It’s not too late to lower your 2025 taxes, or future lifetime taxes. There are specific things you can do now, I discuss six moves you can use right now.
If I receive gifts from overseas, what taxes am liable for?
What are the tax considerations for receiving gifts from overseas families when you live in the US and you are a tax resident?. Updated extensively with 2026 data.
Receiving an inheritance from abroad can get complicated quickly. The US enforces specific tax rules that must be followed, making it important to grasp both
Today was my worst race, and yet it was also my best race. It’s my first race in almost a year due to an injury. It was exhilarating, messy, ugly, and pretty all at once. The key thing is I did it. So many parallels to cross-border finances, especially at the intersection with immigration.
Dive in for the details
If you are an Amazon Employee on a work visa, impacted by the ongoing layoffs, this one if for you.
You have 60 days to find another job, or leave the country. But there is a way you can stay for another 6 months, and use the time to organize your affairs. This post deals with aspects of your finances (EF, RSUs, 401k etc.).
You really don’t want to go it alone.
Cross-border financial planning is complex. In today’s post, I highlight some of the complexities with broad-based advice on tackling them. Or at least how to think about them.
You really don’t want to go it alone.
Should I create a trust for estate planning? This is a question that’s coming up a lot, as trusts have been sold as the answer to everything. In this post, we answer the questions, but we start by helping you understand trusts, what they are, what each of the trusts do.
By the end, you’ll have a good idea of whether you should create a trust or not.
In today’s post, I discuss some of the considerations for retiring overseas, as quoted in Investopedia.
Read on to find out what group you are in, as you plan for retirement overseas.
Summer Vibes – All we want to do is hang out at the beach, visit with family and spend a ton of time outside. But it’s also the perfect time to complete a midyear financial review.
This post details, some of the items that will benefit greatly from the midyear check. We also include new free resources (downloads) that will help you on your journey.
What is equity compensation? This is a 101 guide for immigrants and foreign nationals on work visas with equity compensation. I address NSO’s, ISO’s, RSU’s ESPPs and Performance Stock Units.
In this intro guide – we discuss the characteristics of each, the tax treatment of each type and what to watch out for with each type.
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