Are you a US citizen, or considered a US person for tax purposes living abroad? Given that the United States…

Note: All references in this article to “US beneficiaries” refer to those considered US residents for income tax purposes, i.e.…

If you are a US citizen living abroad, be warned – there can be significant tax implications on your estate…

Back9’s Managing Director, David Laanemaa, sits down with Advance to discuss “Understanding the Financials of Being Born Global” In this…

In Pt. 1 of this series, we reviewed some of the changes to the US Internal Revenue Code (IRC) implemented…

The Tax Cuts and Jobs Act (TCJA), which commenced 01 January 2018, is believed to be the most significant overhaul…

A wealth management strategy is a ‘whole life’ approach and will assist you to evaluate where you are now financially,…

Superannuation is more than just about retirement planning. It’s the cornerstone of a financial plan because it touches every aspect…

If you’ve received a FATCA compliance letter from your bank, there is still time to act - not much time…

If you are a US citizen, the rules for filing and paying taxes are the same whether you are in…