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🎉 Meet Tahlia Micoley, the newest addition to Walkner Condon Financial Advisors! From studying finance to navigating international taxation, she brings a unique perspective—plus a Sharpie-fueled approach to note-taking! 🖊️.🎙️ Meet Tahlia! – Introduction & background (0:38)
🌍 Living Abroad Challenges – Banking, visas, and dealing with bureaucracy (1:10)
📖 The Power of Writing for Learning – Why handwriting notes is better than typing (3:45)
🏦 Studying Finance & Career Growth – Transitioning from university to wealth management (6:29)
💡 Working in Financial Advisory – Key insights from the job & what surprised her (9:57)
💰 Understanding International Taxation – How tax rules differ across countries (14:03)
🇫🇷 Why France’s Tax Treaty is Surprisingly Good – Unique aspects of France’s tax system (17:25)
📊 What Expats Need to Know Before Moving Abroad – Financial planning tips (21:07)
📝 Learning from Tax Treaties – The most interesting and complex ones (24:42)
🚀 Career Goals & Future Plans – What’s next for Tahlia in finance & wealth management (26:50)
SUBSCRIBE @usexpatinvesting For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting
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Thinking about moving abroad? 🌍 In this episode of Gimme Some Truth International Edition, we talk with Patricia Brooks, founder of The Courage Catalyst, about her journey moving to France and helping others make the leap. Whether you're seeking adventure, career change, or a fresh start, this episode covers the mindset, planning, and practical steps needed for a successful relocation.
🔗 Key Topics & Timestamps:
0:00 - Welcome & guest introduction
1:10 - Patricia’s story: Moving to 🇫🇷 France in 2018
3:30 - Overcoming fears & mental barriers in relocation
5:45 - Why mindset is key to moving abroad
7:50 - Challenges single women face when relocating
10:30 - The practical side: Letting go of physical & emotional baggage
13:00 - Visa considerations & financial planning
15:40 - Creating a structured relocation process
18:00 - The reality of adjusting to life in a new country
20:45 - Patricia’s advice for aspiring expats
💡 Want to connect with Patricia?
📌 Instagram, Facebook & YouTube: https://thecouragecatalyst.com
https://www.youtube.com/@PatriciaBrooksCourageCatalyst
https://www.instagram.com/thecouragecatalyst/
https://www.linkedin.com/in/patriciacbrooks/
👉 Like, subscribe, and comment below! What’s your biggest concern about moving abroad? 💬✈️
SUBSCRIBE @usexpatinvesting @walknercondon
For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————
ADD US ON:
LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc
Facebook: https://facebook.com/usexpatinvesting
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The Corporate Transparency Act (CTA) is a new federal law requiring millions of businesses to report their beneficial ownership to the Financial Crimes Enforcement Network (FinCEN). But who needs to file? What are the penalties for non-compliance? And why has the CTA been challenged in court?In this video, we cover:✅ Who must file under the CTA (LLCs, Corporations, and Foreign Entities)✅ Key deadlines & reporting requirements✅ Potential penalties for non-compliance✅ Why 93% of businesses are unaware of this law✅ Legal challenges and the possibility of repealDon’t get caught off guard—learn how the CTA impacts small businesses, foreign investors, and corporate compliance in 2025 and beyond.🏛️ What is the Corporate Transparency Act (CTA)? – Overview & why it was passed (0:38)📜 Who enforces the CTA? – FinCEN’s role in compliance & penalties (1:10)⚖️ Supreme Court Challenges & Legal Issues – Why enforcement is uncertain (3:45)📊 Who is required to file? – Over 33 million U.S. businesses affected (6:29)🏦 How does the CTA shift financial compliance? – From banks to businesses (9:57)🚨 Small Business Risks & Awareness Issues – 93% of businesses unaware of the law (14:03)💰 What are the penalties for non-compliance? – Fines & criminal consequences (17:25)🌍 Does the CTA affect foreign investors? – Global impact & real estate implications (21:07)🔍 Could the CTA be repealed? – Congressional opposition & potential legal rollback (24:42)📅 Final Takeaways: How to Stay Compliant – Steps to protect your business (26:50)
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Stay informed on the latest UK tax updates with Stan Farmer and Syl Michelin! In this episode, they discuss significant changes to remittance-based taxation and the introduction of the Temporary Repatriation Facility (TRF). Learn how these updates affect US-UK taxpayers, strategies to optimize your finances, and why now is the time to act on unremitted income and gains.📌 Topics Covered:Changes in remittance basis taxationUnderstanding the TRF and its benefitsTax strategies for expats in the UKImportant deadlines and reduced tax rates00:00 - Introduction: Overview of UK tax updates and remittance basis taxation.00:33 - Key changes in UK remittance basis taxation.02:12 - Explanation of mixed funds and their challenges.03:48 - Introduction to the Temporary Repatriation Facility (TRF).04:20 - Benefits of the TRF for unremitted income.05:27 - Reduced tax rates and their timeline under TRF.06:32 - Comparing TRF tax rates to standard UK rates.07:34 - Importance of working with UK tax professionals.10:42 - Strategies for managing unremitted gains under TRF.
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Join us as we explore the challenges and rewards of international living. In this episode, our international team members share personal stories of moving abroad, adapting to new cultures, overcoming language barriers, and navigating the unique aspects of expat life. Learn about living in countries like Germany, Angola, Switzerland, and Dubai, with insights into financial planning, cultural integration, and lessons from global adventures.Introduction and purpose of the podcast: 00:00:04Insights on team international backgrounds: 00:00:34Talia's journey to Germany: 00:02:41Overcoming German language challenges: 00:04:15Navigating expat bubbles and integration: 00:05:49Stan's move to Angola and ambitions in the financial sector: 00:07:53Economic boom and bust in Dubai: 00:08:55Swiss rental inspections: 00:23:00Challenges in Portuguese bureaucracy: 00:25:40Dreaming of future international living: 00:27:45
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📢 In this episode of "Gimme Some Truth International," we dive deep into the latest updates on UK tax laws! 🚨 This episode offers valuable insights for anyone navigating the UK financial system—whether you're an investor, expat, or tax professional. Stay informed about how these changes could impact you or your clients.💼 Key Topics Discussed:Major Tax Law Changes: Discover the transition from remittance-based taxation to the Foreign Incoming Gains (FIG) regime.Capital Gains Tax Hike: Learn about the new capital gains tax rates and their implications for investors.Inheritance Tax Overhaul: Understand the impact of domicile changes and the new residency-based test.Implications for Expats: How these updates affect US citizens living or investing in the UK.Practical Tips: Expert advice on navigating the evolving tax landscape.🕒 Timestamps for Quick Navigation:Here are the timestamps with times displayed at the end:Introduction to UK Tax Law Updates (00:00:07)Changes in Remittance-Based Taxation (00:01:10)Key Tax Adjustments (00:02:16)Impact on Wealthy Individuals (00:03:17)Transition to Residency-Based Test (00:04:52)Capital Gains Tax Changes (00:10:38)Challenges in Financial Planning (00:12:45)Temporary Remittance Facility (00:13:16)Inheritance Tax Reforms (00:14:51)Closing Remarks (00:21:11)💡 Why Watch? This episode offers valuable insights for anyone navigating the UK financial system—whether you're an investor, expat, or tax professional. Stay informed about how these changes could impact you or your clients.👍 If you found this content helpful, like, comment, and subscribe for more updates on global finance and investment strategies! 🔔. @usexpatinvesting 🎙️ Podcast Hosts: Keith Poniewaz, Stan Farmer, and Syl Michelin📍 Brought to you by Walker Condon Financial AdvisorsDisclaimer: The information presented is for educational purposes only and does not constitute financial or legal advice.For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com
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This episode of Gimme Some Truth for Expats dives into wealth taxes and their implications for expats living abroad. Discover how wealth taxes differ from income taxes, explore policies in countries like France, Spain, and Portugal, and learn how offshore assets are taxed. We also cover strategies for navigating international tax systems effectively. A must-watch for expats managing finances across borders.#WealthTaxes #Expats #InternationalTaxes #OffshoreAssets #TaxPlanning #GlobalFinance
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With remote work on the rise, many digital nomads and international families split their time across countries, navigating complex tax laws and residency rules. In this episode of Gimme Some Truth, we explore common tax pitfalls of global living, why the "183-day rule" might not provide full protection, and essential insights for those balancing lives across borders. Tune in to learn how to plan effectively, reduce tax surprises, and make the most of a cross-border lifestyle.
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Much is changing in the world of U.S. Estate Planning with regards to the possible sunsetting of the increased estate exemption in the United States in 2025. In this podcast, the International Team at Walkner Condon discuss how these possible changes will effect American expats and how they plan for their children: given the lower estate exemption amounts in many European countries, these may not have a major effect, but can for those in other jurisdictions with no estate tax.
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David Luzon from Barclay Damon joins the Walkner Condon team to discuss estate planning issues affecting US expats and cross-border families. Topics covered include probate jurisdiction, wills, inheritance/estate tax, transfer certificates, and other practical planning considerations expats need to be aware of.
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In this episode of Gimme Some Truth, Syl, Keith and Stan discuss the importance of international allocation in portfolios. Despite years of US outperformance, international markets remain a pillar of a well diversified allocation, in both equity and fixed income. In this discussion, we share insight and look at index data to help investors with their own international allocation decisions.
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This Gimme Some Truth episode explores the nuances of Roth conversion strategies for Americans abroad. For most Americans, the decision to roll over a Roth IRA is governed by the calculus of US Tax Rates and their age. However, many foreign countries either treat the Roth IRA like a traditional brokerage account or a traditional IRA. Therefore, Americans living abroad (or thinking about it) should proceed carefully and fully analyze how their prospective destination(s) will treat Roth IRAs and their withdrawals.
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In this installment of Gimme Some Truth, Keith, Stan and Syl discuss how residing abroad can effect one of the most common decisions US investors make - rolling over their employer-sponsored retirement plan (401k, 403b, TSPP) to an IRA. While this decision is frequently presented as a "no brainer" for Americans in the US, the various tax treaties the US has with foreign countries frequently render this decision more complicated for Americans residing or thinking about residing abroad as certain countries will tax different types of plans differently.
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Syl and Clint discuss the domestic and international stock and bond markets, reviewing the second quarter of 2024 and touch on some themes for the rest of the year. Syl is seeing a few more headwinds for the remainder of the year, and both Syl and Clint are a bit skeptical that this recent stock market rally will persist.
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Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets. In this podcast, we discuss inflation and its impact on debt, the housing market, and the current health of multinational corporations. We hope that this podcast will help to provide some insight on the current state of the economy and how the Fed may navigate the remainder of 2024.
- Visa fler
