A consultation with a senior advisor gives you a clear roadmap to moving abroad and day-one clarity of the international tax implications. We handle the tax-complexity, so you can focus on the exciting parts of starting a new chapter in life.
Moving abroad planning : The tax decisions you make before you leave the US are the ones that matter most.
Most Americans spend months researching where to move. They spend almost no time on the tax and financial planning that determines whether the move actually works. We fix that, before you board the plane.
- 1,000s clients advised
- 15+ years experience
Who we help : For Americans making the move permanent.
We work with US citizens and green card holders who are planning to leave the US, whether to retire, work remotely, run a business, or simply live differently. The common thread: their financial and tax life is about to get significantly more complex, and the decisions made in the months before departure define the situation for years afterward.
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Remote worker or freelancer abroad
You're earning income from abroad, whether as a remote employee of a US company, a freelancer, or a solo consultant. Your income, business structure, self-employment taxes, and retirement contributions all need to be rethought for life outside the US.
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Semi-retired mover
You're stepping back from full-time work but staying active: consulting income, a side business, rental properties, investments. You need a plan that covers both your passive and earned income, across the US and your new country.
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Full retiree abroad
Social Security, pensions, IRAs, brokerage accounts, and possibly foreign real estate. Each of these has cross-border tax treatment that most generalist advisors handle incorrectly, or don't address at all.
The real cost of winging it
These are the issues we encounter most often in new clients who moved without proper planning, and that prove costly once they are embedded in your situation.
Home states that still tax you
Some high-tax states like California or New York will continue taxing your worldwide income if you don't properly break ties. We know which states are more difficult and advise on the best approach.
Overlooked expat tax implications
Expat tax is a complex interaction of two tax systems, specific to the country you plan to move to. We analyze tax treaties, social security totalization agreements, local treatment of US entities, and more to model the tax outcome.
Wrong timing of financial moves
Selling appreciated assets, Roth conversions, business restructuring, are often less expensive to do before the move. We map a timeline of key events and their tax implications.
Our expertise : Every dimension of the move, planned together.
Moving abroad touches your US tax obligations, your income structure, your retirement accounts, your investments, your estate plan, and your banking relationships, all at once. We address them as a single integrated plan, not as separate checklists handled by people who never talk to each other.
Areas we typically address:
- Pre-departure tax planning and asset restructuring
- Country comparison: taxes, treaties, and local tax regimes
- Self-employment and freelance structure abroad
- Remote work for a US employer
- Social Security and pension cross-border treatment
- Foreign property: purchase, rental income, and disposition
Our approach : Strategy first. Compliance follows.
We do not hand you a checklist. We build a plan around your specific income, assets, destination, timeline, and goals, then help you execute it in the right sequence before you leave and manage the ongoing compliance after.
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Comprehensive discovery
We map your income, business structure, retirement accounts, investments, real estate, and US state obligations.
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Integrated strategy design
We design your roadmap that addresses country comparison, state tax, FEIE or FTC election, retirement planning, and estate implications.
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Pre-departure execution
We sequence your departure correctly: asset sales, conversions, restructuring, and state severance.
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Ongoing compliance
After you move, your US filing obligations continue. We manage the annual requirements and adapt your strategy as your life and the tax law evolve.
Not sure where to start?
If you are unsure what you need, a free 30-minute discovery call is the right first step. We will review your situation, identify the key questions your move raises, and explain what a formal written analysis of your specific position would cover.
For many clients, that written analysis, a tax memo covering your pre-departure strategy, FEIE vs. FTC election, state tax severance, and retirement account decisions, becomes the foundation for everything that follows. It gives you a documented position you can act on, share with your financial advisor or attorney, and refer back to as your situation evolves.
Most of our larger advisory engagements begin here.
We know how the numbers actually work, country by country.
Popular destinations each carry different tax treaty positions with the US, different local tax regimes, different rules on foreign income, and different banking environments. We work across all major destinations regularly and can model your specific numbers against multiple countries before you commit.
Destinations we advise on most frequently: Portugal, Spain, Mexico, Costa Rica, Panama, Colombia, the UAE, Thailand, Malaysia, the Philippines, Australia, the UK, Germany, Italy, and beyond.
FAQ : What clients ask us
Collapsed content for When should I start planning, and how far out from my move?
Ideally six to twelve months before your departure. Many of the highest-value moves, Roth conversions, appreciated asset sales, state tax severance, business restructuring, need to happen before you leave. Clients who come to us two months out can still benefit significantly, but options narrow as the departure date approaches.Collapsed content for Can I keep my US brokerage account after I move?
Some brokers will restrict or close accounts once they discover you have moved abroad. We advise on which brokers remain accessible to Americans living overseas, how to structure your holdings before you leave, and how investment income is taxed in your new country under the applicable US tax treaty.Collapsed content for Do I still have to file US taxes after I move abroad?
Yes. The United States taxes its citizens and green card holders on worldwide income regardless of where they live. It is one of the only countries in the world that does this. Moving abroad does not end your US filing obligations. With proper planning, it can significantly reduce what you owe.Work with us : Find out what the right move looks like, financially.
Speak with a tax and planning expert. We will review your situation, compare your destination options on the numbers that matter, and identify exactly what needs to happen before you leave.
Strict confidentiality guaranteed