As the co-creator and co-host of the Passport to Wealth podcast, I explore the intricacies of life as a US citizen living abroad. In weekly episodes, I share expert insights and provide clear actions on tax matters, personal finances, wealth building, and general guidance for fellow expats. I am passionate about education and strive to provide inspiration and guidance to the audience through discussing my personal experiences, sharing my expertise, speaking with other fellow expats, and… Show more As the co-creator and co-host of the Passport to Wealth podcast, I explore the intricacies of life as a US citizen living abroad. In weekly episodes, I share expert insights and provide clear actions on tax matters, personal finances, wealth building, and general guidance for fellow expats. I am passionate about education and strive to provide inspiration and guidance to the audience through discussing my personal experiences, sharing my expertise, speaking with other fellow expats, and interviewing professionals in the industry. Available on Apple Podcast, Audible & Spotify and our website: www.passporttowealth.com. Show less

I founded Alveus Tax with the goal of helping fellow expats navigate tax filing requirements while living abroad. We specialize in the following:- Tax preparation services for those living in or with ties to Switzerland, Germany, and Austria- Tax consulting services for firms with clients living in one of the above countries who need clarification on US tax reporting requirements- Tax planning for each of our tax preparation clients- Reviewing returns completed by other… Show more I founded Alveus Tax with the goal of helping fellow expats navigate tax filing requirements while living abroad. We specialize in the following:- Tax preparation services for those living in or with ties to Switzerland, Germany, and Austria- Tax consulting services for firms with clients living in one of the above countries who need clarification on US tax reporting requirements- Tax planning for each of our tax preparation clients- Reviewing returns completed by other preparers to ensure accurate reporting- Preparation of complex tax filings (1040NR, Dual-Status, 5471, 8858, 8621) Show less

At Connected Financial Planning, I provide tax planning and paraplanning services to US expats living and working throughout Europe. My key responsibilities include:- Communicating directly with clients regarding their financial situation to help determine their needs and build their financial plans- Reviewing US and foreign tax returns to provide feedback and discuss planning opportunities- Preparing guidance for those considering expatriation, including tax filing requirements… Show more At Connected Financial Planning, I provide tax planning and paraplanning services to US expats living and working throughout Europe. My key responsibilities include:- Communicating directly with clients regarding their financial situation to help determine their needs and build their financial plans- Reviewing US and foreign tax returns to provide feedback and discuss planning opportunities- Preparing guidance for those considering expatriation, including tax filing requirements and expatriation tax- Optimizing a clients situation in a way that is tax advantageous in the US as well as their host country- Reviewing stock options and planning opportunities (RSUs, ESPPs, PSAs, PSUs, ISOs, 83(b) elections)- Discussing estate planning with clients, reviewing their current wills and life insurance policies, providing options to optimize Show less

At Patterson Partners, I specialized in preparing tax returns and providing paraplanning services for US tax residents living in Bermuda. Specifically, I provided the following guidance:- Personal income tax preparation (1040 returns)- Provided guidance on 5471 filing requirements for taxpayers with foreign corporations- Researched and reported how Bermuda pensions should be reported according to US tax law- Communicated directly with colleagues and management regarding tax… Show more At Patterson Partners, I specialized in preparing tax returns and providing paraplanning services for US tax residents living in Bermuda. Specifically, I provided the following guidance:- Personal income tax preparation (1040 returns)- Provided guidance on 5471 filing requirements for taxpayers with foreign corporations- Researched and reported how Bermuda pensions should be reported according to US tax law- Communicated directly with colleagues and management regarding tax and financial planning matters- Assisted in optimizing internal processes to maximize efficiency Show less

- Specialized in preparing returns for US citizens living abroad.- Handled complex tax filings, including 1040NR/Dual-status returns, SFOP returns, FBAR/FATCA reporting, K-1s, 5471s, 8621s, and 3520s.- Held calls with clients to discuss current returns and future tax planning opportunities.- Used Kotlin to automate new tax forms including 1040NR, 5471, and State of California filing.

- Translated US tax law covering 30% of taxpayers into an internally developed TaxML programming language- Taught TaxML to new Tax Experts from the U.S., Germany, Italy, France - Contacted IRS and state officials regarding legislation, deadlines, test cases and potential partnerships- Evaluated competitors and developed potential market entry strategies

- Created quarterly investor reports outlining stock performance and portfolio changes- Performed due diligence research on over 60 mutual funds used to manage approximately $4 billion in private and consulting clients wealth- Researched, evaluated, and presented findings on company stocks from different sectors for potential inclusion in the equity portfolios - Maintained evaluations of 35-40 stocks for a $11 million income-oriented portfolio and $25 million growth-oriented… Show more - Created quarterly investor reports outlining stock performance and portfolio changes- Performed due diligence research on over 60 mutual funds used to manage approximately $4 billion in private and consulting clients wealth- Researched, evaluated, and presented findings on company stocks from different sectors for potential inclusion in the equity portfolios - Maintained evaluations of 35-40 stocks for a $11 million income-oriented portfolio and $25 million growth-oriented portfolio Show less

- Analyzed over 500 closing contracts and calculated agent commission- Completed monthly and year-end profits and losses statements for sales totaling approximately $30 million- Designed, maintained, and connected billing spreadsheets to accounting software