December 19, 2016

What is Schedule B and why is it important for me if I live outside the U.S.?

Often after reviewing clients tax declarations that were self-prepared or prepared by another firm I see mistakes relating to Schedule B. Schedule B is used to report interest and dividend income you receive during the year.
December 19, 2016

Do you really know Form 8938?

Mary and I were sitting in a coffee shop discussing her tax positions and screening her financial documents, when I realized that this year she needs to file Form 8938. Me: Mary, there is one more form this year..
December 19, 2016

On Expats in Switzerland, Xenophobia, Rules and Regulations

A recent article on mentions that Switzerland is often referred to as a police state. In fact, “Switzerland is thick with laws and even thicker with their enforcement, and crime is low compared to international standards.” This may sound comf