Think inheritance is tax-free for Americans? That depends on where you live. In this episode of Passport To Wealth™, Ramin Olson joins Arielle Tucker, CFP®, EA to explain a hidden risk for US expats living in countries like France or Germany. In the US: • There is no inheritance tax…
Thinking about retiring abroad as a US citizen? In this episode of Passport To Wealth™, Arielle Tucker, IRS Enrolled Agent and Certified Financial Planner, sits down with Ramin Olson to break down the financial realities of living overseas beyond the dream. From currency risk to unexpected tax exposure, this conversation…
What visa are you applying for? In this episode of Passport To Wealth™, Carlos Lorenzo joins Arielle Tucker, CFP®, EA to explain why visa strategy should be the first step for US expats planning a move to Spain or Europe. Recent changes to Spain immigration law in 2024 and 2025…
Did you know taxes in Spain can change dramatically depending on the region you live in? For US expats considering a move to Spain, understanding regional tax incentives, wealth tax rules, and inheritance tax differences can make a major financial difference. In this episode of Passport To Wealth™, Carlos Lorenzo…
Thinking About Moving to Spain? Watch This First Thinking about relocating to Spain? 🇪🇸 Before you pack your bags, there are important legal, tax, and financial considerations every American should understand. In this episode of Passport To Wealth, host Arielle Tucker, CFP®, EA, sits down with Carlos Lorenzo, J.D., LL.M.,…
Why do so many US professionals relocate to the Netherlands? One major reason is the Netherlands 30% ruling, a tax incentive designed to attract highly skilled international workers. In this clip from Passport To Wealth™, Kaitlin Krozel, CPA explains how the Dutch government created the 30% ruling to make the…
How does the US tax system compare to the Netherlands tax system for expats? In this preview from an upcoming episode of Passport To Wealth, cross-border tax professional Kaitlin Krozel explains the key structural differences between US taxation and the Dutch tax system. The United States taxes its citizens on…
Thinking about moving to the Netherlands as a US expat? The tax rules may surprise you. In this episode of Passport To Wealth™, Arielle Tucker sits down with Kaitlin Krozel, CPA, founder of Krozel Capital, to explain the evolving Dutch tax system and how it impacts Americans abroad. They break…
US spouses can gift unlimited assets to each other without gift tax. But that strategy does not work the same way in Canada. In this episode, Lucas Wennersten, CFA, CFP® (Canada), CFP® (USA) explains how Canada’s income attribution rules can cause investment income from gifted assets to be taxed back…
If you’re navigating life, work, or investments between the US. and Canada, this episode is for you. In this episode of Passport To Wealth™, host Arielle Tucker, CFP®, EA interviews Lucas Wennersten, CFA, CFP® (Canada), CFP® (US.A.), a leading expert in US.–Canada cross-border financial planning and founder of 49th Parallel…
Is healthcare actually cheaper in Canada than the US? Lucas Wennersten, CFA, CFP® (Canada), CFP® (USA) shares his real numbers after raising four children across both systems. In the US, his family paid about $2,000 per month in Affordable Care Act premiums, plus a deductible around $13,000 to $14,000. That…
LISTEN UP! US Expats Waiting to Invest Are Losing Time Many Americans living abroad make the biggest investing mistake: waiting for the perfect moment. They wait to understand every rule, wait for the “right” account, or wait until life feels completely settled. In this episode, Blair Hoover shares a simple…
FIRE Abroad for US Expats: Mindset, Money, and Starting Now Can U.S. expats achieve FIRE (Financial Independence, Retire Early)? Yes — but it takes more than spreadsheets. In this powerful episode of Passport To Wealth™, host Arielle Tucker, EA, CFP® sits down with Blair Hoover, an expat financial independence coach…
Should US Expats Exit Offshore Investment Plans? Are you a U.S. citizen living abroad and feeling trapped in an offshore investment or insurance-backed savings plan? 🌍 Here’s the hard truth: paying the surrender fee might actually be the smarter financial move. In this insightful preview from our upcoming episode, Blair…
How US Expats Can Find the Right Cross Border Tax Accountant Hiring the wrong tax preparer as a US expat can cost you time, money, and serious stress. In this episode, Aditi Kapadia CFA®, CFP® shares practical tips on how to find a qualified cross-border tax accountant and what red…
What US Expats in Canada Need to Know About Financial Planning Cross-border financial planning made clear. Arielle Tucker, CFP®, EA talks with Aditi Kapadia CFA®, CFP® about managing taxes, investments, and money between the US and Canada. If you’re a U.S. citizen living in Canada 🇨🇦🇺🇸, financial planning can quickly…
Moving From Canada to the US With Rental Property What You Must Know Leaving Canada but planning to keep your rental property? 🇨🇦➡️🇺🇸 Many soon-to-be U.S. expats are surprised to learn that the Canada Revenue Agency (CRA) may require 25% withholding on gross rental income — not profit. That means…
Foreign companies ≠ U.S. LLCs. In this @PassportToWealthOfficial clip, Arielle Tucker and Alex McGowin @McGowinTax explain why assuming U.S. rules apply abroad is one of the most expensive expat mistakes. Their advice: ✔ Get help on the front end ✔ Run a draft return ✔ Understand country-specific rules That’s where…
Thinking about buying property abroad as a US expat or future expat? Before you sign anything, there are major tax traps you need to understand. In this episode of Passport To Wealth™, Arielle Tucker, EA, CFP, sits down with Alex McGowin, CPA, (@McGowinTax) an international tax specialist, to unpack the…
Most expat tax problems don’t start with bad strategies they start with missed or incorrect filings. In this teaser from an upcoming Passport To Wealth™ episode, international tax expert Alex McGowin explains the real order of tax planning: 1️⃣ File the right forms on time 2️⃣ Structure correctly 3️⃣ Then…
Thinking about moving abroad? 👉 Don’t make this mistake. “Do your research and be informed before you make that move.” — Melissa Groves, CPA For U.S. expats, “research” means more than blogs and TikTok: ✔ How taxes work in your new country ✔ Whether your investments still make sense ✔…
One Big Beautiful Bill: Key Takeaways for Americans Abroad In this episode of Passport to Wealth, host Arielle Tucker, CFP®, EA interviews Melissa Groves, a US CPA with extensive experience in helping Americans navigate their finances abroad. They discuss the One Big Beautiful Bill, its implications for US expats, and…
The Big Beautiful Bill introduced “no tax on tips” and overtime but for Americans living abroad, this provision often does not deliver real relief. Even if the US does not tax that income, your country of residence likely still will. For many Americans abroad, especially in Europe, this simply results…
What school looks like abroad can be a major adjustment for expat families. In Norway, early childhood education (ages 1–6) centers on nature, independence, and emotional development and it often surprises American parents. In this clip, @wanderwildfamilyretreats explains how families adapt to life abroad and what it really takes to…
