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Tag: tax

January 3, 2020August 6, 2020Wealth Management

US Estate Tax for Non-US Investors in US Assets

Many multinational millionaires know that Americans are subject to income tax on our worldwide income, and estate tax on our worldwide assets […]

MPF vs ORSO
September 10, 2019September 9, 2019Wealth Management

US Tax Structures for Hong Kong Residents

My latest article in STEP HK’s August Newsletter is on “US Tax Structures for Hong Kong Residents“. Unlike with Mainland China, the […]

August 21, 2019August 19, 2019Personal finance

US State Tax Planning

US Federal taxes are complicated enough, but residents of most US states know that state and local taxes (sometimes known as “SALT”) […]

Pay less US tax
August 16, 2019Events

Pay Less US Tax: AmCham Seminar on Qualified Accounts on Sep 12

On September 12th at noon in Hong Kong, I am pleased to be presenting an in person seminar at the American Chamber […]

Tax Home: Domicile vs Residence
January 24, 2019Personal finance

Tax domicile issues for US state taxes by @MichaelKitces

A recent article on @MichaelKitces‘s blog “Nerd’s Eye View” describes the important difference between tax residence and tax domicile. In this case, […]

top 55 london-listed etfs
December 9, 2017May 10, 2018Lists

Top 55 London-listed ETFs from iShares – shortlist for 2018

For non-US ETF portfolios, I find it useful to keep handy short lists of ETFs listed on other top ETF exchanges in […]

401k rollover to an IRA investment account
November 28, 2017November 26, 2017Personal finance

How to do a 401k rollover to an IRA as an expat

After changing jobs, or even getting posted on an expat assignment by the same company, employees generally have the freedom to do […]

IRA Contribution Limits 2018
September 18, 2017Personal finance, Saving

8 Questions Most American Expats Should Ask Every Year About IRAs and Retirement Savings

In the US, many employees have 401(k) plans that automatically deduct a significant portion of their salaries into a tax-advantaged retirement account. […]

May 31, 2017Events

Protecting Your California Assets: Seminar with Visiting Estate Lawyer Vivian Yuan

We are pleased to host California asset protection expert Vivian Yuan as a visiting speaker on July 12th at 6:30pm at our […]

March 6, 2017News

FBAR deadline for US taxpayers foreign accounts moved to April 15th

Thanks to our friends at American Pacific Tax for pointing out that the deadline for US citizens and green card holders to […]

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