Andrew Coleman
- Exit tax planning
- International business tax
- Overseas tax obligations
- Tax compliance for expats
- Master's of Accounting, University of Kansas School of Business
Articles
W-8 vs. W-9: Which tax form do you actually need?
The world of taxation can often feel like a maze of letters and numbers. Among the most commonly encountered yet misunderstood forms are the W-8 and W-9. These forms play a crucial role in tax compliance for both US and non-US taxpayers. In this guide, we'll dissect the W-8 vs. W-9 puzzle, providing you with an in-depth un...
California exit tax: What you need to know before moving out
Are you considering leaving the Golden State? Before you pack your bags, understanding California's complex tax implications is crucial for a smooth transition. The proposed California exit tax has generated significant discussion among high-net-worth individuals and long-term residents planning their departure. In this comprehensive guide, w...
Tax implications of a foreign spouse of a US Citizen
If you are married to a non-American and you both live overseas, you may have wondered how this impacts your US tax filing situation, if at all. As with most concerns involving taxes, the more complicated they can make it, the better Congress likes it! This article will try to present your various tax obligations (and options) with regard to a no...
Why does the IRS say my information doesn't match? [The IRS, US expats, and the great mismatch mystery]
Understanding the mismatch mystery When you file your taxes as an expat, the IRS compares the information you provide with the data they have on file. If there are discrepancies, a mismatch is triggered, and you receive a notice from the IRS: "Your information doesn't match!" This can happen for vario...
The US expat's guide to dependent exemptions: Rules, benefits, and FAQs
What is a dependent? A dependent is someone who relies on you for financial support. This can include a child, a relative, or even a friend, as long as they meet certain criteria. In most cases a dependent can be either a qualifying child or a qualifying relative. A qualifying child must meet criteria such as being under the...
Form W-7: ITIN application guide
You can obtain an IRS individual taxpayer identification number (ITIN) by completing Form W-7. Using this form, you can also renew your ITIN. - IRS Understanding ITIN and its importance An ...