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Author   /   Phil Hodgen

February 6, 2016 - Phil Hodgen

Filing and Tax Payment Deadlines for Americans Abroad

Hello and welcome to this edition of the Friday Edition. You signed up for this, but you can easily stop it from coming by clicking the “unsubscribe” link at the bottom of the email.

This time you get a little summary of the Form 1040 filing deadlines for Americans abroad. The rules are unnecessarily precious and convoluted, so this is my attempt at providing a simple explanation. It is a happy by-product of my preparation for a webcast I will be doing for the California Society of Certified Public Accountants.

What is the filing deadline for an income tax return filed by a U.S.... continue reading

Friday Edition
February 2, 2016 - Phil Hodgen

Noncovered Expatriates and Superannuations

Hi, it’s Phil with the bi-weekly Expatriation Only newsletter. You have this because you subscribed, but it is easy to stop getting this if you want. Just look for the “unsubscribe” link at the bottom of this email.

Superannuations, Noncovered Expatriations, and the Stealth Exit Tax

This week’s question came from new reader Z (her real name does not start with Z), who asked a question about her superannuation. Lightly edited, her question is:

My question relates to the treatment of my Australian self-managed super fund when I expatriate. It is treated as a Grantor Trust and I get taxed on the (paper) gains on its assets each year.

... continue reading
Expatriation
January 22, 2016 - Phil Hodgen

Nonresident investors, U.S. real estate, and secrecy

Hi from Phil, and welcome to the Friday Edition. Every other week you get something about International Tax from me. And every now and then, a Jello Shot from a random airport somewhere. If you want these to stop, just click the unsubscribe link at the bottom of this email.

Nonresidents, Secrecy, and U.S. Real Estate

Your U.S. government (say that in your best reverberating sports stadium announcer’s voice, the way the guy says “Your Los Angeles Dodgers”) is on the move again.

More “transparency for thee, but not for me” stuff from Your Public Servants.

This time, it is aimed at nonresidents who buy U.S.... continue reading

Friday Edition US Real Estate Investments
January 19, 2016 - Phil Hodgen

No social security number; expatriate anyway?

Hi again from Phil. Welcome to the biweekly Expatriation newsletter, this time written in the lovely Al Faisaliah Hotel in Riyadh, which is being remodeled at the moment. But it’s still lovely.

If you want to stop getting this email, click on the “unsubscribe” link at the bottom of this email.

No SSN, Deliberately Be a Covered Expatriate

This time I am going to talk about the deliberate choice to be a covered expatriate. The triggering reason is usually “I do not have a Social Security Number”.

The question was triggered by an email I received a while ago:

I recently read your blog and I have a question I hope you can help me with.

... continue reading
Expatriation
January 18, 2016 - Phil Hodgen

From RUH, Terminal 1

Greetings from the Premier Lounge in Riyadh’s King Khaled International Airport, Terminal 1.

I’ve been up since 4:20 a.m. because inexplicably someone at the hotel decided to program a wake-up alarm into that little glowing box beside the bed. It is now closing in on midnight and we take off shortly before 1 a.m.

I know I’m not the only one who is exhausted. The guy behind me here in the lounge is snoring.

Lufthansa to Frankfurt, then Los Angeles. As soon as the flight takes off, my seat goes horizontal and I will go to sleep.

Many of Riyadh’s streets are torn asunder because of construction (they’re putting in an amazingly extensive metro system) and traffic is thus worse than normal.... continue reading

Jell-O Shots