Financial insights for U.S. Expats living and working in Europe.
Form 3250, Part IV: Reporting Gifts from Foreign Persons
Questions around the foreign gift tax typically arise when an American receives money from a non-US person. Chief among these are: “Do I have to pay tax on a foreign gift?” and “Do gifts count as income?” The short answer to both of those questions is no, at least as far as the IRS is concerned. But, there are some key details to be aware of.
Strategic Expat Retirement Planning for US Pension Account Holders
Planning for retirement as a U.S. taxpayer comes with layered financial and cross-border considerations.
Switzerland Tax Rate Breakdown for Foreigners – 2025 Guide
Navigating taxes in Switzerland as an American will feel different from taxes in the US, so we've compiled this guide full of the latest information. Think of it as your crash course in Swiss taxes, created by and for expats.
Retiring in Switzerland: A Guide for U.S. Citizens
Retiring in Switzerland offers U.S. expats a high quality of life, stunning scenery, and excellent healthcare. Key considerations include the retirement age, financial resources, and health insurance. U.S. citizens need to meet specific requirements and manage tax implications and cost of living.
How to Move to Germany as an American (Financial Considerations)
Commonly cited advantages of moving to Germany include an affordable healthcare system, reliable public transportation, and strong protections for full-time employees—all of which are generally true compared to the U.S. However, Americans moving to Germany should be mindful of the financial implications of moving abroad. Here, we review several important questions Americans moving to Germany should seek to answer prior to their departure.
Upcoming Events Featuring Arielle Tucker, CFP®, EA
As we get into the thick of tax season, Arielle Tucker, CFP®, EA, of Connected Financial Planning will be hosting several events focused on providing financial education and key information for U.S. expats and Americans living in Europe.
Net Investment Income Tax 2025: Do You Have to Pay It?
Updated in June 2024, this article defines the types of income that qualify as net investment income (NII) and breaks out the qualifying income thresholds based on filing status. We also present a high-level overview of strategies that may be used to mitigate NIIT and answer a few common questions.
U.S. Expatriate Taxation: How to File From Abroad in 6 Steps
As an American, filing U.S. taxes while living abroad can be challenging if you don't know where to start. U.S. expatriate taxes involve careful cross-border planning to ensure that you aren't being double taxed and your taxation is optimized for your location. This guide has been updated for 2025 to help you successfully navigate U.S. expat tax season.
International Estate Planning for Americans Living Abroad
US citizens residing in Europe must consider the potential for estate and inheritance tax exposure by both the European country as well as the United States. This means making a targeted evaluation between the US and the tax jurisdiction in which you reside, ideally hand-in-hand with a qualified professional who can help you design a custom plan for you and your future.