Episodes

U.S. Expat Taxes: Year-End Strategies You Can't Miss

December 9, 2025

In this episode of Passport to Wealth, Arielle Tucker CFP®, EA and international tax expert Emily Haines, CPA, break down the nine most important year-end tax and financial planning strategies for U.S. expats. From the foreign earned income exclusion vs. foreign tax credits, to Roth IRA pitfalls abroad, PFIC traps, currency exchange impacts, estate and gift considerations. This is a must-listen for Americans living overseas who want to avoid costly tax mistakes and plan smarter for the year ahead.