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USTAXFS new appointments

USTAXFS UK appoints ex-EY Frank Hirth’s, Glenn Snow, as Tax Director in its Private Client Group, alongside a series of strategic hires and promotions We are delighted to announce that USTAXFS UK has appointed award-winning industry star Glenn Snow, formerly EY Frank Hirth, to the position of Tax Director within the Private Client Group. The […]

Pillar 2: A Deep Dive into the Swiss Pension System for American Expats

This Swiss Pillar article was produced in collaboration with Connected Financial Planning.  Occupational Pension or Work Pension This Pillar 2 plan is similar to the US 401(k) and 403(b) type plans. It is comprised of two parts:  1. Mandatory benefits (BVG-LPP) For those who are self-employed, you may choose to make voluntary contributions. If you […]

2022 US tax year changes: Individual, estate and gift taxes

The annual tax filing season opened on Monday this week, and we are delighted to summarize some important changes to the 2022 US tax year when compared to prior years. The most notable changes are: The first page of Form 1040 will look significantly different for the 2022 US tax year than prior years. There […]

Key 2023 dates for US/UK tax filing

The US tax year runs from 1st January to 31st December each year. For anyone subject to US tax systems, there are a number of deadlines and dates that you need to be aware of throughout each tax period, wherever you are in the world. Below are the 2023 US tax deadlines for the 2022 […]

Controlled Foreign Corporation (CFC) – Who is Subject to Taxation?

Can a US person who owns shares in a foreign corporation be subject to current taxation on the undistributed earnings and profits of that foreign corporation? The short answer to that question is that it is possible but as with everything US tax related, the answer depends on the facts and circumstances of each case. […]

IRS Scams Investigations to include Pensions, Insurance & Digital Currency

For about 20 years now, the IRS has been annually publishing a ‘Dirty Dozen’ list of common taxpayer “scams.” The intent is to warn taxpayers, tax professionals, financial institutions, and financial advisors of abusive transactions, including bogus tax avoidance strategies as well as consumer-focused scams that target average taxpayers. The IRS identifies problem areas through audits, promoter […]

Maltese Pension Plans: The Malta/US Income Tax Treaty

Over the past decade, pension plans have been established and licensed in Malta with particular consideration given to US taxpayers. A number of these plans were designed to accept “rollovers” from foreign pension plans owned by US persons – most notably from UK pension plans – combining the tax deferral benefits of a Qualifying Recognised […]

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