top of page
Blog
Search
You never know what someone may be going through.
You never know what someone may be going through. Some people like to keep severe health issues quiet. Recently had a meeting with a...
Nov 20, 20241 min read
2
0
If you have the opportunity to mentor someone in business, know that it can be life-changing for them.Â
If not for my mentors, friends and family in the accounting business, I would be in a very different position today. If you have the...
Nov 20, 20241 min read
1
0
What's the best US credit card for expats with big families, who spend a lot on food each month?
What's the best US credit card for expats with big families, who spend a lot on food each month? The Capital One Savor One credit card...
Nov 20, 20241 min read
1
0
What is your filing status if your spouse is not a US citizen or resident?
What is your filing status if your spouse is not a US citizen or resident? You would file either as Married filing separately or Head of...
Nov 20, 20242 min read
12
0
While most refunds must be claimed within 3 years of the due date (normally April 15) of the return, certain exceptions exist:Â
While most refunds must be claimed within 3 years of the due date (normally April 15) of the return, certain exceptions exist:Â 1) For...
Nov 20, 20241 min read
0
0
US expat Chabad rabbis have an interesting US tax situation:
US expat Chabad rabbis have an interesting US tax situation: They often work for a nonprofit registered in the country they operate in....
Nov 20, 20241 min read
2
0
It was great to be a guest on the Growth Through Positivity podcast
It was great to be a guest on the Growth Through Positivity  podcast by the one and only ELIE GOLDRING  where we discussed my journey...
Nov 20, 20241 min read
1
0
In honor of the holiday of Purim, I put together this compendium of how the super complex US Internal Revenue Code, at over 1 million words, has been repeatedly been compared to the Talmud.
3/2024 In honor of the holiday of Purim, I put together this compendium of how the super complex US Internal Revenue Code, at over 1...
Nov 20, 20241 min read
1
0
Were you self employed in 2020 or 2021? Free analysis of your tax return to see if you may have missed claiming some valuable COVID credits on your 2021 return.Â
Were you self employed in 2020 or 2021? Free analysis of your tax return to see if you may have missed claiming some valuable COVID...
Nov 20, 20241 min read
0
0
Did you know that certain expats may qualify for state tax credits which are based on residency?
Did you know that certain expats may qualify for state tax credits which are based on residency? You may not be allowed to claim federal...
Nov 20, 20242 min read
0
0


Would you be happy to get $5,000 less of a tax refund than last year?
Would you be happy to get $5,000 less of a tax refund than last year? One of my clients had over $5,000 in income tax withheld from her...
Nov 20, 20241 min read
1
0
Special rules for families living in the US on a work visa, which do not have a green card but do meet the substantial presence test:
Special rules for families living in the US on a work visa, which do not have a green card but do meet the substantial presence test:...
Nov 20, 20242 min read
1
0
Did you ever miss the tax deadline by a hair, since you kept on putting off that trip to the post office?
Did you ever miss the tax deadline by a hair, since you kept on putting off that trip to the post office? Part of my process in the rare...
Nov 20, 20241 min read
0
0
There are still many expats who owe taxes from their 2021 tax returns, due to the requirement to repay advance child tax credit payments received in error.
There are still many expats who owe taxes from their 2021 tax returns, due to the requirement to repay advance child tax credit payments...
Feb 6, 20241 min read
5
0
Be very careful with relying on AI/ChatGPT for tax or legal info.
Be very careful with relying on AI/ChatGPT for tax or legal info. Many times it's wrong, and not only that, it will fool your mind into...
Feb 6, 20241 min read
2
0
If you live outside the US, you may never owe taxes on your social security pension, no matter how much your overall income is.
If you live outside the US, you may never owe taxes on your social security pension, no matter how much your overall income is. Normally,...
Feb 6, 20241 min read
6
0
Will US expats be included in the new bill to receive an expanded child tax credit of $1800 per child for 2023?
Will US expats be included in the new bill to receive an expanded child tax credit of $1800 per child for 2023? ($1900 for 2024 and $2000...
Feb 6, 20241 min read
3
0
Is it a lost cause? You're missing some social security work credits to be eligible for a pension. You moved outside the US years ago. What can be done to obtain the remaining credit you need?
Is it a lost cause? You're missing some social security work credits to be eligible for a pension. You moved outside the US years ago....
Feb 6, 20242 min read
1
0
So you finally made the move to leave the US. You've always been very tax savvy and know how to use the online tax filing sites well. Things will be very different:
So you finally made the move to leave the US. You've always been very tax savvy and know how to use the online tax filing sites well....
Feb 6, 20242 min read
2
0
Major changes close to being passed into law regarding the child tax credit:
The new rules would still require the refundable child tax credit to be based on work, however...
Feb 6, 20241 min read
2
0
bottom of page