Please enjoy the following webinar presented by David Kuenzi on the implications of the ObamaCare tax and other 2013 tax changes for American Expatriates.
This is a replay of a November, 2013 Webinar conducted by Thun Financial for a group of Americans from around the world. The Webinar covers 2013 investment tax changes and the impact of the New ObamaCare tax and insurance provisions. Investment strategy implications are analyzed from a perspective of an investor living outside of the United States.
In sum, the 3.8% ObamaCare surtax applies to all investment income no matter where derived or where a U.S. taxpayer is resident.
Additionally, the 0.9% Medicare tax should be covered by existing totalization agreements; but only 24 countries have totalization agreements. The $200k/$250k MAGI income threshold for the 3.8% ObamaCare investment income surtax is calculated after adding back in Foreign Earned Income Exclusion (FEIE). For more detailed information on the topic, see the Thun Research article on 2013 U.S. Tax Changes and Investment Strategy for Americans Abroad.
ObamaCare Tax Topics for American Expat Investors
- New Top Tax Bracket for Earned Income
- 2013 Net Investment Income Tax
- ObamaCare Tax
- Changes in the Estate Tax
- Deduction Limitations and Payroll Tax Cut Ended
- American Expat Special Considerations
- American Expat Tax Strategies and Estate Planning
- Portfolio Management and FATCA
– Source: http://thunfinancial.com/implication-of-obamacare-for-american-expats-abroad-webinar/#sthash.SjBu5eTS.dpuf
more recommended stories
AMLO says PEMEX will increase its oil production by the year 2024
Mexican state oil company Pemex is.
Mauricio Vila delivers new vehicles and equipment to the State Public Security Secretariat
Merida Yucatan; May 24, 2019.- Governor.
“Yucatan is an exceptional state when it comes to public safety” (Federal Secretary of Security and Citizen Protection)
“Yucatan is an exceptional state when.
Does Tulum really need a new one thousand-room hotel?
New “Hotel Internacional” in Tulum will.
American Expats say money they had at Monex is gone and the bank isn’t helping them
In late December, Kathy Machir called.
25 countries confirmed to attend “Sargasso Summit” in Cancun
Cancún, Quintana Roo – 25 countries.
Facebook takes down billions of fake accounts
Facebook took down 2.2 billion fake.
Trump orders intel agencies to assist with review of “Russia probe”
Looks like “investigating the investigators” has.
British Prime Minister Theresa May announces resignation
“I tried three times. I believe.
Governor Mauricio Vila Dosal supervises maintenance works on the Mérida-Progreso highway
Governor Mauricio Vila Dosal supervised the.