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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
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
January 5, 2016 - Phil Hodgen

Planning for expatriation in 2016?

Hello and welcome to the first 2016 Expatriation Only newsletter. This is an “every other week” extravaganza that you signed up for, but you can easily stop receiving it by clicking on the unsubscribe link at the bottom of this email.

This week let’s talk about planning your exit. For those of you who are thinking about expatriation in 2016, this is a perfect time to start doing the footwork.

When should you renounce?

There are four major factors that drive the timing of your expatriation:

  • Covered expatriate status (you may need some time to re-engineer your life before you renounce your U.S.
... continue reading
December 22, 2015 - Phil Hodgen

Tax-free gifts to reduce net worth

Hi from Phil Hodgen.

This is the last Expatriation Only newsletter of 2015. I send these out every other Tuesday, and you are getting this because you signed up for it. You can easily stop these emails from coming — just click the Unsubscribe link at the bottom.

Gifts and the Net Worth Test

This week’s email is about gifts and the net worth test.

If your personal net worth is $2,000,000 or more on the day you renounce your U.S. citizenship, then you are a covered expatriate. Covered expatriate status is something to be avoided, if at all possible: it can trigger brutal tax bills now and in the future.... continue reading

December 8, 2015 - Phil Hodgen

Last minute gut check before expatriation

Hello again from Phil Hodgen.

This is your every-other-Tuesday newsletter about expatriation — the tax consequences of giving up U.S. citizenship or green card status. If you want to stop getting this, just click the Unsubscribe link at the bottom of this email. We have other email newsletters that you can subscribe to; go to to sign up.

Last minute gut check for a reluctant renunciant

I get emails from people. Lots of them. This one is from a gentleman (let’s call him M) who lives abroad and intends to give up his U.S. citizenship.

Here’s the story. He goes in for his second appointment at the Embassy in early January.... continue reading