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M**B
A must to read if you are planning to work or retire outside the US
I had read this book a while ago, and have just retired and was curious about relocating outside the US, and read it again. Takes a day to read. There is a lot of useful information. The author goes over nearly every scenario for taxes you may run into. Basically most people may have to complete one or two IRS forms, unless you plan on starting a business or investing elsewhere, then it can be more complicated. If you are retiring and will not work overseas, pretty easy. But the author is real clear on nearly every situation and how to deal with it. And if you need help, you can drop him a line if you need an expert, though he does not write the book to funnel you into being a client. It's written more for anyone to file on their own. Well worth the cost for peace of mind and to have a plan, and not be surprised.
Z**B
Great expat tax advice (+general living abroad tips)
Super helpful book for American expats who want to learn more about how to get tax compliant (or who have been scared to even start...). Personally have been in some combo of domestic / abroad living for 10 years - but have recently settled and started a family so this book was really useful specifically with respect to explaining individual vs joint filing and child tax credit options. Also helpful how the book is organized by chapter in the same order as the tax forms themselves, which makes the subject (which is complicated no matter how well a book is written) a bit more comprehensible. Generally would say this book has helpful advice for how to live abroad more strategically.
J**R
Good Overview
This is an easy to read book and I finished it in two days. I think doing expat taxes is more complicated than presented in the book, but I think it reduces anxieties by eliminating the fear of the unknown (about US taxes). I really liked the general overview provided in this book--it's a good primer for anyone thinking of living abroad.As with any US tax book, it's really hard to keep it updated as the rules and laws are constantly changing. Two out-of-date things I noticed was the mention of penalties for failure to have health insurance under the ACA (penalties were eliminated with the TCJA in 2017) and Priceline's "Name Your Own Price" feature (I don't know when they stopped doing that, but it's been years since you could do that).Overall, I'm glad I read it and I think it's worth the price.
A**.
ESSENTIAL reading for expats, and any American living (or spending lots of time) abroad.
This is an essential book for anyone planning to work, move, or retire abroad. For up-to-date and thorough tax information, this book FAR better than books like Getting Out: Your Guide to Leaving America (Process Self-reliance Series).This isn't a "lite" read. It's a nuts-and-bolts, complete examination of EVERY aspect of tax options for expats, retirees, students, or anyone spending significant time outside the U.S.Since my husband and I are planning a move to the British Isles, I've been researching this topic, intensely. Nothing I've found comes even CLOSE to the insights in this book.For starters, I completely misunderstood which forms (and taxes) had to be filed in the U.S., regardless of where our income was earned. Also, I didn't understand how Social Security (etc.) taxes are handled, for Americans living abroad and paying taxes where they're living.This book clearly explained the fine points of U.S. taxes and related laws.Also, for those with long-term plans to live abroad, this book is a gold mine.For example, I didn't realize that we could travel -- and live abroad -- on a second, legal passport that might be somewhat expensive, but it could simplify our travel plans. In this book, a lengthy chart explains which countries offer this option, the approximate cost, and what -- if any -- residency requirements are involved. And no, they're not all "banana republics." You'll see countries like Canada and the U.K.on this list.Also, this book features the most complete list I've seen, explaining which countries offer citizenship based on your ancestry. (I knew about Ireland, but not about several others. I'll definitely check my family tree.)I can't imagine planning an international move -- for work, for college, or for retirement -- without this information. This is the ONLY book I've seen to cover this topic in depth.And, if you're already living in a country outside the U.S., and weren't 100% SURE you're meeting every tax requirement... this book will explain every possible option to save money (and avoid legal problems).
T**S
Basic Information
If you’ve never files US taxes before, this is useful. I had been doing my taxes for a very long time before moving abroad, and did not learn anything significant in this book. The intricacies of filing from overseas, I had learned via online searches. If you have not researched these on your own, this book will be useful to you.
C**D
Concise clear explanations of PFIC, self-employment and tax treaties
We moved to Spain last year and I was looking for a summary of international dual taxation issues rather than surfing numerous conflicting websites. Olivier’s book does a good job of pointing out the basics and providing a starting point for more research taking into account your country and personal situation. I think what I learned from the book will help me ask more informed questions to our Spain and US tax preparers.
D**S
Taxes and More
I recently got temporary residency in a European country so got this book to better understand how I would be affected by taxes. The author covers that in detail but also gives lots of tips for traveling and living overseas. I will keep it as a reference.
M**R
Helpful to new expats
As an American expat, I find this book helpful to some degree. I imagine it would be especially instrumental to new expats, but to someone like me who has been abroad for 10 years, it didn't really cover much beyond my scope. The book's main title is a little bit more misleading than the subtitle as this book touches on many advices beyond just tax.
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