Plan B VISA Seeekers

We understand that many are concerned with the current stability of the US and regardless of where you fall on the political spectrum we can help you to understand how your choice of a plan B residency or citizenship could affect your US tax situation.  We will help you simplify and stay compliant with any and all US tax obligations.   For our plan B Visa seekers, we look at:

• FEIE (Foreign Earned Income Exclusion) or 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.
• Evaluate how your travel patterns can affect your obligations to other countries
• Educate about the importance of 183-day rules
• Most advantageous retirement contribution options
• Help locate and coordinate a tax professional(s) in foreign jurisdiction to understand your obligations