Tax Resources & Guides

Stay informed with expert tax guidance, comprehensive guides, and up-to-date information for US expats and UN employees. All resources created by an IRS Enrolled Agent.

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Latest insights and updates on expat tax matters

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Featured Resources

Complete Guide to US Expat Tax Filing 2024
Guide15 min read

Complete Guide to US Expat Tax Filing 2024

Everything you need to know about filing US taxes as an expatriate, including FEIE, foreign tax credits, and compliance requirements.

UN Employee Tax Benefits and Requirements
Article12 min read

UN Employee Tax Benefits and Requirements

Comprehensive overview of tax treatment for UN employees, including salary exemptions, allowances, and reporting obligations.

FBAR and FATCA Reporting Requirements 2024
Guide10 min read

FBAR and FATCA Reporting Requirements 2024

Step-by-step guide to foreign bank account reporting, FATCA compliance, and avoiding penalties for US persons abroad.

All Resources

Foreign Earned Income Exclusion Optimization
Article8 min read

Foreign Earned Income Exclusion Optimization

Maximize your FEIE benefits and understand the physical presence vs bona fide residence tests for optimal tax savings.

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Tax Treaty Benefits for Expats
Guide14 min readDownloadable

Tax Treaty Benefits for Expats

Understanding bilateral tax treaties and how they can reduce your US tax liability while living abroad.

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Business Tax Planning for Digital Nomads
Article11 min read

Business Tax Planning for Digital Nomads

Tax strategies for location-independent entrepreneurs, including entity selection and international tax planning.

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State Tax Considerations for Expats
Guide9 min readDownloadable

State Tax Considerations for Expats

Navigate US state tax obligations while living abroad, including residency rules and filing requirements.

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UN Pension and Retirement Tax Planning
Article13 min read

UN Pension and Retirement Tax Planning

Tax implications of UN pension benefits, retirement planning, and distribution strategies for former UN employees.

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2024 Tax Calendar

January 31
Form W-2 and 1099 Due to Recipients
March 15
S-Corp and Partnership Returns Due
April 15
Individual Tax Returns Due (US Residents)
April 15
FBAR Filing Deadline (with extension)
June 15
Expat Tax Return Due Date
October 15
Extended Individual Returns Due
December 31
Year-End Tax Planning Deadline

Frequently Asked Questions

Do I need to file US taxes if I live abroad?

Yes, as a US citizen or green card holder, you must file US tax returns regardless of where you live or earn income. However, you may qualify for exclusions and credits that reduce or eliminate your US tax liability.

What is the Foreign Earned Income Exclusion?

The FEIE allows qualifying US expats to exclude up to $120,000 (2023) of foreign earned income from US taxation. You must meet either the physical presence test or bona fide residence test to qualify.

Do UN employees pay US taxes?

UN salaries are generally exempt from US income tax, but UN employees must still file US tax returns and report other income. They may also have FBAR and FATCA reporting requirements.

What is FBAR and who must file it?

FBAR (Foreign Bank Account Report) must be filed by US persons with foreign financial accounts exceeding $10,000 at any time during the year. It's filed separately from your tax return through FinCEN.

Can I deduct foreign taxes paid?

Yes, you can either take the Foreign Tax Credit for foreign taxes paid or deduct them as an itemized deduction. The credit is usually more beneficial as it reduces your tax dollar-for-dollar.

Need Personalized Tax Advice?

While these resources provide general guidance, every tax situation is unique. Schedule a free consultation to discuss your specific circumstances with an IRS Enrolled Agent.