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Americans Living Abroad
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Resources
This resource page is a centralized, free collection of tax-related articles.
The Exit Tax Book
Chapter 1 – A quick overview of the exit tax
Chapter 2 – How a U.S. Citizen Becomes an Expatriate
Chapter 3 – Paperwork for expatriates and covered expatriates
Chapter 4 – Are you a covered expatriate?
Chapter 5 – Mark-to-market taxation
Chapter 6 – Taxation of specified tax-deferred accounts
Chapter 7 – Taxation of deferred compensation
Chapter 8 – Taxation of nongrantor trust interests
Chapter 9 – Estate and gift tax for the covered expatriate
International Tax Lunches
October 2018 International Tax Lunch: The Exit Tax
September 2018 International Tax Lunch: Dual-Status Returns
August 2018 International Tax Lunch: Form 5471 Categories and Attribution Rules
July 2018 International Tax Lunch: An In-depth Guide to the Certification Test
June 2018 International Tax Lunch: Taxation of Community Property for Americans Abroad (Section 879)
May 2018 International Tax Lunch: Withholding on Foreign Members of LLCs and Partnerships
April 2018 International Tax Lunch: How Foreign Mutual Funds are Taxed and Reported
March 2018 International Tax Lunch: Treaty Election for Nonresident Status
February 2018 International Tax Lunch: Pensions as Foreign Trusts
January 2018 International Tax Lunch: Form 5472 Filing Requirements and Preparation
December 2017 International Tax Lunch: Irrevocable Trusts for Real Estate
November 2017 International Tax Lunch: PFIC Tests In-Depth for Operating Companies
October 2017 International Tax Lunch: Dual Status Returns
September 2017 International Tax Lunch: Foreign Grantor Trusts
August 2017 International Tax Lunch: Claiming Foreign Tax Credit with a Hybrid Entity
July 2017 International Tax Lunch: Form 8621: Mark-to-Market and QEF Basics
May 2017 International Tax Lunch: Foreign Corporation Investing in U.S. Real Estate Through a LLC
April 2017 International Tax Lunch: Reporting PFICs with Insufficient Data
March 2017 International Tax Lunch: How to Report an Accumulation Distribution from a Foreign Nongrantor Trust
February 2017 International Tax Lunch: Using Foreign Corporations to Defer US Tax on your Foreign Consulting Income
January 2017 International Tax Lunch: Foreign Mutual Funds and Form 8621 — the Default Rules in Depth
December 2016 International Tax Lunch: Estate Taxation and Expatriation
November 2016 International Tax Lunch: Selling Goods Across the US Border
October 2016 International Tax Lunch: The Portfolio Interest Exception: All Secrets Revealed
August 2016 International Tax Lunch: Taking Your Trust Across the US Tax Border
May 2016 International Tax Lunch: PFIC Tests in Depth for Operating Companies
July 2016 International Tax Lunch: How To Use Nongrantor Trust Structures For Foreign Investment In U.S. Real Estate
April 2016 International Tax Lunch: Tax Planning for Foreign Service Providers with U.S. Clients
Workshops
Section 962 Workshop
Section 965 Workshop
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