon death. In European countries apply a range of forced heirship rules, aimed at protecting specific heirs (usually children and blood relatives).
For expats looking to relocate to Europe, the typical destinations are usually Western European countries such as France, Portugal, and Spain. However, there are many hidden gems in Central and Eastern Europe that offer a unique blend: Old-world charm, rich...
Hundreds of thousands of Americans reside in the UK. If you’re thinking of becoming one of them, you should keep these five items in mind.
For the majority of expats, claiming the FEIE each year will absolutely be the right thing to do. However, in this article I will consider some of the drawbacks of using the FEIE, and consider instances where claiming the FEIE may actually have hidden costs.
Thinking of renouncing your American citizenship? Consider these financial implications before expatriation.
Stan Farmer compares the relatively new tax programs in Italy and Greece with Portugal’s Non-Habitual Residence (NHR) program.
Many market commentators are predicting a recession in 2023. Syl Michelin, CFA, takes a deeper dive into the data to examine that sentiment.
One of the challenges for expats that leave the United States and want to invest elsewhere is that the traditional investment options available to them may not be able to be purchased. As a result, there are some custodians in our experience that are more friendly than others. Some expats believe that they can just use a P.O. Box or a friend’s address, but in many cases, it is not that simple!
Tax loss harvesting is selling investments at a loss to help with tax reduction. But how does it apply to Americans living outside the U.S.?
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