EXPAT RETIREES

You have done it!  After many years of working, earning, saving and investing you are ready for a new adventure.  Whether you are seeking a change in culture, food, pace, weather, learning new languages, etc.  you probably had not stopped to consider how a move might affect your tax situation.  We will help you simplify and stay compliant with any and all US tax obligations.   For our expat retiree clients we look at:

• FTC (Foreign Tax Credit) eligibility and applicability
• Breaking tax ties with your US state income tax
• Advise on the current year and expected ongoing FBAR and FATCA reporting requirements.
• Help locate and coordinate a tax professional(s) in foreign jurisdiction to understand your obligations