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Expertise:
  • Exit tax planning
  • International business tax
  • Overseas tax obligations
  • Tax compliance for expats
Education:
  • Master's of Accounting, University of Kansas School of Business

Andrew Coleman is an accomplished Certified Public Accountant (CPA) with a Master's degree in Accounting from the University of Kansas School of Business. This educational background has provided him with a deep understanding of accounting principles and tax law, which he has utilized throughout his 15-year career as a tax professional. Specializing in expatriate taxation, Andrew has dedicated a significant portion of his career to assisting US expatriates with their tax preparation needs and has been a valuable member of the TFX team for over six years.

Originally from Kansas, Andrew has embraced the expat life himself and currently resides in Estonia with his family. This unique position as an expatriate has provided Andrew with invaluable insight into the challenges and intricacies faced by US citizens living abroad when it comes to tax compliance and financial planning. His first-hand experience enhances his ability to provide clients with tailored advice to ensure they effectively and efficiently navigate the complexities of US tax obligations.

Andrew's journey from the heartland of the United States to the cobblestone streets of Estonia reflects his adventurous spirit and commitment to embracing global opportunities. This move has not only enriched his personal life but has also broadened his professional perspective, allowing him to specialize in a niche but critical area of tax law.

As a member of the TFX team for over six years, Andrew uses his expertise, educational background, and personal experience to provide exceptional tax services to expatriates, ensuring that they remain compliant with US tax laws while making the most of their international living situation. His dedication to his clients and his craft make him a valuable asset to both the expatriate community and the field of taxation.

Articles

U.S Tax Impact from portability between non-US retirement plans

Transfer of funds from one pension plan to another may be treated a taxable event in the US (there is no official document to substantiate the tax exemption). Introduction Many Americans are working abro...

How You Are Affected by the Affordable Healthcare Act as a US Expat

For the first time, United States Citizens are obligated to report information regarding health care coverage as well as their eligibility on their US income tax return. This is all because of the ACA (Affordable Care Ac...

NATO Personnel & US Tax

Ottawa Agreement & US Tax Ottawa Agreement outlines taxation for NATO Personnel. However, this is mostly in the eyes of the 'host country'. For US persons, NATO Compensation is not exempt from U.S. Tax (except for Combat service) The agreement provides tax exemption from the host country...

Tax Reform for Individuals With Foreign Corporations - Extended Effect of Sec 962 Election

What does Sec 962 mean for U.S. owners of foreign-controlled corporations (CFC)? The cornerstone of Tax Reform 2017 in the area of international taxes is the imposition of Transition t...

Are You Required to Submit a 2018 Tax Return?

Tax season is open, and the IRS estimates it will process almost 155 million tax returns from individuals during the 2018 tax season. So the question is, are you required to file a tax return? The tax system requires that income be reported for the previous year, so in 2018 you will report your income and deductions from the 2017 tax ye...

Foreign Earned Income Exclusion Denied - Case Study

Interpretation of the Foreign Earned Income Exclusion A tax court recently found that a contractor of Korean Air could not claim the foreign earned income exclusion. ...