22nd September 2009
Copyright (c) 2009 Nick Hodges
The IRS announced the resolution of IR-2009-075 on August 19, 2009, forever changing the international banking and investing practices of US Expatriates!
Aggressive IRS pressure caused the multinational brokerage firm ...
16th September 2009
Copyright (c) 2009 Nick Hodges
Whether you are a long-time American Expatriate overseas or one just beginning your multi-continental adventures, you need to find a way to organize and focus your financial world on a global basis. Packaging up all your...
07th September 2009
Copyright (c) 2009 Nick Hodges
At the outset, Kathy and John look like the average young family. They both work full time while raising their two children, ages five and six. Kathy worries about having enough life insurance in place, funding their ch...
10th August 2009
Copyright (c) 2009 Nick Hodges
Sean is living a very exciting life. At the ripe old age of 27, Sean, has a sky-rocketing career, annually earning in excess of six-figures. He sees the world as an international stage for his career success. Recently,...
07th August 2009
Copyright (c) 2009 Nick Hodges
The many moving parts of an U.S. Expatriate's financial world must be brought together under one qualified tax and financial advisor. So much more hinges upon the proper application of the additional tax regulations asso...
05th August 2009
Copyright (c) 2009 Nick Hodges
As a CPA in practice in Southern California, I see business of all shapes, sizes, and types. I have seen firsthand the effects of globalization and our current recession on the small businesses in our area. I have seen m...
19th July 2009
Copyright (c) 2009 Nick Hodges
President Obama is tagging your Foreign Earned Income Exemption to help pay for huge federal budget deficits. He thinks to hide this motive behind recent White House announcements about U.S. companies, providing smokescr...
17th July 2009
Copyright (c) 2009 Nick Hodges
We have seen a week where the investment markets have been down over 20% followed by a single day recovery where the market jumped up 11%. Let me be blunt: This kind of volatility will continue for some time. As I've t...
11th July 2009
Copyright (c) 2009 Nick Hodges
Rose is a 71 year-old widow. She has raised three wonderful, successful children. Rose has lived a very independent life and has been very secret about her money matters.
Her problem? Rose was about to get SCAMMED! ...
06th July 2009
Copyright (c) 2009 Nick Hodges
As my clients' trusted advisor, I know that they depend on me to sort through the breadth of information in the marketplace and report that which I believe to be the most important to them and their loved ones. Recently ...
22nd June 2009
Copyright (c) 2009 Nick Hodges
While the expat experience can be an exciting an exhilarating adventure, there is no greater frustration and disappointment than having the IRS ruin your experience by auditing your tax return while away, calculating add...
18th June 2009
Copyright (c) 2009 Nick Hodges
This article is in response to a question recently asked by one of my tax clients, Jim, which was, "How does updating our family trust affect our existing assets?" I'm going to start by establishing some basic disclaimers...
18th June 2009
Copyright (c) 2009 Nick Hodges
The Internet super-highway opens up marvelous opportunities for expatriates to harvest expat tax advice and information from some of the greatest minds at reasonable prices from anywhere in the world. But it also emphasi...
06th June 2009
Copyright (c) 2009 Nick Hodges
I recently went to Africa with my son to see the gorillas of Ruanda. We had the privilege to be with a gorilla family for over an hour. The total number of gorillas in the family was nineteen, including infants. After ...
