- Exit tax planning
- International business tax
- Overseas tax obligations
- Tax compliance for expats
- Master's of Accounting, University of Kansas School of Business
Articles
Understanding citizenship-based taxation: A guide for US expats
In the global landscape of taxation, most countries adopt a residency-based approach, taxing individuals based on where they live. However, the United States stands out with its citizenship-based taxation system. This means that US citizens are taxed on their worldwide income, regardless of where they reside. For American expa...
Top 11 common IRS audit triggers: A guide for US expats
For US expatriates, navigating the tax waters can be even more daunting than for stateside citizens. Understanding the common IRS audit triggers is essential in steering clear of tax woes. We have carefully compiled a list of 11 red flags that could prompt th...
Understanding the Jock Tax: What athletes and remote workers need to know
Professional athletes, entertainers, and even some remote workers often find themselves facing a peculiar tax known as the "jock tax." This tax applies to income earned outside their home state or city, adding an extra layer of complexity to their financial planning. Let’s break down what the jock tax is, who i...
Maximizing tax benefits: Understanding the credit for other dependents & how to claim it
One valuable credit that can provide relief for expats with dependents who do not qualify for the Child Tax Credit is the credit for other dependents. In this guide, we will delve into the eligibility requirements, claiming proced...
Tax implications of a foreign spouse of a US citizen: MFJ vs MFS 2026
Quick answer: US citizens married to foreign spouses have three filing options: Married Filing Jointly if you make a 6013(g) election to treat your spouse as a US resident, Married Filing Separately (default status), or...
Why does the IRS say my information doesn't match?
If the IRS says your information doesn’t match their records, don’t panic — it’s a common issue for US expats. Simple mistakes like outdated details, typos, or reporting errors can trigger this problem. This guide explains why it happens, how to fix it, and what you can do to avoid tax filing troubles. ...