At Tax Planner CPA we’ve built our business on quality referrals. Earn credit for tax preparation or cash when you refer a new client to Tax Planner CPA for any of our tax services.   As you know, we take … Continue reading →

For US expats working in Geneva, there is much to know about the tax system. For example, there are four types of taxes in Switzerland – income tax, wealth tax, tax on succession, capital gains tax. Continue reading →

We get a lot of questions about the taxation and reporting of gifts and inheritances from a “foreign person”. These rules aren’t well publicized, so we will provide a basic answer to the question of whether they are taxed and … Continue reading →

My Italian story is not a wholly uncommon one, but it feels unique to me, as all American expats must feel at some level, else why leave the United States at all? My father’s family emigrated to America around the … Continue reading →

Expatriating to Paris conjures up images of Hemingway, F. Scott Fitzgerald, and Gertrude Stein, recently romanticized by Woody Allen in the film ‘Midnight in Paris’ and prior to that by a score of dreamy poets and novelists: a whimsical, magical … Continue reading →

For Westerners visiting China throughout the ages, Shanghai has always been seen as a gateway to the East, the main sea port to the Yangtse River. Today Shanghai is a financial center for the most rapidly growing economy of the 21st century. The opportunities for American expats are boundless, and the discovery of a truly foreign culture is a wonder to experience. Here is a guide to some of the essential experiences for a newly arriving visitor or an veteran měiguórén. Continue reading →

For those of us of a certain age, Moscow conjures up images of the forbidden fruit, an exotic, beautiful destination whose very nature allured us and prevented our discovery, like a Bond girl spy. And though that idea lingers for many an American, Moscow is very much a part of modern travel and opportunity. Continue reading →

For US expats working in Bali who are looking for help filing their taxes, there are many rules to take advantage of. Such a rule is Foreign Earned Income Exclusion. For other information about expat tax laws, consult one of … Continue reading →

One of the common questions we receive from UN employees is regarding FBAR reporting for UN bank accounts where they have signature authority.   The UN treaty with the United States on “privileges and immunities” states that: “(1) Paragraph (b) … Continue reading →

What’s the attraction? The outdoor life and constant sunshine may be reasons enough, but the primary draw is economic opportunity. Reasons most cited are: an enlightened immigration policy, shortage of skilled labor due to corporate growth, a high standard of living, and an affordable housing market. Throw in an excellent educational system, full public healthcare coverage, and a native English-speaking population, and you have a veritable magnet for educated Americans looking for greener pastures. Continue reading →