by Noah Green CPA CFE | Oct 12, 2026 | American Expat Tax Lifecycle
The short version The foreign brokerage account is not itself a Passive Foreign Investment Company, or PFIC. The investment products inside the account may be. A locally ordinary mutual fund, exchange-traded fund, money-market fund, or other pooled investment can...
by Noah Green CPA CFE | Oct 11, 2026 | American Expat Tax Lifecycle
The short version Do not wait until your first overseas tax return to discover what is inside your portfolio. Before moving, build a line-by-line inventory that identifies the legal issuer, country of organization, account owner, acquisition date, cost basis,...
by Noah Green CPA CFE | Oct 10, 2026 | Foreign Assets and Family Transfers
Connect each receipt to the records supporting its source and character. The short version Your father says he sent a gift. The deposit names your uncle, and the funding account belongs to a family company. Before deciding whether Form 3520 applies, you need to...
by Noah Green CPA CFE | Oct 9, 2026 | Settlement Taxation
A settlement's stated amount and the cash available after fees and taxes are different calculations. The short version A settlement amount, the income reported on your return, and the cash deposited in your account can be three different numbers. The...
by Noah Green CPA CFE | Oct 8, 2026 | Cross-Border Equity
Illustration assumes continuous employment and fully vested shares at exercise; California's period ends earlier when employment terminates first. The short version You moved abroad, kept working for the same employer, and exercised a stock option after it...
