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.
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.
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 July 2026 roundup covers updates on tax and financial reporting requirements for expats, UK pension policy changes, and childcare credits available to grandparents living abroad.
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.