por Antonio Rodriguez | Abr 23, 2025 | AEAT, Financial Planning, IRS - Internal Revenue Service
In today’s interconnected world, financial complexities continue to grow for expatriates, individuals considering relocating abroad, and foreign nationals residing in the United States. Each year brings more stringent oversight, broader tax exposure, and evolving...
por Antonio Rodriguez | Jul 5, 2024 | Financial Planning, PFIC Form 8621
Passive Foreign Investment Company (PFIC) A foreign entity/form of investment is a PFIC if it meets either the income or asset test described below. Income test. 75% or more of the corporation’s gross income for its taxable year is passive income (as defined in...
por Antonio Rodriguez | Ene 5, 2024 | FATCA, Financial Planning, IRS - Internal Revenue Service
An Accidental American is someone whom US law deems to be an American citizen, but who has only a tenuous connection with that country. American nationality law provides that anyone born on US territory is a US citizen, including those who leave as infants or young...
por Antonio Rodriguez | Oct 16, 2023 | AEAT, Financial planing, Financial Planning
The Temporary Solidarity Tax on Large Fortunes (called the “Large Fortunes Tax”), since its creation, raised doubts about its constitutionality and was susceptible to being challenged by the bodies authorized to do so. Now, after 5 unconstitutionality appeals, the...
por Antonio Rodriguez | Ene 22, 2023 | Financial Planning, IRS - Internal Revenue Service
Regardless of where you reside, U.S. citizens and green-card holders living outside the United States are subject to U.S. income tax on their worldwide income. However, you might not realize that you’re still considered a resident of your home state and are...
por Antonio Rodriguez | Sep 25, 2022 | Financial Planning, US Tax Return 1040 / 1040NR
By Creative Planning & adapted by US Tax Consultants. July 30, 2022 U.S. Retirement Accounts IRAs, 401(k)s, Roth IRAs, Individual 401(k)s, 403(b)s, deferred compensation plans and defined benefit employer pension plans are some of the many possible investment...
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