Trevor Nakamura
🇺🇸US expatriate tax, foreign accounts and double taxation
- 15 años de experiencia
I am a CPA in Chicago and for fifteen years I have worked with Americans living abroad and foreign nationals with US-source income. The United States taxes its citizens on worldwide income no matter where they live, and every year that produces situations nobody saw coming. The recurring ones: returns years behind and how to catch up without penalties, foreign bank accounts that should have been reported, the foreign tax credit, and the treatment of French assurance-vie and PEA accounts - both of which the IRS handles in ways that are punishing if you did not plan for them. I also see a lot of French nationals who worked in the States and do not know what to do with a 401(k) they left behind. There is a right answer and a wrong one, and the wrong one costs roughly thirty percent.
Idiomas de consulta
- Inglés
- Francés
- Japonés
Competencias
- Expatriate US returns
- FBAR and FATCA reporting
- Foreign tax credit
- Streamlined filing compliance
- 401(k) and cross-border retirement
- Tax treaty positions
Lo que le distingue
The first thing I look at is the years you did not file. The voluntary catch-up route is open and cheap right up until the IRS contacts you, and it closes the moment they do.
Formación
- · Master of Science in Taxation, DePaul University; Illinois CPA licence
Referencias
- · Certified Public Accountant, licensed in Illinois.
- · International individual tax practice in Chicago since 2012, previously with a national firm's expatriate tax group.
- · IRS Enrolled Agent equivalent representation rights.
Cancelación moderada
Reembolso íntegro hasta 24 horas antes, la mitad hasta 2 horas antes, nada después.