News

Switzerland's tax authority again issues reminder on disclosure of U.S.-client account details

For the fifth time since last December, Switzerland's Federal Tax Administration has published a list of banks banks, fiduciary firms and insurance companies that it says are on notice to provide it with information on their U.S. clients, in order that they are able to comply with the American anti-tax…

July 4, 2021
Tax
By Helen Burggraf

Today is 'Taxation of Expatriate and Cross-Border Individuals' Day (via Zoom)

The Institute of Tax Law at Queen Mary University's Centre for Commercial Law Studies in London will today (June 29) host a panel discussion, via Zoom, on the topic of "the Taxation of Expatriate and Cross-Border Individuals." The event will see a number of well-known experts on the subject sharing…

June 28, 2021
News

Expat vaccination issue heats up, as bipartisan group of U.S. Senators urges Blinken to act

A bipartisan group of U.S. lawmakers has written to U.S. Secretary of State Antony Blinken to urge him to make Covid-19 vaccines available to American expats at U.S. embassies and consulates overseas, even as U.S. embassies around the world continue to state on their websites that the U.S. government "does…

June 25, 2021
News

Opponents of U.S. 'extraterritorial taxation' flag up Canada plan to tax U.S. owners of Canadian homes

American expatriate campaigners against the U.S. system of citizenship-based taxation, which enables the U.S. to tax Americans who live in other countries – often as tax-paying dual citizens of these other countries – are calling attention to a campaign by a New York State congressman who is calling for the U.S. to…

June 25, 2021
News

New York, where Focus Financial is based (and listed)

Focus Financial Partners borrows 'in push to acquire' more advisory businesses

Focus Financial Partners, the NASDAQ-listed, New York-based partnership of independent, fiduciary wealth management firms that has been growing rapidly since it was founded in 2004, has said it is planning to borrow US$800 million to enable it to acquire more wealth management businesses, both within and outside of the U.S.

June 24, 2021
News

Dunhill Financial in 'soft launch' of new robo-adviser investment product for expats

Dunhill Financial, a London-based, American expatriate-focused financial advisory business, today unveiled an own-branded, low-cost and no-minimum robo-adviser savings product for "the emerging affluent investor."

June 24, 2021
News

Assn' of Accident'l Americans responds to State Dept in renunciation fee legal challenge

The Paris-based Association of Accidental Americans – along with the 20 "accidental Americans" of 13 different nationalities with which it is jointly challenging the U.S. government in court over the US$2,350 fee that the U.S. currently charges those wishing to renounce their American citizenship – today issued a formal, 45-page response to…

June 17, 2021
News

As Republicans complain, IRS says it's looking into leak of data behind ProPublica article

While news websites and newspapers continue to review, analyze and publish opinions based on ProPublica's recent and comprehensive research report on the relatively insignificant income taxes certain of Americas wealthiest Americans have been found to be paying, Republican politicians in Washington are, in their own words, "demanding answers," even as…

June 17, 2021
News

Latest tax and financial planning webinars, podcasts & events on offer

Once again, we're posting in our news section a selection of events from our regular "Listings" page, to help some of these online event sponsors and their audiences to find each other...

June 16, 2021
News

Friday's vote on the FATCA proposal in France's National Assembly

Setback for FATCA reciprocity advocates in France, as Assembly fails to approve amendment

The latest attempt by certain French lawmakers to introduce a proposed amendment that would oblige the U.S. to reciprocate with respect to the information it currently receives from France under FATCA has ended, after members of France's National Assembly voted against it late in the afternoon on Friday.

June 15, 2021
Tax
By Helen Burggraf

European Parliament hearing held in Brussels in 2019, in which 'accidental Americans' unleashed their frustrations over FATCA

Looming confrontation seen between U.S. and its FATCA signatories, as 'FATCA II' takes shape in Washington

As the dust begins to settle on the latest revelation of the gap between what America's wealthiest are paying in federal income taxes, and ordinary, law-abiding American taxpayers are – which came earlier this week, in the form of a major report by the non-profit, New York-based ProPublica investigative journalism…

June 11, 2021
News

News

Switzerland's tax authority again issues reminder on disclosure of U.S.-client account details

Today is 'Taxation of Expatriate and Cross-Border Individuals' Day (via Zoom)

Expat vaccination issue heats up, as bipartisan group of U.S. Senators urges Blinken to act

Opponents of U.S. 'extraterritorial taxation' flag up Canada plan to tax U.S. owners of Canadian homes

Focus Financial Partners borrows 'in push to acquire' more advisory businesses

Dunhill Financial in 'soft launch' of new robo-adviser investment product for expats

Assn' of Accident'l Americans responds to State Dept in renunciation fee legal challenge

As Republicans complain, IRS says it's looking into leak of data behind ProPublica article

Latest tax and financial planning webinars, podcasts & events on offer

Setback for FATCA reciprocity advocates in France, as Assembly fails to approve amendment

Looming confrontation seen between U.S. and its FATCA signatories, as 'FATCA II' takes shape in Washington

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American Expat Essentials

Acronyms

Congressman Holding to discuss ‘Tax Fairness for Americans Abroad’ bill in London in April

'Accidental Americans' group launches 'major' letter-writing campaign targeting Congressional Dems

Charles Schwab telling clients in UK, Europe their accounts must move or be transferred by year’s end

Call for expats to be included in U.S. coronavirus relief efforts, as citizenship-based tax regime faces test

Seven things that surprise Americans about U.K. mortgages, house-buying

UK MP vows to continue speaking out on behalf of ‘accidental Americans’ living in Britain

Republicans Overseas calls for executive order to help expats ahead of prez election

U.S. finally publishes final 2018 renunciation data

Accidental Americans latest: French banks warn of potential need to close 40,000 accounts

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