Stewart Patton – Tax-Savvy Expat. Essentials
$50.00$197.00 (-75%)
I specialize in de-mystifying the sometimes-thorny subject of US tax. It’s my aim to make things simpler and clearer for you while saving you time and money.
Stewart Patton – Tax-Savvy Expat. Essentials
Check it out: Stewart Patton – Tax-Savvy Expat. Essentials
Essentials covers the topics that every US expat needs to know: the foreign earned income exclusion, foreign housing deduction or exclusion, and the foreign tax credit. This is the ing point for every expat. Then, if you work for a company, you can stop right here–Essentials has everything you need.
Your Instructor
Hi, I’m Stewart Patton, US tax attorney and expat entrepreneur.
I specialize in helping US citizens who live or invest outside the United States understand and optimize their tax situations.
Because, let’s face it: nobody chooses to live, travel or invest abroad so they can spend time worrying about complex loopholes and tax traps. And trying to figure this all out on your own is just a recipe for headaches and potential disaster.
• I assist US citizens who live or invest outside the United States.
• I structure cross-border businesses and investments.
• I help non-US financial institutions understand and comply with FATCA.
That’s why my clients trust me to handle the tricky stuff—so they can spend more time doing what they do best.
With 13+ years of experience solving US tax problems, I provide watertight US tax advice and help structure your business and investments efficiently. You can sleep easy knowing that your US tax is minimized and everything is reported properly to the IRS.
I specialize in de-mystifying the sometimes-thorny subject of US tax. It’s my aim to make things simpler and clearer for you while saving you time and money.
I grew up in Midwest City, Oklahoma, then attended Texas A&M University and the University of Houston Law Center (graduating magna cum laude and Order of the Coif). I practiced for 12 years as a tax attorney in three large law firms, culminating as a partner in the Chicago office of Kirkland & Ellis LLP.
Click here to verify that I’m a current member of the Illinois bar.
One cold winter morning, I heard the same little voice you may have heard: “There must be more to life than going to work while it’s cold and dark and the kids are in bed only to return home when it’s cold and dark and the kids are in bed.”
Thankfully, my wife is from Belize, where it’s sunny almost every day and the temperature sometimes dips into the high 60s when a cold front passes through.
So, I told my firm about the new life my family and I had chosen, we packed up the house, and I continued practicing US tax law as a solo practitioner in Belize.
I help Americans who live or invest abroad understand how US tax applies to them, properly structure their businesses and investments, and comply with the complicated disclosure requirements that only get stricter every year.
Course Curriculum
- Course Overview (3:33)
- Foreign Earned Income Exclusion (FEIE) Basics (13:19)
- FEIE – Physical Presence Test (8:14)
- FEIE – Bona Fide Residence Test (5:30)
- FEIE – Self Employment (17:21)
- Foreign Housing Deduction/Exclusion (7:17)
- Foreign Tax Credit (16:18)
- Comprehensive Example (14:53)
- Next steps (2:44)