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August 16, 2016 - Phil Hodgen

Installment Agreements and Covered Expatriate Status

Hello again from Phil Hodgen. This is the biweekly Expatriation newsletter, in which we talk about the U.S. tax ramifications of giving up U.S. citizenship or permanent residence status.

If you do not want to get this anymore, just click the “unsubscribe” link at the bottom of the page.

On the other hand, if you would forward this to a friend, I would appreciate it mightily. New subscribers.

By the way. If you have a question for me, just shoot me an email. Hit “reply” and start typing. I am always looking for good newsletter topics.

The Certification Test and Installment Agreements

This newsletter is about the certification test.... continue reading

Expatriation
August 2, 2016 - Phil Hodgen

What is a “Significant” Change in Net Worth?

Hello again from Phil Hodgen. This is the biweekly Expatriation Only newsletter, which is all about . . . expatriation!

You signed up for this extravaganza — I never add people to the list, because I hate getting spam so I figure you do, too. You can easily unsubscribe by clicking the link at the bottom of this email.

This week: what is a “significant change”?

This week’s question is from reader V, who emailed me and asked about reporting significant changes in net worth for Form 8854 purposes. Edited heavily to obscure personal facts:

Thanks, once again, for your incredibly useful thoughts.

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

Former green card holder returning to the United States as a visitor

If you sign up for one of my email newsletters, you will get a bot-response from me, thanking you for signing up.  But if you ask a question, the response is remarkably lifelike, because I actually write the answer.  🙂

Today reader S.J. signed up and here is what he wanted to know.  I have edited his comments slightly for formatting and clarity, but mostly to hide identifying information.

1 – What’s the single most important question you have about international tax?

I abandoned my LPR green card in ______, 2015 (delivered my Green Card with Form I-407 to the US embassy) and was given a visitor visa.

... continue reading
Expatriation Nonresidents with US Activities
July 19, 2016 - Phil Hodgen

Closure After Expatriation

Hi again, and thanks for reading. It’s Phil with the every-other-week Expatriation Only email newsletter. You can unsubscribe by clicking the link at the bottom of this email.

Closure After Expatriation

This week is an answer to an email I received from a reader. It asks about what happens after you file that final income tax return.

It is a fairly common question, and there is a short, but unsatisfactory (to those of us who are a teensy bit OCD) answer.

I would like to thank you for the wealth of information you have shared in your expatriation blog. It has certainly helped me greatly in trying to work my way through the entire process.

... continue reading
Expatriation
July 8, 2016 - Haoshen Zhong

Stealth Change to the Exit Tax for Green Card Holders?

Greetings from Haoshen Zhong.

You are receiving this email because you are subscribed to our Friday Edition newsletter, delivered to your inbox every other Friday at 6:00 am Pacific time. To stop receiving these emails, scroll to the bottom and click “unsubscribe”. To browse our other newsletters, go to hodgen.com/newsletters.

Do I get a step up in basis if I am a green card holder who becomes a covered expatriate?

This week’s newsletter came about because of a bit of intra-office panic:

Do green card holders who expatriated in 2015 still get a step up in basis for exit tax purposes?

... continue reading
Expatriation Friday Edition