Knowledge

A Donor-Advised Fund (DAF) is an investment account for charitable purposes that allows donors to contribute appreciated assets and receive tax benefits.

While there are many benefits of moving to the US, there are taxation considerations. Pre-immigration planning enables you to navigate a transition to the US successfully.

US taxpayers abroad are in a unique position as the US imposes taxes, even on non-US residents. This citizenship-based taxation differs from most countries that have residency-based taxation.

The proper placement of assets is a crucial aspect of financial planning. The right location for your assets optimizes your money and can make a significant impact over a lifetime.

A common feature amongst Singapore employee compensation packages is Stock options, RSU's and employee stock purchase plans.

Unlike most countries, the US has citizenship-based taxation, rather than residency-based. One tool to reduce US tax liability is the Foreign Earned Income Exclusion.

We delve into the options for US taxpayers to contribute to a Traditional IRA or Roth IRA while overseas. Basics are highlighted as well as the advanced issues surrounding this planning.

Learn how to use 529 plans; these tax-advantaged savings vehicles are used for funding education for your children at US colleges. An essential component of US financial planning.