Trevor Nakamura

Disponible maintenant🇺🇸

US expatriate tax, foreign accounts and double taxation

15 ans d'expérience

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.

Langues de consultation

Anglais
Français
Japonais

Compétences

Expatriate US returns
FBAR and FATCA reporting
Foreign tax credit
Streamlined filing compliance
401(k) and cross-border retirement
Tax treaty positions

Ce qui 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.

Formation

· Master of Science in Taxation, DePaul University; Illinois CPA licence

Références

· 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.

Annulation modérée

Remboursé en entier jusqu’à 24 heures avant, la moitié jusqu’à 2 heures avant, rien ensuite.