Blog
Cross-border tax, written for people who moved to the United States and built a career in technology. Foreign accounts, equity compensation, treaty positions, and the money that stayed behind.
When Your Parents Send Money: Form 3520 and the Reporting Threshold
A gift from family abroad is not taxable income. Failing to report it is still one of the most expensive mistakes in cross-border tax.
The Foreign Mutual Fund Problem: PFIC Rules Explained
The investment account you kept back home may be taxed under one of the harshest regimes in the U.S. code — and most preparers will not spot it.
The RSU Withholding Gap: Why April Costs More Than You Planned
Your employer withheld tax on your vest. It still was not enough. Here is exactly why, and how to stop it happening again.
FBAR for Immigrants: Reporting the Accounts You Left Back Home
If you moved to the U.S. and still have a bank account in your home country, the reporting obligation probably applies to you — and almost nobody tells you.
5 Bookkeeping Habits for a Side Business You Run After Work
Practical bookkeeping for a consulting practice or side business that shares a calendar with a full-time technology job.