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Comprehensive Comparison of the Tax Systems in CBI Nations: Grenada, Dominica, St. Lucia, Antigua and Barbuda, St. Kitts and Nevis

Interesting Jurisdictions / By

The Caribbean region is renowned for its appealing tax structures, particularly beneficial for investors and entrepreneurs aiming to lower their tax obligations while relishing the allure of a tropical haven. Nonetheless, not all Caribbean nations adhere to identical tax regulations and rates. Many have recently made noteworthy adjustments to align with international norms and to …

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US Pre-Expatriation Tax Planning – the Ultimate Tax Guide to Leaving the United States

U.S. Tax Planning / By

Every year, more and more US citizens renounce their citizenship, and green card holders give up their visa status. These actions could well trigger a tax problem: the US Expatriation Tax Regimes. The Expatriation Tax Regimes has two significant underlying components; the “Exit Tax” (IRC s.877a) and the “Inheritance Tax” (IRC s. 2801). Most have …

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The Ultimate Guide to Tax and Investment Strategy for Americans in France 2023

U.S. Tax Planning / By

In the context of the French tax system, the general principle is that tax laws are applied prospectively, meaning they come into effect for the tax year following their enactment. Retroactive application of tax laws is generally discouraged, as it may create uncertainty and disrupt taxpayers’ financial planning. However, there may be exceptional circumstances where …

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The Ultimate Guide to the ERC – Employee Retention Credit

U.S. Tax Planning / By

Eligibility questions Next steps 1. Did you have employees and pay wages to them between March 13, 2020, and December 31, 2021? For more info, see IRS.gov/ercqualified If yes, go to #2. If no, you aren’t eligible to claim the ERC. If you improperly claimed ERC, see Part C. 2. During that time, were you: A self-employed …

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Advanced Tax Planning for Americans moving to Spain – June 2023

Tax Planning for Spain / By

Inheritance tax in Spain applies to both residents and non-residents. It is commonly referred to as succession tax (impuesto de sucesiones y donaciones or ISD). This progressive tax is triggered when an individual receives an inheritance from a friend or relative, which can include property, money, or any other type of asset. While national rules …

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Let’s Talk About Stacking For US Expats in Low-Tax Jurisdictions

U.S. Tax Planning / By

Special rules govern the determination of the tax liability of individuals who exclude any amount from gross income under IRC § 911. These rules impose a “stacking” principle under which individuals who claim the foreign earned income exclusion (FEIE) and/or housing cost exclusion are subject to the same marginal tax rates as individuals with the …

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Tax and Investment Strategy for Americans in France

U.S. Tax Planning, Interesting Jurisdictions / By

VOICEOVER This podcast channel is about you: successful international entrepreneurs, successful expats, successful investors sponsored by HTJ.tax.  DERREN JOSEPH  Good afternoon, good evening, good morning, depending on where you are. Welcome to HTJ.tax, where we do all things tax. We try to demystify this somewhat confusing world of cross-border taxation. We’re live-streaming this, but we’re …

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Let’s Talk about Paraguay and Uruguay – Paul Kittson / Derren Joseph

Online Selling / By

VOICE-OVER This podcast channel is about you. Successful international entrepreneurs, successful expats, successful investors, sponsored by HTJ.tax  DERREN JOSEPH  Fantastic! Good morning, Paul. It’s wonderful to see you and finally connect with you. Let’s delve into Paraguay and touch upon Uruguay as well, given your experience with both countries. For those who have just joined …

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Let’s Talk About Artificial Intelligence and International Tax

Political / Economic Commentary / By

VOICE-OVER This podcast channel is about you, successful international entrepreneurs, successful expats, successful investors, sponsored by HTJ.tax. DERREN JOSEPH  First of all, for those joining us, hello and good afternoon. So, we’re HTJ.tax. We do these live streams as often as we can, but now, since it’s tax season, it’s not as regular as it …

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Iberia Unlocked: Pre-immigration tax considerations

Crypto Tax Planning, Tax Planning for Portugal, Tax Planning for Spain / By

VOICE-OVER  This podcast channel is about you, successful international entrepreneurs, successful expats, successful investors sponsored by HTJ.tax.  DERREN JOSEPH   All right, so fantastic. Good afternoon, good morning, or good evening, depending on your time zone. Welcome. My name is Derren Joseph of HTJ.tax. We do these live streams. I used to do these live streams …

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