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About Derren

Education Summary

  • Comparative Tax Program at Harvard
  • I am an EA (Enrolled Agent). As an EA, I have been admitted to practice before the Internal Revenue Service (IRS) to represent taxpayers in all 50 states and internationally.
  • 2 Masters Degrees in Economics and a Certified Diploma from the ACCA (Association of Chartered Certified Accountants in the UK).
  • Executive Education at Columbia Business School, and Advanced Tax coursework at both New York University and the University of London.

Career Summary

  • Chair of the Tax Working Group for Moores Rowland in the Asia Pacific (offices in 18 countries) – htps://mooresrowland-asiapac.com/
  • Leadership / Global Commitee of the International Business Structuring Association – htps://www.theibsa.org/about-us/leadership
  • Member of the Briefing Group advising The Rt. Hon. The Lord Mayor of the City of London on current and emerging international tax issues.
  • Board of Advisors of an American Social Media company called Vlogmi – htps://www.vlogmi.com
  • Published 3 books on taxation, one of which was an Amazon Best Seller in 2020.

My views have been published in the Singapore Business Review, Forbes Asia, and the American Chamber of Commerce in Indonesia, the International Business Structuring Association (in the UK), Offshore Alert, and the (Trinidad) Guardian. And I have given “in person” seminars on tax issues in the U.S., the U.K., Singapore, Indonesia, Malaysia, Vietnam, The Philippines, Portugal, Hong Kong, UAE, and the Caribbean.

Read
My Books
on Amazon
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Pre Migration
Tax
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Let Us Create
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for $15,000

Derren's Recent Blog Posts

Derren's Recent YouTube Videos

[ Offshore Tax ] Does the IRS Tax All Foreign Assets of Wealthy Immigrants?

Strategies often used in US Pre-Immigration Tax Planning:
PFIC Mitigation: This strategy aims to avoid punitive taxation on certain non-U.S. investments like mutual funds, life insurance policies, or pension plans that may be classified as Passive Foreign Investment Companies (PFICs). Holding passive assets through offshore corporations does not easily defer passive income due to U.S. anti-deferral rules. However, certain variable life insurance products can defer income, potentially avoiding U.S. income and estate taxes if structured correctly. PFICs are foreign corporations meeting specific criteria, and many foreign mutual funds, pension funds, money market accounts, and some REITs could fall under this category.
Accelerating Income: This strategy prioritizes realizing non-U.S. source income while deferring losses and deductible expenses. Accounts receivables, stock options, accumulated earnings from foreign entities, taxable deferred compensation plans, and notes from installment sales, are collected. Attention should be given to assets with substantial built-in gain.
Basis Step Up: To minimize U.S. taxation on appreciated assets acquired before moving to the U.S., individuals use a planning technique with no tax consequences in their country of origin. Engaging in a transaction before relocating to the U.S. treats it as a sale of the property for U.S. tax purposes while remaining non-taxable for foreign country purposes.
Foreign Tax Credit: For business holdings in high-tax jurisdictions outside the U.S., this strategy addresses double taxation. Earnings are first taxed in the foreign jurisdiction and again in the U.S. (at a fixed corporate rate of 21% and a maximum rate of 37% for individuals) upon distribution to the U.S. resident. Certain structures allow the U.S. resident to credit the foreign taxes paid against their U.S. taxes, eliminating U.S. taxation on foreign earnings. Treating a foreign entity as a disregarded entity for U.S. tax purposes, individuals credit the foreign taxes paid against their U.S. income taxes on the same foreign income.
Qualified Dividends: This strategy is suitable for business holdings in low-tax jurisdictions. It involves repatriating earnings through a qualifying treaty country, subjecting the earnings to lower taxation rates (rather than higher ordinary rates of up to 37%) and avoiding certain U.S. taxes.
Trusts: Finally, we help individuals establish trust before moving to the United States. A trust is a legal structure that holds assets in the name of the trust rather than the individual transferring the assets. The earnings are distributed to the person(s) designated in the trust. Asset protection, probate avoidance, and estate tax blockers are not typically considered tax plays.

TIMESTAMPS:
0:00 INTRO
0:36 Income-producing assets
1:11 Capital gain taxation
1:38 Outro


--------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
- Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world.

SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION:
https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1
--------------------------------------------------
WATCH OTHER VIDEOS:
https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
Here are 4 ways we can help you:
SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/
STREAM premium educational videos: https://htj.tax/youtube/
CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/
High Net Worth? We can QUOTE for doing your "US-International" tax returns.

FOR MORE DETAILS, CONNECT WITH US:
✉ Contact us at help@advancedamericantax.com
--------------------------------------------------
FOLLOW US ON:.
🌍 Check our website: https://htj.tax/
🎙️ Listen to our podcast: https://podcast.htj.tax/
📸 Add us on Instagram: https://www.instagram.com/htj.tax/
🐦 Add us on Twitter: https://twitter.com/derren43/
📕 Add us on Facebook: https://www.facebook.com/htj.tax
💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332

#OffshoreTaxPlanning #TaxMitigation #PreImmigrationTax #PFICStrategies #IncomeAcceleration #BasisStepUp #ForeignTaxCredit #QualifiedDividends #OffshoreTrusts #TaxEfficiency #WealthMigration #InternationalTaxation #AssetProtection #EstatePlanning #TaxStrategies

[ Offshore Tax ] Does the IRS Tax All Foreign Assets of Wealthy Immigrants?

Strategies often used in US Pre-Immigration Tax Planning:
PFIC Mitigation: This strategy aims to avoid punitive taxation on certain non-U.S. investments like mutual funds, life insurance policies, or pension plans that may be classified as Passive Foreign Investment Companies (PFICs). Holding passive assets through offshore corporations does not easily defer passive income due to U.S. anti-deferral rules. However, certain variable life insurance products can defer income, potentially avoiding U.S. income and estate taxes if structured correctly. PFICs are foreign corporations meeting specific criteria, and many foreign mutual funds, pension funds, money market accounts, and some REITs could fall under this category.
Accelerating Income: This strategy prioritizes realizing non-U.S. source income while deferring losses and deductible expenses. Accounts receivables, stock options, accumulated earnings from foreign entities, taxable deferred compensation plans, and notes from installment sales, are collected. Attention should be given to assets with substantial built-in gain.
Basis Step Up: To minimize U.S. taxation on appreciated assets acquired before moving to the U.S., individuals use a planning technique with no tax consequences in their country of origin. Engaging in a transaction before relocating to the U.S. treats it as a sale of the property for U.S. tax purposes while remaining non-taxable for foreign country purposes.
Foreign Tax Credit: For business holdings in high-tax jurisdictions outside the U.S., this strategy addresses double taxation. Earnings are first taxed in the foreign jurisdiction and again in the U.S. (at a fixed corporate rate of 21% and a maximum rate of 37% for individuals) upon distribution to the U.S. resident. Certain structures allow the U.S. resident to credit the foreign taxes paid against their U.S. taxes, eliminating U.S. taxation on foreign earnings. Treating a foreign entity as a disregarded entity for U.S. tax purposes, individuals credit the foreign taxes paid against their U.S. income taxes on the same foreign income.
Qualified Dividends: This strategy is suitable for business holdings in low-tax jurisdictions. It involves repatriating earnings through a qualifying treaty country, subjecting the earnings to lower taxation rates (rather than higher ordinary rates of up to 37%) and avoiding certain U.S. taxes.
Trusts: Finally, we help individuals establish trust before moving to the United States. A trust is a legal structure that holds assets in the name of the trust rather than the individual transferring the assets. The earnings are distributed to the person(s) designated in the trust. Asset protection, probate avoidance, and estate tax blockers are not typically considered tax plays.

TIMESTAMPS:
0:00 INTRO
0:36 Income-producing assets
1:11 Capital gain taxation
1:38 Outro


--------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
- Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world.

SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION:
https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1
--------------------------------------------------
WATCH OTHER VIDEOS:
https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
Here are 4 ways we can help you:
SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/
STREAM premium educational videos: https://htj.tax/youtube/
CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/
High Net Worth? We can QUOTE for doing your "US-International" tax returns.

FOR MORE DETAILS, CONNECT WITH US:
✉ Contact us at help@advancedamericantax.com
--------------------------------------------------
FOLLOW US ON:.
🌍 Check our website: https://htj.tax/
🎙️ Listen to our podcast: https://podcast.htj.tax/
📸 Add us on Instagram: https://www.instagram.com/htj.tax/
🐦 Add us on Twitter: https://twitter.com/derren43/
📕 Add us on Facebook: https://www.facebook.com/htj.tax
💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332

#OffshoreTaxPlanning #TaxMitigation #PreImmigrationTax #PFICStrategies #IncomeAcceleration #BasisStepUp #ForeignTaxCredit #QualifiedDividends #OffshoreTrusts #TaxEfficiency #WealthMigration #InternationalTaxation #AssetProtection #EstatePlanning #TaxStrategies

1 0

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13LktjcGx3dzZGbG1r

[ Offshore Tax ] Does the IRS Tax All Foreign Assets of Wealthy Immigrants?

13 hours ago

[ Offshore Tax ] Handling UK Retirement Accounts After Relocating Back to the US from the UK

The taxability of a UK Pension Plan in the U.S. under the US/UK tax treaty is a complex issue. Unfortunately, the guidance and previous rulings from the IRS do not make the answer easy to decipher.
Whether or not the UK pension is taxable in the US will depend on various factors. The primary source of law, and a source of confusion, is the US-UK income tax treaty (main treaty).
Some of the key issues include:
Is my 25% tax-free UK pension withdrawal taxed?
Are the contributions to my foreign retirement tax deductible?
Personal Pension vs. Employment Pension
Is the growth within the pension fund taxable?
FBAR & FATCA Reporting
Form 8833 Treaty Position
The taxability of a UK Pension Plan in the U.S. is complex and depends on various factors. it’s advisable to consult a tax professional.


TIMESTAMPS:
0:00 INTRO
0:40 Handling UK Retirement Accounts
1:10 Reviewing retirement account when Relocating Back to the US from the UK
2:40 OUTRO


--------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
- Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world.

SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION:
https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1
--------------------------------------------------
WATCH OTHER VIDEOS:
https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
Here are 4 ways we can help you:
SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/
STREAM premium educational videos: https://htj.tax/youtube/
CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/
High Net Worth? We can QUOTE for doing your "US-International" tax returns.

FOR MORE DETAILS, CONNECT WITH US:
✉ Contact us at help@advancedamericantax.com
--------------------------------------------------
FOLLOW US ON:.
🌍 Check our website: https://htj.tax/
🎙️ Listen to our podcast: https://podcast.htj.tax/
📸 Add us on Instagram: https://www.instagram.com/htj.tax/
🐦 Add us on Twitter: https://twitter.com/derren43/
📕 Add us on Facebook: https://www.facebook.com/htj.tax
💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332

#OffshoreTax #RetirementAccounts #USUKTaxTreaty #UKPension #TaxComplexity #TaxGuidance #TaxRulings #TaxTreaty #TaxConfusion #TaxConsiderations #PensionTaxation #TaxDeductible #FBARReporting #FATCAReporting #TaxProfessionalAdvice

[ Offshore Tax ] Handling UK Retirement Accounts After Relocating Back to the US from the UK

The taxability of a UK Pension Plan in the U.S. under the US/UK tax treaty is a complex issue. Unfortunately, the guidance and previous rulings from the IRS do not make the answer easy to decipher.
Whether or not the UK pension is taxable in the US will depend on various factors. The primary source of law, and a source of confusion, is the US-UK income tax treaty (main treaty).
Some of the key issues include:
Is my 25% tax-free UK pension withdrawal taxed?
Are the contributions to my foreign retirement tax deductible?
Personal Pension vs. Employment Pension
Is the growth within the pension fund taxable?
FBAR & FATCA Reporting
Form 8833 Treaty Position
The taxability of a UK Pension Plan in the U.S. is complex and depends on various factors. it’s advisable to consult a tax professional.


TIMESTAMPS:
0:00 INTRO
0:40 Handling UK Retirement Accounts
1:10 Reviewing retirement account when Relocating Back to the US from the UK
2:40 OUTRO


--------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
- Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world.

SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION:
https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1
--------------------------------------------------
WATCH OTHER VIDEOS:
https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
Here are 4 ways we can help you:
SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/
STREAM premium educational videos: https://htj.tax/youtube/
CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/
High Net Worth? We can QUOTE for doing your "US-International" tax returns.

FOR MORE DETAILS, CONNECT WITH US:
✉ Contact us at help@advancedamericantax.com
--------------------------------------------------
FOLLOW US ON:.
🌍 Check our website: https://htj.tax/
🎙️ Listen to our podcast: https://podcast.htj.tax/
📸 Add us on Instagram: https://www.instagram.com/htj.tax/
🐦 Add us on Twitter: https://twitter.com/derren43/
📕 Add us on Facebook: https://www.facebook.com/htj.tax
💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332

#OffshoreTax #RetirementAccounts #USUKTaxTreaty #UKPension #TaxComplexity #TaxGuidance #TaxRulings #TaxTreaty #TaxConfusion #TaxConsiderations #PensionTaxation #TaxDeductible #FBARReporting #FATCAReporting #TaxProfessionalAdvice

0 0

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13LjVBU0RrWC0xeTcw

[ Offshore Tax ] Handling UK Retirement Accounts After Relocating Back to the US from the UK

April 17th

[ Offshore Tax ] When Do Migrants Become U.S. Tax Residents?

You typically become a U.S. tax resident when you enter the States on an immigrant visa. Qualified tax professionals conduct pre-immigration tax planning by following these steps:
Gather information from the client. The tax professional will need to gather information from the client, such as their citizenship, visa status, income, assets, and investments. This information will be used to assess the client’s current tax situation and identify potential tax risks.
Analyze the tax laws. The tax professional will need to analyze the U.S. tax laws, as well as the tax laws of the client’s home country. This will help the tax professional understand the client’s tax liability and identify potential tax planning strategies.
Develop a tax plan. The tax professional will develop a tax plan tailored to the client’s specific needs and goals. The tax plan may include strategies to reduce taxes, such as transferring assets to a foreign trust or donating assets to charity.
Implement the tax plan. The tax professional will help the client implement the tax plan. This may involve changing the client’s financial arrangements or filing amended tax returns.
Monitor the tax plan. The tax professional will monitor the tax plan to ensure that it is still effective. The tax professional will also make adjustments to the plan as needed, such as if the client’s circumstances change.

TIMESTAMPS:
0:00 INTRO
0:43 Entering the USA as a non-immigrant
1:00 Reporting any revenue in the USA
2:00 Visiting USA as a worker
2:40 OUTRO


--------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
- Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world.

SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION:
https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1
--------------------------------------------------
WATCH OTHER VIDEOS:
https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
Here are 4 ways we can help you:
SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/
STREAM premium educational videos: https://htj.tax/youtube/
CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/
High Net Worth? We can QUOTE for doing your "US-International" tax returns.

FOR MORE DETAILS, CONNECT WITH US:
✉ Contact us at help@advancedamericantax.com
--------------------------------------------------
FOLLOW US ON:.
🌍 Check our website: https://htj.tax/
🎙️ Listen to our podcast: https://podcast.htj.tax/
📸 Add us on Instagram: https://www.instagram.com/htj.tax/
🐦 Add us on Twitter: https://twitter.com/derren43/
📕 Add us on Facebook: https://www.facebook.com/htj.tax
💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332

#OffshoreTax #TaxResidents #MigrantTax #TaxPlanning #ImmigrantTax #TaxStrategies #TaxLaw #USVisa #TaxRisk #TaxProfessional #TaxLiability #ForeignTrust #TaxCompliance #TaxAdvice #TaxStrategy

[ Offshore Tax ] When Do Migrants Become U.S. Tax Residents?

You typically become a U.S. tax resident when you enter the States on an immigrant visa. Qualified tax professionals conduct pre-immigration tax planning by following these steps:
Gather information from the client. The tax professional will need to gather information from the client, such as their citizenship, visa status, income, assets, and investments. This information will be used to assess the client’s current tax situation and identify potential tax risks.
Analyze the tax laws. The tax professional will need to analyze the U.S. tax laws, as well as the tax laws of the client’s home country. This will help the tax professional understand the client’s tax liability and identify potential tax planning strategies.
Develop a tax plan. The tax professional will develop a tax plan tailored to the client’s specific needs and goals. The tax plan may include strategies to reduce taxes, such as transferring assets to a foreign trust or donating assets to charity.
Implement the tax plan. The tax professional will help the client implement the tax plan. This may involve changing the client’s financial arrangements or filing amended tax returns.
Monitor the tax plan. The tax professional will monitor the tax plan to ensure that it is still effective. The tax professional will also make adjustments to the plan as needed, such as if the client’s circumstances change.

TIMESTAMPS:
0:00 INTRO
0:43 Entering the USA as a non-immigrant
1:00 Reporting any revenue in the USA
2:00 Visiting USA as a worker
2:40 OUTRO


--------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
- Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world.

SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION:
https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1
--------------------------------------------------
WATCH OTHER VIDEOS:
https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
Here are 4 ways we can help you:
SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/
STREAM premium educational videos: https://htj.tax/youtube/
CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/
High Net Worth? We can QUOTE for doing your "US-International" tax returns.

FOR MORE DETAILS, CONNECT WITH US:
✉ Contact us at help@advancedamericantax.com
--------------------------------------------------
FOLLOW US ON:.
🌍 Check our website: https://htj.tax/
🎙️ Listen to our podcast: https://podcast.htj.tax/
📸 Add us on Instagram: https://www.instagram.com/htj.tax/
🐦 Add us on Twitter: https://twitter.com/derren43/
📕 Add us on Facebook: https://www.facebook.com/htj.tax
💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332

#OffshoreTax #TaxResidents #MigrantTax #TaxPlanning #ImmigrantTax #TaxStrategies #TaxLaw #USVisa #TaxRisk #TaxProfessional #TaxLiability #ForeignTrust #TaxCompliance #TaxAdvice #TaxStrategy

0 0

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13LnVEUU9HRTNCNVhN

[ Offshore Tax ] When Do Migrants Become U.S. Tax Residents?

April 16th

[ Offshore Tax ] Managing US Retirement Accounts When Returning to the UK from the US

Under the Internal Revenue, any distribution from a qualified plan, such as an IRA or 401(k) plan, that does not qualify as an eligible rollover-distribution, is generally subject to mandatory income tax withholding. Although IRA and 401(k) plan distributions are subject to a 20% withholding tax, the U.S. income tax assessed on the withdrawal could be significantly higher, depending on the participant’s marginal tax bracket. In addition, Internal Revenue Code Section 72(t) imposes a 10% additional income tax on some distributions to individuals who have not reached the age of 59 ½.
The Effect of Income Tax Treaties
Tax treaties may provide an additional legal forum for the taxation of distributions from qualified plans. In certain cases, non-resident participants of qualified plans can reduce or even eliminate U.S. tax associated with a distribution from an IRA or 401(k) plan.
In order for a non-resident to utilize a tax treaty to reduce or eliminate the U.S. tax consequences associated with an IRA or 401(k) plan distribution, the non-resident must reside in one of the 58 countries that have an income tax treaty with the United States.

TIMESTAMPS:
0:00 INTRO
0:44 Treatment of retirement back to UK from USA
1:15 401K and IRA in UK
1:50 Dual tax agreement of UK and USA
2:20 OUTRO



--------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
- Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world.

SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION:
https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1
--------------------------------------------------
WATCH OTHER VIDEOS:
https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
Here are 4 ways we can help you:
SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/
STREAM premium educational videos: https://htj.tax/youtube/
CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/
High Net Worth? We can QUOTE for doing your "US-International" tax returns.

FOR MORE DETAILS, CONNECT WITH US:
✉ Contact us at help@advancedamericantax.com
--------------------------------------------------
FOLLOW US ON:.
🌍 Check our website: https://htj.tax/
🎙️ Listen to our podcast: https://podcast.htj.tax/
📸 Add us on Instagram: https://www.instagram.com/htj.tax/
🐦 Add us on Twitter: https://twitter.com/derren43/
📕 Add us on Facebook: https://www.facebook.com/htj.tax
💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332

#OffshoreTax #RetirementPlanning #IRA #401k #USUKTax #TaxTreaties #InternationalTax #ExpatsFinance #TaxWithholding #IncomeTax #TaxationAgreements #CrossBorderTax #ForeignRetirement #TaxPlanning #USExpatsUK

[ Offshore Tax ] Managing US Retirement Accounts When Returning to the UK from the US

Under the Internal Revenue, any distribution from a qualified plan, such as an IRA or 401(k) plan, that does not qualify as an eligible rollover-distribution, is generally subject to mandatory income tax withholding. Although IRA and 401(k) plan distributions are subject to a 20% withholding tax, the U.S. income tax assessed on the withdrawal could be significantly higher, depending on the participant’s marginal tax bracket. In addition, Internal Revenue Code Section 72(t) imposes a 10% additional income tax on some distributions to individuals who have not reached the age of 59 ½.
The Effect of Income Tax Treaties
Tax treaties may provide an additional legal forum for the taxation of distributions from qualified plans. In certain cases, non-resident participants of qualified plans can reduce or even eliminate U.S. tax associated with a distribution from an IRA or 401(k) plan.
In order for a non-resident to utilize a tax treaty to reduce or eliminate the U.S. tax consequences associated with an IRA or 401(k) plan distribution, the non-resident must reside in one of the 58 countries that have an income tax treaty with the United States.

TIMESTAMPS:
0:00 INTRO
0:44 Treatment of retirement back to UK from USA
1:15 401K and IRA in UK
1:50 Dual tax agreement of UK and USA
2:20 OUTRO



--------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
- Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world.

SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION:
https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1
--------------------------------------------------
WATCH OTHER VIDEOS:
https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
Here are 4 ways we can help you:
SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/
STREAM premium educational videos: https://htj.tax/youtube/
CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/
High Net Worth? We can QUOTE for doing your "US-International" tax returns.

FOR MORE DETAILS, CONNECT WITH US:
✉ Contact us at help@advancedamericantax.com
--------------------------------------------------
FOLLOW US ON:.
🌍 Check our website: https://htj.tax/
🎙️ Listen to our podcast: https://podcast.htj.tax/
📸 Add us on Instagram: https://www.instagram.com/htj.tax/
🐦 Add us on Twitter: https://twitter.com/derren43/
📕 Add us on Facebook: https://www.facebook.com/htj.tax
💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332

#OffshoreTax #RetirementPlanning #IRA #401k #USUKTax #TaxTreaties #InternationalTax #ExpatsFinance #TaxWithholding #IncomeTax #TaxationAgreements #CrossBorderTax #ForeignRetirement #TaxPlanning #USExpatsUK

0 0

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13Ll8yR1hRQmNiZFhB

[ Offshore Tax ] Managing US Retirement Accounts When Returning to the UK from the US

April 15th

[Offshore Tax] Tax Strategies for US Immigrants with Dubai Rental Properties and Equity Investments

Pre-immigration tax planning is important for those wishing to migrate to the USA because it can help minimize their tax liability and avoid unexpected surprises.
Here are some of the benefits of pre-immigration tax planning:
Identifying and Understanding Tax Obligations: The USA has a complex tax system, and it can be difficult to understand all of your tax obligations if you are not familiar with the system. Pre-immigration tax planning can help you identify and understand your tax obligations so that you can plan accordingly.
2.    Reducing Tax Liability: There are a number of strategies that you can use to reduce your tax liability.
3.   Avoiding Unexpected Surprises: USA tax laws are constantly changing. Staying up-to-date on the latest changes is important. Pre-immigration tax planning can help you avoid any unexpected surprises by making sure that you are aware of the latest tax laws.
If you are considering migrating to the USA, it is important to speak with a tax advisor to discuss your individual circumstances and develop a pre-immigration tax plan. This will help you minimize your tax liability and avoid any unexpected surprises.
Here are some additional tips for pre-immigration tax planning:
Start Planning Early: The sooner you start planning, the more time you will have to gather all the necessary information and make informed decisions.
Get Professional Help: A tax advisor can help you understand the US tax system and develop a tax plan that is right for you.



--------------------------------
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--------------------------------------------------
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https://youtu.be/pBvgddn4VQ4
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#OffshoreTax #TaxPlanning #USImmigrants #DubaiProperties #EquityInvestments #TaxStrategies #PreImmigration #TaxLiability #TaxObligations #TaxAdvisor #TaxPlan #TaxTips #USAImmigration #TaxLaws #TaxSurprises

[Offshore Tax] Tax Strategies for US Immigrants with Dubai Rental Properties and Equity Investments

Pre-immigration tax planning is important for those wishing to migrate to the USA because it can help minimize their tax liability and avoid unexpected surprises.
Here are some of the benefits of pre-immigration tax planning:
Identifying and Understanding Tax Obligations: The USA has a complex tax system, and it can be difficult to understand all of your tax obligations if you are not familiar with the system. Pre-immigration tax planning can help you identify and understand your tax obligations so that you can plan accordingly.
2. Reducing Tax Liability: There are a number of strategies that you can use to reduce your tax liability.
3. Avoiding Unexpected Surprises: USA tax laws are constantly changing. Staying up-to-date on the latest changes is important. Pre-immigration tax planning can help you avoid any unexpected surprises by making sure that you are aware of the latest tax laws.
If you are considering migrating to the USA, it is important to speak with a tax advisor to discuss your individual circumstances and develop a pre-immigration tax plan. This will help you minimize your tax liability and avoid any unexpected surprises.
Here are some additional tips for pre-immigration tax planning:
Start Planning Early: The sooner you start planning, the more time you will have to gather all the necessary information and make informed decisions.
Get Professional Help: A tax advisor can help you understand the US tax system and develop a tax plan that is right for you.



--------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
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--------------------------------------------------
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https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
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#OffshoreTax #TaxPlanning #USImmigrants #DubaiProperties #EquityInvestments #TaxStrategies #PreImmigration #TaxLiability #TaxObligations #TaxAdvisor #TaxPlan #TaxTips #USAImmigration #TaxLaws #TaxSurprises

0 0

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13LkVwZVZRbDA5cEZr

[Offshore Tax] Tax Strategies for US Immigrants with Dubai Rental Properties and Equity Investments

April 14th

[ Offshore Tax ] Investments to Avoid for UK/US Exposed Expats

The PFIC tax regime was created via the Tax Reform Act of 1986 with the intent to level the playing field for U.S. based investment funds (i.e., mutual funds).
Prior to the legislation of 1986, U.S.-based mutual funds were forced to pass-through all investment income earned by the fund to its investors (resulting in taxable income). In contrast, foreign mutual funds were able to shelter the aforementioned taxable income as long as it was not distributed to its U.S. investors.
After the passage of the Tax Reform Act of 1986, the main advantage of foreign mutual funds was effectively nullified by a tax regime that made the practice of delaying the distribution of income prohibitively expensive for most investors.
To employ this punitive regime, the IRS requires shareholders of PFICs to effectively report undistributed earnings via choosing to be taxed through one of three possible methods- Section 1291 fund, Qualified Election Fund, and Mark to Market election.

--------------------------------
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#OffshoreTax #ExpatsInvestments #PFICtax #TaxReformAct1986 #InvestmentFunds #USExpat #UKExpat #TaxRegime #MutualFunds #IRS #Taxation #PFIC #InvestmentIncome #TaxCompliance

[ Offshore Tax ] Investments to Avoid for UK/US Exposed Expats

The PFIC tax regime was created via the Tax Reform Act of 1986 with the intent to level the playing field for U.S. based investment funds (i.e., mutual funds).
Prior to the legislation of 1986, U.S.-based mutual funds were forced to pass-through all investment income earned by the fund to its investors (resulting in taxable income). In contrast, foreign mutual funds were able to shelter the aforementioned taxable income as long as it was not distributed to its U.S. investors.
After the passage of the Tax Reform Act of 1986, the main advantage of foreign mutual funds was effectively nullified by a tax regime that made the practice of delaying the distribution of income prohibitively expensive for most investors.
To employ this punitive regime, the IRS requires shareholders of PFICs to effectively report undistributed earnings via choosing to be taxed through one of three possible methods- Section 1291 fund, Qualified Election Fund, and Mark to Market election.

--------------------------------
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--------------------------------------------------
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--------------------------------------------------
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#OffshoreTax #ExpatsInvestments #PFICtax #TaxReformAct1986 #InvestmentFunds #USExpat #UKExpat #TaxRegime #MutualFunds #IRS #Taxation #PFIC #InvestmentIncome #TaxCompliance

0 5

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13LkZrdTJvc0tDanhz

[ Offshore Tax ] Investments to Avoid for UK/US Exposed Expats

April 13th

[ Offshore Tax ] Insights into U.S.  Healthcare for New Immigrants

Navigating healthcare as a new immigrant in the US can be complex. Here’s a breakdown of the situation:
Challenges:
Cost: Without health insurance, medical bills can be very expensive in the US. Even with insurance, deductibles, copays, and out-of-pocket costs can be high.
Language Barriers: Communication difficulties can occur if you don’t speak English fluently.
Available Options:
Public Programs (with limitations): Medicaid and CHIP: Lawfully present immigrants who meet income eligibility requirements and haven’t reached their waiting period can potentially qualify for these programs. Emergency Medicaid: Undocumented immigrants might be eligible for limited emergency medical services.
Marketplace Coverage: Lawfully present immigrants who are not eligible for Medicaid or CHIP can potentially purchase health insurance through the Marketplace after they go through the qualifying process. Some may qualify for subsidies to help lower the cost.
Employer-Sponsored Insurance: If you have a job with health insurance benefits, this can be a good option, although not all employers offer coverage.
Community Health Centers: These centers offer affordable primary care services to all residents, including immigrants, regardless of their immigration status or ability to pay.

TIMESTAMPS:
0:00 INTRO
0:40  Beneficial plans in the US as an immigrant
1:20 Health care system in the US 
2:15 OUTRO


--------------------------------
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--------------------------------------------------
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#ImmigrantHealthcare #USHealthcareSystem #NewImmigrants #HealthcareCosts #HealthcareOptions #HealthInsurance #Medicaid #CHIP #MarketplaceCoverage #EmployerInsurance #CommunityHealthCenters #LanguageBarriers #HealthcareAccess #HealthcareNavigations #OffshoreTaxInsights

[ Offshore Tax ] Insights into U.S. Healthcare for New Immigrants

Navigating healthcare as a new immigrant in the US can be complex. Here’s a breakdown of the situation:
Challenges:
Cost: Without health insurance, medical bills can be very expensive in the US. Even with insurance, deductibles, copays, and out-of-pocket costs can be high.
Language Barriers: Communication difficulties can occur if you don’t speak English fluently.
Available Options:
Public Programs (with limitations): Medicaid and CHIP: Lawfully present immigrants who meet income eligibility requirements and haven’t reached their waiting period can potentially qualify for these programs. Emergency Medicaid: Undocumented immigrants might be eligible for limited emergency medical services.
Marketplace Coverage: Lawfully present immigrants who are not eligible for Medicaid or CHIP can potentially purchase health insurance through the Marketplace after they go through the qualifying process. Some may qualify for subsidies to help lower the cost.
Employer-Sponsored Insurance: If you have a job with health insurance benefits, this can be a good option, although not all employers offer coverage.
Community Health Centers: These centers offer affordable primary care services to all residents, including immigrants, regardless of their immigration status or ability to pay.

TIMESTAMPS:
0:00 INTRO
0:40 Beneficial plans in the US as an immigrant
1:20 Health care system in the US
2:15 OUTRO


--------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
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--------------------------------------------------
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https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
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--------------------------------------------------
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#ImmigrantHealthcare #USHealthcareSystem #NewImmigrants #HealthcareCosts #HealthcareOptions #HealthInsurance #Medicaid #CHIP #MarketplaceCoverage #EmployerInsurance #CommunityHealthCenters #LanguageBarriers #HealthcareAccess #HealthcareNavigations #OffshoreTaxInsights

0 0

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13LkIyRldNbkFqaGFB

[ Offshore Tax ] Insights into U.S. Healthcare for New Immigrants

April 12th

[ Offshore Tax ] Science and Innovation: A Key Focus of Portugal’s New NHR

Starting January 1, 2024, new tax residents who have not lived in Portugal for the past five years may be eligible for a tax incentive. This incentive is tailored to activities related to scientific research and innovation.
These activities include roles in higher education, specific high-value sectors, and startups. Persons who are eligible can benefit from a 20% tax rate on their income from these activities for ten years, subject to certain conditions.
Additionally, they won’t have to pay taxes on certain types of foreign income.

TIMESTAMPS:
0:00 INTRO
0:15 Tax incentives as the new NHR
0:45 A Key Focus of Portugal’s New NHR
1:50 outro

--------------------------------
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--------------------------------------------------
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#OffshoreTax #ScienceInnovation #NewNHR #TaxIncentive #ResearchAndInnovation #PortugalTax #TaxRate #HighValueSectors #Startups #TaxBenefits #ForeignIncome #TaxExemption #InnovativeTax #PortugalInnovation #TaxPolicy

[ Offshore Tax ] Science and Innovation: A Key Focus of Portugal’s New NHR

Starting January 1, 2024, new tax residents who have not lived in Portugal for the past five years may be eligible for a tax incentive. This incentive is tailored to activities related to scientific research and innovation.
These activities include roles in higher education, specific high-value sectors, and startups. Persons who are eligible can benefit from a 20% tax rate on their income from these activities for ten years, subject to certain conditions.
Additionally, they won’t have to pay taxes on certain types of foreign income.

TIMESTAMPS:
0:00 INTRO
0:15 Tax incentives as the new NHR
0:45 A Key Focus of Portugal’s New NHR
1:50 outro

--------------------------------
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- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
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--------------------------------------------------
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https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
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#OffshoreTax #ScienceInnovation #NewNHR #TaxIncentive #ResearchAndInnovation #PortugalTax #TaxRate #HighValueSectors #Startups #TaxBenefits #ForeignIncome #TaxExemption #InnovativeTax #PortugalInnovation #TaxPolicy

0 0

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13Llc2SVozNW1aVnVJ

[ Offshore Tax ] Science and Innovation: A Key Focus of Portugal’s New NHR

April 11th

[ Offshore Tax ] Tax Considerations for Families Moving to the U.S. for Education Opportunities

Arguments for the US having a strong higher education system:
Top-Ranked Universities: Many US universities consistently rank high in global university rankings, such as QS World University Rankings and Times Higher Education World University Rankings.
Diversity of Institutions: The US offers a wide range of public and private universities, catering to various needs and budgets.
Research and Innovation: US universities are at the forefront of many research fields, fostering groundbreaking discoveries and technological advancements.
Flexibility and Choice: Students can choose from a vast array of programs and disciplines across different universities.
Arguments against the US having the unquestionable best system:
Cost: US universities can be very expensive, with high tuition fees and living expenses.
Accessibility: Acceptance rates at top universities can be highly competitive, making it challenging for some students to gain admission.
Focus on Prestige: There might be an overemphasis on attending high-ranking universities rather than finding the best fit for individual needs.

TIMESTAMPS:
0:00 INTRO
0:35 Education opportunities in USA
1:08 Reporting gifts in USA
1:36 Outro

--------------------------------
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--------------------------------------------------
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#OffshoreTax #USHigherEducation #EducationOpportunities #TaxConsiderations #USUniversities #TopRankedUniversities #DiversityInEducation #ResearchAndInnovation #StudentFlexibility #EducationCosts #UniversityAccessibility #PrestigeVsFit #TuitionFees #StudentLivingExpenses #EducationSystem

[ Offshore Tax ] Tax Considerations for Families Moving to the U.S. for Education Opportunities

Arguments for the US having a strong higher education system:
Top-Ranked Universities: Many US universities consistently rank high in global university rankings, such as QS World University Rankings and Times Higher Education World University Rankings.
Diversity of Institutions: The US offers a wide range of public and private universities, catering to various needs and budgets.
Research and Innovation: US universities are at the forefront of many research fields, fostering groundbreaking discoveries and technological advancements.
Flexibility and Choice: Students can choose from a vast array of programs and disciplines across different universities.
Arguments against the US having the unquestionable best system:
Cost: US universities can be very expensive, with high tuition fees and living expenses.
Accessibility: Acceptance rates at top universities can be highly competitive, making it challenging for some students to gain admission.
Focus on Prestige: There might be an overemphasis on attending high-ranking universities rather than finding the best fit for individual needs.

TIMESTAMPS:
0:00 INTRO
0:35 Education opportunities in USA
1:08 Reporting gifts in USA
1:36 Outro

--------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
- Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world.

SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION:
https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1
--------------------------------------------------
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YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13LkZXdENjeXdLOVFr

[ Offshore Tax ] Tax Considerations for Families Moving to the U.S. for Education Opportunities.

April 10th