Issues We Look At

Six areas where becoming a U.S. tax resident changes the rules. Written for people who are not tax experts and shouldn't have to be.

Mutual funds, ETFs, and managed portfolios held outside the U.S. are taxed under unusually harsh rules once you're a resident.

Owning part of a company outside the U.S. can mean being taxed on its profits even if you never take them out.

Setting up or benefiting from a trust before the move can create heavy U.S. reporting and tax once you're a resident.

Property, shares, or a business you bought years ago can be taxed on all its growth — including growth from before you arrived.

Once you're a resident, accounts and assets outside the U.S. must be reported every year — with large penalties for missing forms.

Your residency date isn't always your arrival date. Sometimes it can be chosen — and choosing well is the biggest single lever.

See Whether This Applies to You

The free assessment checks this and five other areas against your residency date.