Marina Hernandez, as a special guest of You’re a Financial Planner…Now What? Podcast! Marina spoke with Matt Fizell, CFP®, about forging your career path in an unpredictable world, and the interesting tax and financial planning needs of Americans living overseas. Hear more of Marina’s thoughts by listening to the episode — including how planners, firms, and the next generation can create meaningful diversity and inclusion in the profession. What You’ll Learn
In the Press
‘HELP! I received my third stimulus payment check abroad. How can I cash it?’
Around a year ago, when the first coronavirus stimulus law – the so-called CARES Act – was signed into law by President Trump, we at The Crossborder Planner received lots of messages from Americans living abroad, who all shared the same problem: they didn’t know how to cash their IRS check abroad. Fast forward to today, as the IRS is beginning to distribute the third round of U.S. government-funded Economic
Top 16 U.S. Expat Tax Myths – Part 2
Creative tax advice from neighbors, friends, and store clerks is not limited to the U.S. Marina Hernandez of Swiss American Wealth Advisors lists and debunks the second half of the top 16 tax myths for Americans living abroad in Part 2 of a two-part article. Creative tax advice from neighbors, friends, and store clerks is not limited to the U.S. For Americans living abroad, tax misinformation tends to thrive in
Top 16 U.S. Expat Tax Myths – Part 1
Creative tax advice from neighbors, friends, and store clerks is not limited to the U.S. Marina Hernandez of Swiss American Wealth Advisors lists and debunks eight of the top 16 tax myths for Americans living abroad in Part 1 of a two-part article. Creative tax advice from neighbors, friends, and store clerks is not limited to the U.S. For Americans living abroad, tax misinformation tends to thrive in online expat
A Reader Asks: ‘I renounced in 2019, but I got a CARES Act payment anyway. What should I do?’
One of those stories quietly running in the background of the Covid-19 pandemic has been that of the American expats who have struggled to obtain the so-called CARES Act stimulus payments they’re supposed to be receiving – even as people who aren’t U.S. citizens, and therefore shouldn’t be receiving them, have been. One such person is a former American whom we’ll call Franz, who lives in Switzerland, and who renounced his U.S. citizenship in
Second Covid-19 Economic Impact Payments – What U.S. expats need to know
After initially refusing to sign a long-awaited second coronavirus relief package, which had managed to eventually make it through both houses of Congress – on the grounds that it didn’t offer America’s out-of-pocket taxpayers enough – President Trump finally signed it into law on Sunday evening. Here, U.S.-based, U.S. expat tax specialist Marina Hernandez, founder and principal of Crossborder Planner, explains what American expats need to know about the legislation…
Differentiating From The Crowd By Pursuing A Specialized Clientele Of Cross-Border (Swiss) Expatriates
Marina Hernandez, as a special guest of Financial Advisor Success Podcast! What You’ll Learn In This Podcast Episode How Maria Developed Her Niche Working With Swiss-American Expatriates And What Makes Cross-Border Planning Unique [05:20] Why Maria Narrowed Her Focus Down To Two Specific Countries [15:29] How Marina’s Firm Partnership Is Structured, Her Firm’s Business Model, And The Fee They Charge [24:56] The Public Benefit Education Service That Marina’s Firm Provides
6 Tipps für eine erfolgreiche Anstellung von US-Bürgern
Die USA gehört zu den wenigen Ländern, die ihren Bürgern auch nach einem Umzug ins Ausland Steuer- und Finanzvorschriften auferlegen. Diese sind somit weiterhin in den USA steuerpflichtig und müssen der US-Regierung jedes Jahr ihr weltweites Einkommen und ihre ausländischen finanziellen Vermögenswerte melden. Die Einhaltung der Steuer- und Meldepflichten bereitet oft Kopfzerbrechen und zählt zur grössten Herausforderung von US-Expats. Read Full Article
Op-ed: Does voting from overseas impact your tax status? Here’s what U.S. expats need to know before they vote
KEY POINTS Most U.S. citizens living abroad are eligible to vote by absentee ballot. Voting for federal offices from overseas does not impact federal or state income taxes. Voting for state candidates for office from overseas may result in higher state income taxes when the U.S. expat is taxed as a state resident under its domicile rules. Read Full Article
