Category: Tax Insights
This section brings together tax-related insights covering key updates, regulatory developments, elections and reminders relevant to individuals and businesses.
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Alternative Minimum Tax (AMT): What Triggers It, How to Recover AMT Credits and AMT Planning Considerations
Learn how the Alternative Minimum Tax (AMT) works, common AMT triggers and how AMT credits can be recovered. This guide explains AMT calculations, Incentive Stock Option (ISO) tax implications, AMT credit carryforwards, planning strategies for high-income taxpayers, investors and executives. Read more
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RSU Taxation for Expats Moving to the U.S. (Avoid Double Taxation)
Learn how RSUs are taxed when moving to the U.S. and how expats can avoid double taxation through proper income allocation and foreign tax credits. Read more
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U.S. Taxes for Americans Living Abroad: A 2026 Comprehensive Expat Tax Guide
Americans living abroad are still subject to U.S. tax on their worldwide income. This comprehensive 2026 expat tax guide explains key filing requirements, including the Foreign Earned Income Exclusion (FEIE), Foreign Tax Credit (FTC), FBAR and FATCA reporting, PFIC rules for foreign investments, foreign rental property taxation, Form 3520 gift reporting, and state residency considerations. Read more
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2025 Tax Checklist: OBBBA Changes and Other Essential Reminders
This article provides a concise overview of key tax updates for 2025, including notable changes under the OBBBA and other important reminders affecting individuals and businesses as the year comes to a close. Read more
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Equity-Based Compensation: Key Tax and Wealth Planning Considerations
Explore how NSOs, ISOs, ESPPs, RSUs and RSAs are taxed including strategies that can help reduce tax exposure and strengthen long-term wealth planning for equity compensation recipients. Read more
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Foreign Investments & U.S. Tax Rules: What Investors Need to Know
Investing globally can deliver diversification and growth, but it also brings complex U.S. tax obligations for residents, expats and cross-border investors. This article breaks down PFIC compliance, key IRS reporting forms, and strategies for staying compliant while optimizing returns. Read more
