Karen Alpert

American Expat Finance

updated 2:33 PM CEST, Aug 14, 2020

London's MASECO Private Wealth adds three partners to its team

Online course in September for advisers seeking to know more about advising U.S. expats

U.S. gov't publishes near-record list of quarterly renunciants' names in spite of Covid-19 lockdown

U.S. citizenship renunciations at near stand-still globally, as demand reported to spike ahead of el

'After a 20-year relationship, I'm giving up on Mexico'

Karen Alpert

An Australia-based academic and tax expert who oversees a blog entitled FixtheTaxTreaty.org

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Karen Alpert: Unforeseen consequences expected as 'Recovery Rebate' is distributed to expats

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Online course in September for advisers seeking to know more about advising U.S. expats

Aug-11-2020

Little noticed abroad, controversial new U.S. ‘best interest’ law takes effect today

Jun-30-2020

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Acronyms

Essential Financial Acronyms for Americans Living Abroad

'Accidental Americans' group launches 'major' letter-writing campaign targeting Congressional Dems
The Accidental Americans Association, a Paris-based group that campaigns for fairer treatment for those who left the U.S. as babies or never lived there but who say they are nevertheless…
Congressman Holding to discuss ‘Tax Fairness for Americans Abroad’ bill in London in April
Republican Representative George Holding will discuss his recently-proposed Tax Fairness for Americans Abroad legislation in April, in a public forum for American expats in London that the organizers say they…
Call for expats to be included in U.S. coronavirus relief efforts, as citizenship-based tax regime faces test
The American Citizens Abroad has called on Congress, the Treasury and the IRS to include Americans who are resident abroad in any formal efforts to help U.S. citizens who have…

UK MP vows to continue speaking out on behalf of ‘accidental Americans’ living in Britain
Preet Kaur Gill, a British Labour Party member of Parliament from the greater Birmingham area, has said she plans to continue asking questions of the UK government on behalf of…
Charles Schwab telling clients in UK, Europe their accounts must move or be transferred by year’s end
(Updated 11/07/2019) Charles Schwab Corp., the San Francisco-based, NYSE-listed financial services giant that is understood to have a significant client base of Americans resident outside of the U.S., has been…
Accidental Americans latest: French banks warn of potential need to close 40,000 accounts
The head of the French Banking Federation has formally warned France's finance minister that the country's banks may be forced to close as many as 40,000 bank accounts by the…

U.S. Citizenship and Immigration Services to close all but seven of its overseas offices
The U.S. Citizenship and Immigration Services has announced that it plans to close all but seven of its 23 overseas offices, including those in London, Frankfurt, Rome and Bangkok. This represents…
U.S. government report acknowledges problems with FATCA reporting
A U.S. Government Accountability Office report released today reveals a range of issues with the 2010 law known as the Foreign Account Tax Compliance Act, which it noted also contributed…
‘Dem sponsor needed’ for expat tax fairness bill, Rep. Holding tells London gathering
North Carolina representative George Holding told a London gathering of American expats last night that he would press on with his bill aimed at making life easier for Americans living…

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'After a 20-year relationship, I'm giving up on Mexico'

A retired dentist from Fort Worth, Texas, Kenneth Karger fell in love with Mexico two decades ago, as did his family. Here, in a first-person article addressed in part to...

Jul-30-2020

Karen Alpert

Karen Alpert: Unforeseen consequences expected as 'Recovery Rebate' is distributed to expats

Tax

Online course in September for advisers seeking to know more about advising U.S. expats

Tax webinar: 'What the two recently-published final GILTI regs mean for expat biz owners, tax pros'

A Reader Asks: ‘I’m dying to vote in the U.S. prez election! But will Uncle Sam come after me if…

'Partial' GILTI tax victory seen in latest Treasury regs regarding 'high-tax exceptions' for foreign corporations

Legislation

Little noticed abroad, controversial new U.S. ‘best interest’ law takes effect today

The FATCA/AEOI Papers: Mishcon publishes research trove, unearthed as part of crowd-funded UK FATCA case

Confirmed – Rep. Holding to leave Congress at end of 2020, after reintroducing Tax Fairness for Americans Abroad Act

Now Scottish MP questions UK government about 'recent representations' concerning FATCA

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Acronyms

'Accidental Americans' group launches 'major' letter-writing campaign targeting Congressional Dems

Congressman Holding to discuss ‘Tax Fairness for Americans Abroad’ bill in London in April

Call for expats to be included in U.S. coronavirus relief efforts, as citizenship-based tax regime faces test

UK MP vows to continue speaking out on behalf of ‘accidental Americans’ living in Britain

Charles Schwab telling clients in UK, Europe their accounts must move or be transferred by year’s end

Accidental Americans latest: French banks warn of potential need to close 40,000 accounts

U.S. Citizenship and Immigration Services to close all but seven of its overseas offices

U.S. government report acknowledges problems with FATCA reporting

‘Dem sponsor needed’ for expat tax fairness bill, Rep. Holding tells London gathering

Opinion

'After a 20-year relationship, I'm giving up on Mexico'