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The $2,000 Charitable Deduction: Big Headline, Small Benefit.

The $2,000 Charitable Deduction: Big Headline, Small Benefit? A key feature of the new tax bill is a $2,000 above the line charitable...

Jul 91 min read

An obscure strategy for expats is for one spouse to claim the foreign income exclusion, and one does not.

An obscure strategy for expats is for one spouse to claim the foreign income exclusion, and one does not, in order to claim the maximum...

Jul 81 min read

Key Limitations of AI in Legal and Tax Research: What to watch out for with present day AI models.

Key Limitations of AI in Legal and Tax Research: What to watch out for with present day AI models. Here are my personal findings after...

Jul 82 min read

The fear of the new 1% remittance tax being charged in error won't be relevant for most expats or foreign investors. It does not apply at all to transfers from banks.

The fear of the new 1% remittance tax being charged in error won't be relevant for most expats or foreign investors. It does not apply at...

Jul 81 min read

Here's one aspect of the new OBBB tax bill which parents of young children won't be so happy about:

Here's one aspect of the new OBBB tax bill which parents of young children won't be so happy about: While the CTC (Child Tax Credit) was...

Jul 82 min read

Don't make this common mistake. If both spouses have individual non US bank accounts.

Don't make this common mistake. If both spouses have individual non US bank accounts, they both need to file separate FBAR reports (If...

Jul 81 min read

Why I Recommend BRK.B for UTMA Accounts: Avoid Pointless Tax Returns and Filing Costs.

Why I Recommend BRK.B for UTMA Accounts: Avoid Pointless Tax Returns and Filing Costs. Opening a UTMA account for your child feels like a...

Jul 82 min read

Missile Damage in Israel? U.S. Tax Relief May Apply

Missile Damage in Israel? U.S. Tax Relief May Apply While I sincerely hope no one reading this will ever need to act on this advice,...

Jul 82 min read

Major win for my client, who through ridiculous IRS procedures and flawed tax law ended up with a $10k IRS bill.

Major win for my client, who through ridiculous IRS procedures and flawed tax law ended up with a $10k IRS bill. This is a real...

Jul 82 min read

Those that end up owing the IRS huge sums for capital gains when selling an investment apartment outside the US often revert to this thought process.

Those that end up owing the IRS huge sums for capital gains when selling an investment apartment outside the US often revert to this...

Jul 81 min read

Getting back to the US tax trap families in Israel often fall into when selling an apartment and quickly buying a new one:

Getting back to the US tax trap families in Israel often fall into when selling an apartment and quickly buying a new one: Out of all the...

Jul 82 min read

You may be losing out by using an Israeli payroll company for your US based job, instead of hiring an Israeli accountant to handle Israeli tax obligations independently.

You may be losing out by using an Israeli payroll company for your US based job, instead of hiring an Israeli accountant to handle...

Jul 82 min read

Don't fall into this trap. In Israel, it's common for young couples to buy an apartment and rent it out for a few years.

Don't fall into this trap. In Israel, it's common for young couples to buy an apartment and rent it out for a few years. Often, it's a...

Jul 82 min read

Due to new AI technologies, remote notary services and ITIN application certifications will need to develop new verification methods.

Due to new AI technologies, remote notary services and ITIN application certifications will need to develop some sort of verification...

Jul 81 min read

Relying on ChatGPT for historic currency conversion rates? Don't do it. Look at this conversation here.

Relying on ChatGPT for historic currency conversion rates? Don't do it. Look at this conversation here. I asked it for a conversion using...

Jul 81 min read

Will you have difficulty getting your refund next year? The IRS is no longer sending refund checks starting 9/30/25 due to a Presidential executive order.

Will you have difficulty getting your refund next year? The IRS is no longer sending refund checks starting 9/30/25 due to a Presidential...

Jul 81 min read

Claiming a stipend or scholarship as basis for the child tax credit refund?

Claiming a stipend or scholarship as basis for the child tax credit refund? I've come across people who did this in good faith, not...

Jul 81 min read

This recently released IRS document contains a grossly incorrect statement. It claims that child dependents may qualify for the child tax credit whether they have a valid SSN or ITIN number.

This recently released IRS document contains a grossly incorrect statement. It claims that child dependents may qualify for the child tax...

Jul 81 min read

Want to know exactly what the auditor will ask for if your child tax credit claim were to be audited while living abroad?

Want to know exactly what the auditor will ask for if your child tax credit claim were to be audited while living abroad? It's no secret...

Jul 81 min read

While non-US citizens who have filed an election to file jointly with their US citizen spouse are exempt from FBAR reporting for their own individual accounts, here is something to be careful for:

While non-US citizens who have filed an election to file jointly with their US citizen spouse are exempt from FBAR reporting for their...

Jul 81 min read