by Noah Green CPA CFE | Jun 20, 2026 | American Expat Tax Lifecycle
The short version Menaje de casa is the México move rule people hear about when they start shipping furniture, clothes, books, tools, and ordinary household goods. The idea is simple: qualifying used household goods can enter México without import duties when the...
by Noah Green CPA CFE | Jun 20, 2026 | American Expat Tax Lifecycle
The short version Mexico is different from several popular South America moves because the United States actually has an income-tax treaty with Mexico. That treaty can help. It can give you a residence tie-breaker, reduce double-tax risk for certain income, coordinate...
by Noah Green CPA CFE | Jun 20, 2026 | Scam & Theft Loss Deductions
The short version A theft or fraud loss file needs more than a police report and a dollar total. Before you file or amend, the file should show what property was stolen, that the loss fits a tax-recognized theft theory, when you discovered the loss, whether...
by Noah Green CPA CFE | Jun 20, 2026 | Scam & Theft Loss Deductions
The short version Form 1040-X is a filing mechanism. It is not a strategy by itself. If you later discover that a theft, scam, or fraud loss may have belonged on an earlier return, an amended return may be the right way to correct that year and claim a refund. But an...
by Noah Green CPA CFE | Jun 20, 2026 | Scam & Theft Loss Deductions
The short version For an individual, IRC 165 does not treat every stolen dollar the same way. A theft loss connected to a trade or business has one path. A personal theft loss has another, narrower path. Many scam-loss questions turn on the middle category: a loss...
