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Expats and cross-border

10 moments for expats and cross-border families.

Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.

  1. Moving to the US

    “Moving to the US? Your accounts back home may need US reporting.”
    Ringtone
    A green card
    What's at stake
    FBAR and FATCA rules.
  2. US citizen moving abroad

    “US citizen moving abroad? You still file US taxes.”
    Ringtone
    A foreign job offer
    What's at stake
    Citizenship-based taxation.
  3. Foreign pension

    “Have a pension from another country? The US may tax it differently.”
    Ringtone
    A foreign pension statement
    What's at stake
    Treaties and reporting.
  4. PFIC trap

    “Holding foreign mutual funds as a US person? The tax can be brutal.”
    Ringtone
    A foreign brokerage statement
    What's at stake
    PFIC rules.
  5. Non-citizen spouse

    “Married to a non-citizen? Estate and gift rules are different.”
    Ringtone
    A marriage certificate
    What's at stake
    Marital deduction limits.
  6. Buying property abroad

    “Buying a home abroad? Currency, taxes and reporting all apply.”
    Ringtone
    A foreign property deal
    What's at stake
    Foreign real estate.
  7. Returning to the US

    “Moving back to the US after years abroad? Plan your accounts before you land.”
    Ringtone
    The return flight
    What's at stake
    Re-entry planning.
  8. Retiring abroad

    “Retiring abroad? Social Security, Medicare and taxes travel differently.”
    Ringtone
    A retirement visa
    What's at stake
    Benefits abroad.
  9. Sending money home

    “Sending money to family abroad? Gifts over a limit need forms.”
    Ringtone
    A wire transfer
    What's at stake
    Gift reporting.
  10. Renouncing citizenship

    “Thinking about renouncing US citizenship? There may be an exit tax.”
    Ringtone
    A consulate appointment
    What's at stake
    Expatriation tax.

Make a video about one See advisors for expats and cross-border families

General education, not financial advice. Check rules and figures against current law before you publish.