Resolving a ‘Mixed Funds’ Mess for US Retirees

Resolving a ‘Mixed Funds’ Mess for US Retirees

A retired US couple with a deep affinity for Ireland reached out to us. They had embarked on a new journey as chaplains in Ireland, but due to a lack of tax planning and their failure to seek professional advice until after their arrival — they faced significant complications.

Ensuring Tax Clarity for a US Citizen and Business Owner Retiring to Ireland

Ensuring Tax Clarity for a US Citizen and Business Owner Retiring to Ireland

At Expat Taxes, we were contacted by a US citizen who had built a successful business in the United States and was now planning to retire in Ireland with his wife. With the goal of relocating, they faced uncertainties regarding Irish and US tax rules and their final tax liability in Ireland.  They also required […]