The largest subset of US expats are living in Canada. Our neighbor to the north is the place where we have the most clients residing outside of the US and there are some common issues that...

If you are a US expat, the requirement to file a US tax return can be painful but the tax liability doesn’t need to be. There are three main ways that expats can reduce their US tax liabilit...

What is the FBAR (also known as FinCen Form 114), and why is it so important? An FBAR is a report filed with the Financial Crimes Enforcement Network which is part of the Department of Treas...

What is a US expat? An expat is a US citizen who is living in a foreign country. For some people it’s a US citizen that has been transferred to another country for work purposes on...

For every single individual taxpayer who has a mortgage on their principal residence, your mortgage rate just went up with the new tax bill and I can prove it. ...

For business owners with vehicles in their business the new tax bill has a few wrinkles that will affect how you treat those vehicles. There are two big items to discuss. ...

You don’t have to be Tom Petters or Al Capone to have two sets of books.  In fact, I believe that most if not all businesses can benefit from having two sets of books (financial statements), legally. ...

As your company continues to grow, the number of participants in your retirement plan will likely grow as well. This can often trigger the need for an audit of your retirement plan. If your plan is approaching 120 participants, it’s time to start thinking about the audit p...

Are you investing in a benefit plan through your employer?  If you are, do you regularly check the deduction from your pay check?  Do you receive monthly or quarterly statements summarizing your account activity?  Do you read those statements?  Do you know what to do if ...

Cash is King! This is what I hear from many clients. It is very true since it is the deciding factor for many business decisions....

As a business owner, you know that it’s easy to spend nearly every working hour on the multitude of day-to-day tasks and crises that never seem to end....