Financial Blog

Longer-form articles addressing some of the more complex financial planning, investment, and tax planning issues we frequently address.

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Malissa Marshall, CFP®, MS Tax, EA

Oct 18, 20235 min read

How to File US Tax Returns as a Foreign National - Part II

With Part I as a starting point, I now want to walk you through a few planning opportunities to consider when becoming a US tax resident.

Malissa Marshall, CFP®, MS Tax, EA

Oct 4, 20236 min read

How to File US Tax Returns as a Foreign National - Part I

In this article (first of a two-part series), we provide a high-level overview of filing requirements for those who are not US citizens.

Malissa Marshall, CFP®, MS Tax, EA

Jun 30, 20203 min read

The Joyful Intricacies of Filing US Taxes When Living Abroad or Owning Foreign Financial Assets

Filing US tax returns when you live and work abroad can add significant complexity to the process - you may have learned that the hard way.

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