Episode 54
A Story Of Good Intentions, Bad Investments, And Why Doing “Some Research” Isn’t Enough When You’re Living Between Tax Systems | From The Trenches With James Boyle
Richard and James are back with more cautionary financial tales. Richard Taylor, founder of Plan First Wealth, recently spoke to a connection who “had done…
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Episode 53
How The UK’s Statutory Residence Test Works, And How You Can Stay Compliant | Ask An Expert with Aidan Grant
Richard and James are back with more cautionary financial tales. Richard Taylor, founder of Plan First Wealth, recently spoke to a connection who “had done…
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Episode 52
A Real Doozy | From The Trenches with James Boyle
The market has rebounded from a rough April, but that period caused significant emotional stress for both clients and advisors. In these market downturns it’s…
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Episode 51
What To Do With Your UK Pensions Once You Settle In The US | Ask An Expert with Holly Caulder
If you’re an expat of means in America and you don’t have a good cross-border team around you – financial, tax, and estate – there’s a high chance you’re in non-compliance. That’s especially true with UK pension holders in the US.
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Episode 50
Turning Market Volatility Into Tax Savings – 50th Episode Special | From The Trenches with James Boyle
In a year of economic whiplash, staying invested is easier said than done, particularly when the market drops 20% in ten days. But that’s when…
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Episode 49
Everything You Need To Know About Tax Compliance – From An IRS Veteran | Ask An Expert with Dan Price
“The US system of tax reporting and FBAR reporting is exceedingly complex, and materially differs from the reporting requirements in most other countries in the…
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Episode 48
Mastering The Art of Doing Nothing | From The Trenches with James Boyle
There’s a well-known fable told within the investment industry that claims Fidelity conducted an internal review of customer performance from 2003 to 2013. The wealth…
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Episode 47
PFICs: The Number One Expat Landmine That Can Easily Be Avoided | Ask An Expert with Brian Dunhill
Are your foreign investments quietly wrecking your US tax situation? They might be. This week’s Ask An Expert show features Brian Dunhill, a seasoned financial…
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Episode 46
Trump, Tariffs, Mayhem – The Week From Investing Hell | From The Trenches with James Boyle
Episode 46 Shownotes – Trump, tariffs, mayhem – the week from investing hell | From The Trenches with James Boyle “When selling feels right, that’s…
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Episode 45
Leaving the USA: Relinquishing Green Card / Renouncing US Citizenship – Beware The Exit Tax | Ask an Expert with Virginia La Torre Jeker, J.D.
Episode 45 Shownotes – Leaving the USA: Relinquishing Green Card / Renouncing US Citizenship – Beware The Exit Tax | Ask an Expert with Virginia…
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