Expatriate Tax for US Taxpayers Living Abroad
CLIENT ADVISORY A planning overview, with country sections for Canada, Costa Rica, Ireland, Colombia, and Spain Jessica Irving Marschall, CPA June 4th, 2026 Why this conversation is happening now US clients are increasingly asking what it would take to live, work, and possibly hold citizenship in another country. Some are responding to political and economic […]
Read MoreSECURE Act 2.0 Of 2022—What To Know
Article: SECURE Act 2.0 of 2022—What to Know Category: 401K, Retirement Jessica I. Marschall, CPA May 17th, 2023 The SECURE Act 2.0 was signed into law by Congress December 2022 to enhance the SECURE Act of 2019, or the Setting Every Community Up for Retirement Enhancement. The new act includes 92 provisions to help taxpayers save for […]
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