Individual US taxpayers who do not live in the U.S. are given many significant benefits. Amongst these valuable benefits is the ability to exclude certain earned income from U.S. taxation, credits for taxes paid to foreign governments, and longer time to both file and pay taxes. However, owning assets and investments outside the U.S. carries additional reporting requirements. There are significant penalties associated with failing to properly comply with requirements. This course will introduce the special exclusions, credits and filing requirements applicable to individual taxpayers living outside the U.S. The course will address how new tax law and regulatory updates and clarifications arising from the TCJA impact individual overseas U.S. taxpayers.
Learning Objectives
Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
Hibernian Financial Planning, LLC
Principal
Working with Expats, like myself, I’ve found that we are not most advisers typical clients. Most clients do not have multi-currency requirements, family in foreign jurisdictions, little to no experience with US taxation (and reporting requirements), or a need to consider international schooling or maintaining foreign assets. While our planning needs are similar, education, large purchases, retirement, tax planning, our road to achieving these goals can be very different. Feel free to contact me and we’ll see if we can work together to achieve your goals. We are happy working with international advisers and have a network of advisers if you need a specialist in an area we don’t cover directly.
Hibernian Financial Planning, LLC was founded to meet the needs of the many Expats living here in the US who are tired of conflicted financial advisors with hundreds of clients who can’t take the time to understand their unique situation.
Additionally, in full compliance with the local law in their country of residence, Hibernian Financial is proud to serve US taxpayers living outside of the US.
Many Expats have rich complex lives and need someone who understands that complexity and who can help them figure out how to best navigate a complex and foreign financial system. Hibernian Financial is that firm.
With over 25 years of serving individuals, couples and families from all over the world and helping US taxpayers manage their complex global affairs, I hope we can meet to discuss your needs an how I can best help you. Please feel free to contact me if you have any questions. I’m always happy to meet new people and learn about their situation. We can meet in person or via Skype, Google Hangouts, Zoom, etc.
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