ExpatCaseStudy

Case Study: Andrew

Through our strategic tax plans and consulting work, we provide our clients around the world with global tax strategies and lifestyle approaches that have the power to change their lives. 

“It's not about what you make; it's about what you keep.”


Using our tax-smart plan, Andrew keeps more of his hard-earned dollars: 


  • Federal Income Tax:           $ 27,000 saved

  • Self-employment Tax:       $ 22,500 saved (optional)

  • State Income Tax:                $    8,500 saved

  • Local Income Tax:                $    5,300 saved


  • Cost of Living Savings:      $ 47,000 saved 


By following our international plan, Andrew's annual take-home pay increased by over $63,000 by working remotely from abroad.  Andrew also reduced his annual cost of living by over $47,000. So all-in, he's boosted his personal economy by over $100,000 every year.   


Think about that. What would you do with all that extra money?


There are also significant non-tax reasons to work and live abroad-- including enhancing your career skills (e.g., new languages), lowering your personal cost of living,  finding great healthcare at an affordable cost (many of the recommend countries are centers for medical tourism with US trained doctors); or for other family reasons (e.g., more free time and a better quality of life). Therefore, a lower effective tax rate can be one of the many reasons for moving abroad. 


In addition, Andrew can now afford to hire low cost local assistants, which frees him to focus on securing new income-generating clients, while also gaining more free time. Good for Andrew and good for his business.


What's your next move?

  • Income Rich/Savings Poor in USA
  • Income Rich/Savings Rich Abroad


Note-1: your savings can be even higher when your spouse also qualifies for their own expat tax breaks.

Note-2: Your location choices abroad include nearby tax-advantaged tropical paradises located only a short plane ride from the USA. 


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It’s striking when you compare the annual savings achieved with a smart tax plan.

What would you do with the extra money each year?



   • Turbocharge your retirement savings?

   • Gift your child a debt-free education?

   • Eliminate debt?

   • Help others?

   • Buy a home on a beach? 


And even if you were to ‘go international’ for only a few years before returning to the US, your family savings account could grow by a quarter of a million dollars or more. That’s big stuff.

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Your ‘future self’ will thank you

The recent pandemic has changed our perspective on life, leading many to rethink even their best-laid plans. As a direct result, people are moving or considering moving.


So, why not move just a little farther to gain financial freedom?


 And envision your future with ‘less:’

       • less bills

       • less taxes

       • less stress





Get a better plan

Interested in your own tax-smart plan?


We can help!

Get help with your international tax plan: There are little-known IRS rules and reporting requirements when you ‘go international.’  You face penalties—sometimes quite hefty—and the loss of your beneficial tax-breaks for not complying with these little-known rules. Do yourself a huge favor and get a professional plan in place from our experienced international  tax strategists. 

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