Jane Mepham, CFP® (@elgonfinancial) 's Twitter Profile
Jane Mepham, CFP®

@elgonfinancial

Simplifying Personal Finance for Immigrants & Foreign Nationals on Work Visas | Founder, Elgon Financial Advisors | @TheImCafe_Pod.

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linkhttps://elgonfa.com/ calendar_today07-07-2020 16:13:21

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Last week, Microsoft announced another round of layoffs. For anybody on a work visa, this is bad, bad news. You have about 60 days to find another job, depending on where you are in your immigrant journey. An updated post on getting back on your feet. bit.ly/46rYDTB

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Zen and the Art of NIIT Compliance: Breathe In, File Out NIIT - the extra 3.8% tax you occasionally see on your return when you hit a certain level of income. We tell you what it is, and it applies in cross-border cases. We touch on recent court cases involving expat filers.

Zen and the Art of NIIT Compliance: Breathe In, File Out

NIIT -  the extra 3.8% tax you occasionally see on your return when you hit a certain level of income.

We tell you what it is, and  it applies in cross-border cases.

We touch on recent court cases involving expat filers.
Jane Mepham, CFP® (@elgonfinancial) 's Twitter Profile Photo

As you enjoy the summer break, don't take a break from your money. It's the perfect time (slow days) to get organized, check on your progress, and ensure you are still on track, especially when other jurisdictions/citizenships are involved. bit.ly/44KqvBj

As you enjoy the summer break, don't take a break from your money. 

It's the perfect time (slow days) to get organized, check on your progress, and ensure you are still on track, especially when other jurisdictions/citizenships are involved.

bit.ly/44KqvBj
Jane Mepham, CFP® (@elgonfinancial) 's Twitter Profile Photo

I am fortunate to be able to move between countries with ease. For those looking to retire overseas, it's doable, but it needs planning. Cool to see my thoughts quoted in this Investopedia article.

Jane Mepham, CFP® (@elgonfinancial) 's Twitter Profile Photo

In between travel, hanging out at the beach or with friends, Summer is the perfect time to ensure you are still on the right financial path, especially if you are straddling two or more countries.

In between travel, hanging out at the beach or with friends, 

Summer is the perfect time to ensure you are still on the right financial path, especially if you are straddling two or more countries.
Jane Mepham, CFP® (@elgonfinancial) 's Twitter Profile Photo

Calling Foreign Executives Moving to the U.S. on the L-1 Visa! Do you know the three most critical things you need to know about taxes and finances in the U.S?. We detail them in Episode 52. Have a listen.

Calling Foreign Executives Moving to the U.S. on the L-1 Visa!

Do you know the three most critical things you need to know about taxes and finances in the U.S?.

We detail them in Episode 52. Have a listen.
Jane Mepham, CFP® (@elgonfinancial) 's Twitter Profile Photo

Work Visa Holders : (H-1B, TN, E-3, L-1, etc). Leaving the U.S. without a plan is like trying to cancel cable in under 5 minutes. Impossible. We’ve got your exit strategy. We discuss various strategies for managing financial obligations, with a checklist for planning.

Work Visa Holders : (H-1B, TN, E-3, L-1, etc).

Leaving the U.S. without a plan is like trying to cancel cable in under 5 minutes. Impossible. 

We’ve got your exit strategy.

We discuss various strategies for managing financial obligations, with a checklist for planning.
Jane Mepham, CFP® (@elgonfinancial) 's Twitter Profile Photo

That overseas fund with great returns could be a PFIC. If it is, you could be in a world of tax hurt Learn what a PFIC is. Three ways to determine if a great fund is a PFIC or not. If it is, please don't DIY the fix; you need a tax professional to help you fix it. Reach out.

That overseas fund with great returns could be a PFIC.

If it is, you could be in a world of tax hurt

Learn what a PFIC is.

Three ways to determine if a great fund is a PFIC or not.

If it is, please don't DIY the fix; you need a tax professional to help you fix it.

Reach out.
Jane Mepham, CFP® (@elgonfinancial) 's Twitter Profile Photo

Visa holders at Amazon and other tech companies - laid off? Some pointers to get back on your feet, and if you have to leave the country, you leave on your own terms.

Visa holders at Amazon and other tech companies - laid off?

Some pointers to get back on your feet, and if you have to leave the country, you leave on your own terms.
Jane Mepham, CFP® (@elgonfinancial) 's Twitter Profile Photo

Foreign-Born Families - Answer these 5 questions to be able to plan your US finances and your life in the US. linkedin.com/pulse/foreign-…

Jane Mepham, CFP® (@elgonfinancial) 's Twitter Profile Photo

Expired and surrendered green cards are two different things as far as the IRS is concerned. Do not mistake the two; otherwise, you could be in a world of financial hurt.

Expired and surrendered green cards are two different things as far as the IRS is concerned.

Do not mistake the two; otherwise, you could be in a world of financial hurt.
Jane Mepham, CFP® (@elgonfinancial) 's Twitter Profile Photo

As a visa holder or an expat, can you use the Trump account? We tell you all about it in our last 2025 episode - (Episode 60). We go into the details of who, what, and when, and compare them with other investment options available to you. Have a listen.

As a visa holder or an expat, can you use the Trump account?

We tell you all about it in our last 2025 episode - (Episode 60).

We go into the details of who, what, and when, and compare them with other investment options available to you.

Have a listen.
Jane Mepham, CFP® (@elgonfinancial) 's Twitter Profile Photo

FBAR & FATCA: The alphabet soup that bites back if ignored. We explain the importance of compliance with these regulations The filing requirements for U.S. expats and U.S. tax residents (includes foreign nationals on work visas), And potential penalties for non-compliance.

FBAR & FATCA: The alphabet soup that bites back if ignored.

We explain the importance of compliance with these regulations

The filing requirements for U.S. expats and U.S. tax residents (includes foreign nationals on work visas),

 And potential penalties for non-compliance.
Jane Mepham, CFP® (@elgonfinancial) 's Twitter Profile Photo

The IRS cannot read your mind, but they know all about your foreign accounts. Here is how they do it. linkedin.com/pulse/does-irs…