Reid Kopald

As an expat, it’s important that you familiarize yourself with some basic information about filing a tax return and reporting other information in the US. US Expats are not alone in their plight to file income taxes and report their worldwide income and assets. If you’re an expat who’s living in the United St...

Last year, the IRS proposed changes to an existing policy around US Gift Tax and Persons receiving gifts or bequests from a former US Person who is a ‘covered expatriate’. In September of last year (2015), the IRS issued an NPRM (Notice of Proposed Rulemaking) 112997-10.  This proposed change is in reference ...

Living overseas can affect the manner in which your Social Security payment amounts are calculated. When US Citizens decide to live as US Expats in another country, there are numerous factors of an overseas lifestyle which have an impact on how Social Security distributions are calculated.  In this piece, we ...

1. Is the pension of a UN retiree taxable in the United States? UN monthly pensions received by all U.S. citizens or resident aliens are always taxable wherever the UN retiree is living, in the U.S. or elsewhere.  Such UN pensions are also taxable for non-resident aliens who qualify as resident aliens, ...

You may be planning on retiring overseas and have concerns about how your income from various sources - once you live as a retiree abroad - will be taxed by the IRS. Are you planning on retiring abroad?  Do you have questions about how your income will be taxed by the United States?  This piece takes a look at different type...

With few exceptions, those who are working in Australia must maintain a superannuation fund. If you are an Expat who is at least 18 years old and living and working in Australia, you are required to make contributions to the Australian superannuation fund unless you have a certificate of coverage in place w...