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
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.
If I own foreign rental property, do I have to include the income when I file my US taxes? The answer is yes, although it depends on your tax residency status. Read the rest of the post for the details on how you go about figuring this out and what to do with your foreign rental income.
Part of being able to successfully implement the FIRE strategy on a work visa is saving or minimizing on taxes.
Having to pay tax penalties because of tax-compliance issues goes against that. In this post, I discuss ways to be tax-compliant with overseas assets and avoid having to pay tax penalties.
Whether you are filing taxes as a US tax resident or US nonresident, there are a couple of things you should be aware of. This tax filing guide is a course map to help you navigate your taxes like a pro.
Once you start investing, sooner or later, you are going to come accross the term tax-loss harvesting strategy.
In today’s post, I explain what it is, how it works, when it makes sence to practice it, as well how to think about it in a cross-border context.
One of the questions I get all the time is how to invest in the US stock market using special accounts like Roth IRAs, HSAs, 401ks, 529, etc. on an H-1B or other work visa (L-1, O-1, H1B1, TN, and E3)
This is keeping in mind that work visas are by nature temporary non-immigrant visas and technically the holder is expected to depart the US after the work assignment.
The post is a summary of a more in-depth technical, nerdy paper written for advisors on the Nerds Eye View Blog by Michael Kitces.
Everybody is keen to have a Roth IRA account, but messing up with the rules can be very costly.
You still have time to make a ROTH contribution for 2022. But please, don’t make the following mistakes as you make the contributions.
If on a work visa, please pay special attention to the last point.
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