eBooks for Americans relocating to or living abroad
Our guides provide comprehensive relocation planning and advice on every aspect of your move:
Legal & Immigration: Visas, immigration processes, securing legal status, and paths to foreign citizenship.
Finance & Banking: Understanding the financial landscape, taxation, financial compliance, and opening a bank account.
Daily Life & Logistics: Securing accommodation (renting or buying), navigating the healthcare system, and understanding driving regulations.
Work & Culture: Exploring employment opportunities, entrepreneurship, and successful cultural acclimatization.
eBooks on investing for Americans living abroad
Our comprehensive eBooks are the ultimate guide to navigating the complexities of U.S. expat investing, designed for both DIY investors and investment advisors.
Each guide delivers a complete roadmap, helping you:
Understand the Core Conflict: We clarify the clash between U.S. citizenship-based taxation and your host country's residency-based rules.
Overcome Banking Hurdles: Learn the real-world effects of FATCA and PRIIPs on your ability to bank and invest freely.
Master Your Obligations: Get a straightforward breakdown of your duties in both countries, including worldwide income reporting, FBAR, and Form 8938.
Conquer PFICs: Receive an in-depth analysis of the PFIC rules, complete with mitigation strategies like QEF and Mark-to-Market elections.
Leverage Tax Treaties: Discover how the U.S. treaty prevents double taxation (via Foreign Tax Credits), its crucial impact on pensions, and the limits of the 'savings clause.'
Invest Smarter: Gain practical, synthesized strategies for choosing products (addressing the US vs. non-US fund dilemma), balancing tax efficiency, and structuring your portfolio for growth or retirement.
