🦊 Expat Tax Tip #18

🦊 Expat Tax Tip #18 – Departure Tax & Capital Gains When Leaving a Country   Leaving your home country doesn’t mean leaving tax behind! Many tax offices apply “departure tax” or capital gains rules when you give up residency. These rules often treat you as though you sold certain assets the day before you […]

🦊 Expat Tax Tip #17 – How Stock Options & RSUs Are Taxed When You Move Abroad

Expat Tax Tip #17 – How Stock Options & RSUs Are Taxed When You Move Abroad Equity compensation is one of the trickiest parts of expat life. When you’re granted stock options or RSUs (restricted stock units), the tax office may treat them differently depending on where you were living when they vested or exercised. […]

Expat Tax Tip #16 – Dividends & Investments Abroad Aren’t Always Tax-Free

Expat Tax Tip #16 – Dividends & Investments Abroad Aren’t Always Tax-Free ## Expat Foreign Dividend Tax Rules Expats often assume foreign dividends are only taxed overseas, but expat tax rules mean most countries tax them twice — once at source, once at home. 📘 For strategies to avoid double-tax traps, see my Canada Expat […]

🦊 Expat Tax Tip #15 – How Housing & Travel Allowances Are Taxed

🦊 Expat Tax Tip #15 – How Housing & Travel Allowances Are Taxed ## Expat Housing & Travel Allowance Tax Rules One perk of expat life is a housing allowance or travel support, but don’t assume these are tax-free. 📘 Want a practical breakdown of how to file when allowances are included in your income? […]

🦊 Expat Tax Tip #14 – Crypto Isn’t Invisible to Tax Offices

🦊 Expat Tax Tip #14 – Crypto Isn’t Invisible to Tax Offices ## Expat Crypto Tax Rules by Country Many expats assume crypto is invisible. In reality, expat crypto tax rules mean ATO, CRA, and IRS all require reporting. — even if the coins never touch your home bank account. 📘 For practical strategies on handling […]

🦊 Expat Tax Tip #13 – Inheritance & Estate Taxes Can Follow You Abroad

🦊 Expat Tax Tip #13 – Inheritance & Estate Taxes Can Follow You Abroad   Expats often assume they avoid inheritance tax or estate taxes by moving abroad. The truth: these can still apply worldwide 📘 Planning to pass assets across borders? See my Product Library for guides that cover residency, inheritance, and tax planning. […]

🦊 Expat Tax Tip #12 – Watch Out for Double Social Security Contributions

Expat Tax Tip #12 – Watch Out for Double Social Security Contributions Double Social Security Contributions & Totalization Agreements Many expats face double social security contributions when working abroad — one at home and one overseas — one in their home country and one in their host country. Unlike income taxes, there isn’t always a […]

🦊 Expat Tax Tip #11 – Keep Track of Days In & Out

🦊 Expat Tax Tip #11 – Keep Track of Days In & Out For expats, day counting is everything. Tax residency often depends on how many days you spend inside or outside a country. Missing the count by even a few days can change your entire tax status. 📘 Want a simple breakdown of how […]

Tip #9 Tax Residency ≠ Citizenship

Expat Tax Tip #9 Tax Residency ≠ Citizenship One of the biggest mistakes expats make is thinking citizenship and tax residency are the same thing. They’re not. 📘 Learn the full rules in my Australia Expat Tax Basics Course and Canada Expat Tax Basics Course. 🔗 External reference: ATO residency tests | CRA residency status […]

tip 8 Don’t Forget Bank Accounts Abroad

Expat Tax Tip #8 – Don’t Forget Bank Accounts Abroad Even if you’ve moved overseas, your foreign bank accounts might still be reportable to your home country.   Australians: The ATO may ask about your offshore accounts if you’re still tax resident, or if money is flowing back to Australia. Canadians: If your foreign assets […]