Democrats Abroad Thailand presents: Information for US Expats: Financial planning tips and an update on US tax compliance

Living abroad presents many practical challenges that impact every American, particularly in the realm of finances and taxation. For overseas U.S. citizens, adhering to U.S. tax obligations is both unavoidable and complex. Every American expat is obligated to file U.S. taxes while remaining cognizant of the most recent regulations, requirements and revisions to the tax code. Those difficulties are compounded by these tumultuous times characterized by rapidly shifting US global and domestic policies, which further underscores the paramount importance of providing clear and accessible information.

Furthermore, numerous American expats aspire to adopt a comprehensive perspective that focuses on detailed organization of their financial affairs, encompassing investment and retirement planning, as well as estate considerations. By aligning an update on U.S. tax compliance with comprehensive financial planning guidance, this briefing can provide practical value to all expats.

Speaker:

Matthew Stevens is managing director of Client-Centered Cross-Border Financial Planning Ltd. He is a seasoned advisor with extensive experience helping U.S. citizens overseas navigate the complexities of both tax compliance and financial planning.

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