Navigating the Taxation Maze: A Guide for Irish Nationals in the U.S. Introduction For Irish nationals making their home in the United States, the dream of a new life comes with its fair share of bureaucratic hurdles, none more daunting than navigating the twin titans of the U.S. and Irish tax systems. The […]
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04
Jan
Jan
In the ever-evolving world of international finance, American expatriates face unique challenges, particularly when political winds shift in the United States. As a wealth manager with extensive knowledge in this domain, I offer insights into how these changes can affect your financial landscape. Whether it’s taxation, investment, or retirement planning, understanding these impacts is crucial […]
24
Nov
Nov
As an expatriate, ensuring your child receives a top-tier education is paramount regardless of geographic location. While complex, the educational funding landscape for expatriates’ children is navigable with a well-crafted strategy. This article looks at the essential considerations and effective strategies for funding your child’s education abroad, irrespective of where life takes you. Understanding the […]
08
Nov
Nov
1. Buying foreign mutual funds Mutual Funds play a key role in the investment strategy of most Americans, but I believe care is needed when considering investing in mutual funds while living abroad. As per the IRS, a foreign mutual fund is considered a Passive Foreign Investment Company (PFIC) and can be a tax […]
