13 Dec 2013 | Net Investment Income Tax (NIIT), US Tax
I think this quote from the August 2013 issue of the Journal of Accountancy sums it up pretty well: “The new surtax on net investment income will come as a surprise to many individuals… Even more surprising for individuals will be that most tax credits (e.g. the...
11 Feb 2011 | Uncategorized
Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts is due every year on June 30, with no extensions possible. This form needs to be completed if the total combined value of all of your accounts outside of the United States exceeded $10,000 at any point...
24 Dec 2010 | Dutch Tax, Pensions
It’s getting close to the end of the year and the final deadline for Roth IRS conversions. The rules have been relaxed quite a bit so that pretty much anyone can convert their “Traditional” IRA to a “Roth” IRA. The cost of doing this for...
14 Sep 2010 | Dutch Inheritance Tax
One of my most shocking discoveries in working with US clients in the Netherlands is how few of them realize that they are potentially subject to Dutch Inheritance Tax (Successiebelasting). Many US citizens living in the Netherlands (actually their heirs) would in...
11 May 2008 | Uncategorized
Many expats end up with a bit of savings while living outside the US. In addition, moving around to different countries and working for many different companies can leave expats feeling left out (or at least confused) when it comes to pension plans and social security...
