The IRS still accepts late US tax returns after the October 15 extended deadline, and filing late is separate from paying any outstanding balance. Penalties may increase over time, so earlier submission reduces additional costs.
Congress amended the controlled foreign corporation (CFC) rules in 2025, with changes taking effect in 2026. U.S. citizens who own foreign companies may see different treatment of overseas business profits on their U.S. tax returns as a result.
October 15, 2026 is the final filing deadline for U.S. expats who requested an extension to submit their 2025 federal tax return. The extension applies to filing only, not to payment of any taxes owed.
The IRS announced a new Automatic Exemption from Penalty (AEP) program in July 2026, applying to eligible 2025 tax returns. Taxpayers who have filed and paid on time for the previous three years may have certain penalties automatically waived if they make a one-time mistake.
A presentation from the 2026 US Expats Financial Conference covers cryptocurrency-related information relevant to Americans living abroad. Topics include what US expats should be aware of regarding crypto holdings and obligations in 2026.
A financial advisor covers key financial topics for Americans living abroad, including FATCA reporting obligations, PFIC investment rules, and golden visa residency options. The discussion addresses the financial and regulatory complexities involved in building a life outside the United States.
A roundup of expat financial news covering Dubai tourism incentives, UK-US wealth planning considerations, and Japanese pension investment developments. No single policy change is detailed in the excerpt.
Brandon Mitchener of Tax Fairness for Americans Abroad presented at the 2026 US Expats Financial Conference on the legislative steps required to shift the US from citizenship-based to residence-based taxation. The session outlined the current congressional pathway for such a reform.
An overview of countries where Americans can retire outside the U.S., covering considerations such as healthcare access, residency requirements, and practical livability. The guide addresses how to evaluate options from a distance.
Americans holding 401(k), IRA, or similar retirement accounts may in certain circumstances be able to use those funds to make a qualifying investment for the Portugal Golden Visa. The article outlines conditions under which this is possible.
The L.A. Times published an article on wealthy Americans, particularly Californians, pursuing golden visa residency programs abroad as a hedge against US political uncertainty. The piece covers the trend of converting capital into second passports and overseas residency.
Three specialists at the 2026 US Expats Financial Conference addressed questions from Americans on Panama visas, US tax obligations, banking, investing, and cross-border financial planning. The session covered residency options and property ownership considerations for US citizens relocating to Panama.
Cross-border experts address common questions from Americans relocating to Portugal, covering taxes, visas, property purchases, and financial planning compliance. Topics include how to remain tax-compliant as a US citizen living in Portugal and what to expect during the relocation process.
The guide covers practical aspects of relocating from the US to Mexico, including residency paperwork, cost of living, infrastructure differences, and daily life logistics. Topics include walkability, Spanish-language requirements, water safety, and seasonal disruptions.
A session at the 2026 US Expats Financial Conference covers proactive tax planning strategies for Americans abroad, moving beyond basic compliance. The talk is presented by the founder of Tax Samaritan.
A new U.S. remittance tax enacted into law applies starting in 2026 to certain transfers of money sent abroad, including transfers used to support family or move funds across borders. The final law is reported to be narrower in scope than earlier legislative proposals.
The IRS removed its Delinquent FBAR Submission Procedures webpage on July 1, 2026, without issuing a formal announcement or explanation. The procedure had provided a path for taxpayers to submit late FBAR filings without penalty under certain conditions.
USCIS has opened a new Atlanta Asylum Office to handle affirmative asylum interviews for applicants in Georgia and Alabama. Starting July 8, 2026, applicants under this office's jurisdiction will be scheduled at one of three interview locations.
Following the Supreme Court's decision in Mullin v. Doe, USCIS has issued updated E-Verify and Form I-9 guidance for employers and Temporary Protected Status beneficiaries from Burma, Ethiopia, Haiti, Somalia, South Sudan, Syria, and Yemen. The guidance is temporary while lower court litigation over TPS terminations continues.
The U.S. Department of Homeland Security has released a 358-page proposed rule for the EB-5 investor visa program, establishing a $1.4 million investment tier, a two-year capital commitment requirement, and a sanctions enforcement regime for regional centers.
On July 1, 2026, the United States government chose not to renew the USMCA trade agreement between the US, Mexico, and Canada for another 16-year term. The USMCA Free Trade Commission, composed of representatives from all three nations, was required to conduct a joint review, but the US declined to extend the agreement in its current form past 2036.
Forbes has released a list of the 250 most successful living immigrants in the United States, timed to coincide with the country's 250th anniversary. A Forbes senior editor co-edited the list and discussed the methodology behind its selection.
The Department of Homeland Security has issued a determination expanding its waiver authority to expedite border barrier construction in Texas's Big Bend Sector. The notice amends a February 17, 2026 determination and waives additional legal requirements to facilitate rapid construction activities.
The Department of Homeland Security has published a proposed rule to comprehensively implement the EB-5 Reform and Integrity Act of 2022, affecting the EB-5 Immigrant Investor Program and Regional Center Program. The proposal includes new compliance requirements, expanded government oversight, fraud-prevention measures, and investor protections.
Multiple changes to the US EB-5 investor visa program are taking effect in 2026, including a grandfathering deadline, an investment minimum price increase, and updates to petition processing and adjustment of status procedures. The Gold Card program is also generating regulatory discussion alongside these changes.
On June 30, 2026, the US Supreme Court struck down President Trump's executive order that sought to restrict birthright citizenship, reaffirming that children born in the United States are citizens regardless of their parents' immigration status. The ruling upheld the Fourteenth Amendment's guarantee of citizenship to all persons born on US soil.
A video argues that US geopolitical and economic influence is in long-term decline, pointing to shifting trade relationships between Canada, China, Europe, South America, and India as evidence. Two unspecified strategies are presented for individuals seeking to position themselves ahead of these structural changes.
U.S. citizens can legally renounce citizenship without first filing tax returns, but existing U.S. tax obligations remain. Failure to achieve tax compliance before expatriating may result in covered expatriate status, which carries additional long-term consequences.
Affluent Americans are exploring second residency and citizenship options in Latin American countries, motivated by a desire to establish an international presence rather than to leave the US. The trend mirrors longstanding practices among wealthy Latin Americans who have long sought alternative residency and citizenship arrangements abroad.
American families are increasingly pursuing Malta's Permanent Residence Programme as a standalone residency option rather than as a step toward citizenship. Residency and citizenship planning are being treated as separate goals rather than a linear process.