In this episode of Gimme Some Truth, hosts Clint Walkner, Stan Farmer, and Ian Beardsley are joined by Meb Faber, Chief Investment Officer of Cambria Investment Management, for an in-depth discussion on utilizing Section 351 to seed newly launching exchange-traded funds—a mechanism that can provide a tax-efficient approach to diversifying concentrated stock and ETF positions.
The conversation explores the mechanics, potential benefits, and use cases for these funds, and how they may fit into broader portfolio management and diversification strategies. Meb also shares his perspective on global investing themes, market observations, and future developments in the investment landscape.
🕒 Episode Chapters
00:00 – Introduction & Guest Overview
01:03 – Understanding Section 351 Funds
01:50 – Meb Faber’s Experience and Insights
03:45 – Use Cases and Fund Mechanics
06:21 – Diversification & Portfolio Structure
09:24 – Real-World Context & Applications
14:25 – Broader Market Perspectives
28:02 – Closing Thoughts & Disclaimers
🎙️ Connect with Meb Faber
Website (Cambria Investment Management): https://cambriafunds.com
Podcast – The Meb Faber Show: https://mebfaber.com/podcast
Twitter/X: https://twitter.com/MebFaber
🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:
👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon
🌐 Learn More About Walkner Condon Financial Advisors:
Visit: https://walknercondon.com
🌍 Are You a U.S. Expat?
We specialize in financial planning for Americans abroad:
Explore our dedicated expat site: https://usexpatinvesting.com
📣 Connect with Us on Social Media:
LinkedIn: https://www.linkedin.com/company/walknercondon
Facebook: https://www.facebook.com/walknercondon
Instagram: https://www.instagram.com/walknercondon/
How does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning?
In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax implications, exit planning, and risk management. Whether you're an Epic employee, former staffer, or simply navigating equity compensation, this episode offers structured insight into managing your equity in 2025 and beyond.
Check out our new Epic Stock Financial Planning Guide
🔎 Topics include:
Epic stock structure and evolution
Understanding 83(b) elections
Managing stock loans and risk
Using direct indexing and donor-advised funds
Planning for vesting, exit, and retirement
This content is for informational purposes only and not intended as tax or investment advice.
⏱️ Timestamps:
00:00 – Intro: What makes Epic stock unique
01:00 – Alicia’s background at Epic and initial exposure to equity
02:15 – How Epic’s stock plan has changed over time
04:30 – Why it's important to understand what you own
06:00 – Vesting, taxation, and the W-2 surprise
07:45 – 83(b) election explained: benefits and risks
10:30 – Exit planning: start early to expand your options
12:45 – When Epic stock becomes "real money"
14:10 – Investment strategy: what to consider before leaving
15:40 – Direct indexing for tax efficiency
17:00 – Donor-Advised Funds: grouping charitable giving
19:00 – Planning around fluctuating income and loan terms
21:15 – Why family and spouse income must be considered
23:00 – The role of personal goals in equity planning
24:30 – How to prepare for a financial planning meeting
Read our blog post on Donor-Advised Funds: https://walknercondon.com/blog/what-is-a-donor-advised-fund/
Read our blog post on Direct Indexing: https://walknercondon.com/blog/introduction-to-direct-indexing/
#EpicStock #EquityCompensation #83BElection #TaxPlanning2025 #DirectIndexing #DonorAdvisedFunds #GimmeSomeTruthPodcast #ExitPlanning #EmployeeStockPlans #EpicSystems
For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/
Visit our website for more financial planning resources and educational information: https://www.walknercondon.com
————————————————
ADD US ON:
LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc
Facebook: https://facebook.com/walknercondon
In this episode of Gimme Some Truth, Clint, Nate, and Syl break down the Q3 market recap and share their Q4 stock market outlook. They discuss the continued strength of U.S. and international equities, the resilience of the economy despite tariffs and global challenges, and how potential Federal Reserve rate cuts may shape the months ahead.
They also dive into currency pressures, inflation trends, consumer spending, and real estate dynamics—plus the growing influence of AI and reshoring initiatives on the broader economy. Packed with insights for both experienced investors and new market participants, this episode is a must-listen for anyone navigating the final quarter of the year.
Key Topics Covered
Q3 Market Recap – Momentum in U.S. and international stocks
Global Market Trends – International equities and broader outlook
Economic Resilience – How the economy withstands tariffs and headwinds
Federal Reserve & Rates – Possible interest rate cuts and their impact
Inflation & Currency Shifts – Managing volatility in a changing market
Consumer Spending & Housing – Real estate trends shaping demand
Q4 Outlook – Key themes and expectations for the coming quarter
Episode Timestamps
00:00 – Introduction and Overview
00:37 – Q3 Market Recap
01:52 – International Stocks and Broader Market Trends
03:11 – Economic Resilience and Tariffs
05:19 – Federal Reserve Policies and Interest Rates
07:58 – Currency and Inflation Concerns
12:17 – Consumer Spending and Real Estate
14:18 – Q4 Outlook and Themes
19:22 – Conclusion and Final Thoughts
READ THE BLOG POST FOR MORE INFO:
https://usexpatinvesting.com/blog/2025-q3-investment-summary/
🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:
👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon
🌐 Learn More About Walkner Condon Financial Advisors:
Visit: https://walknercondon.com
🌍 Are You a U.S. Expat?
We specialize in financial planning for Americans abroad:
Explore our dedicated expat site: https://usexpatinvesting.com
📣 Connect with Us on Social Media:
LinkedIn: https://www.linkedin.com/company/walknercondon
Facebook: https://www.facebook.com/walknercondon
Instagram: https://www.instagram.com/walknercondon/
Twitter/X: https://twitter.com/walknercondon
In this episode of Gimme Some Truth, Nate, Mitch, and Stan discuss recent changes to Portugal’s Non-Habitual Residence (NHR) tax program and their impact on US expats.
They cover the origins and benefits of the NHR program, the implications of the US–Portugal tax treaty, and why a recent arbitration ruling confirmed that US citizens should not be taxed on capital gains in Portugal due to the treaty’s savings clause.
The conversation also includes practical guidance on working with accountants, understanding new tax rules, and preparing for life abroad. For Americans living in Portugal—or considering the move—this episode delivers essential insights into the evolving international tax landscape.
Timestamps
00:00 – Introduction to the Episode
00:30 – Understanding NHR: What It Is and Why It Matters
01:12 – The Rise and Fall of the Original NHR Program
01:38 – Tax Implications for US Expats in Portugal
03:26 – The Capital Gains Tax Controversy
07:58 – Recent Developments and Legal Challenges
10:23 – Practical Advice for Expats
17:57 – Conclusion and Final Thoughts
18:43 – Disclaimer and Additional Information
🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:
👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon
🌐 Learn More About Walkner Condon Financial Advisors:
Visit: https://walknercondon.com
🌍 Are You a U.S. Expat?
We specialize in financial planning for Americans abroad:
Explore our dedicated expat site: https://usexpatinvesting.com
📣 Connect with Us on Social Media:
LinkedIn: https://www.linkedin.com/company/walknercondon
Facebook:https://www.facebook.com/usexpatinvesting/
Instagram: https://www.instagram.com/walknercondon/
Twitter/X: https://twitter.com/walknercondon
In this episode of Gimme Some Truth, hosts Clint Walkner and Keith Poniewaz break down the fast-changing world of cryptocurrency and stablecoins, focusing on how the new GENIUS Act legislation affects expats and global investors.
We cover everything from the basics of crypto and stablecoins to their real-world applications, highlighting the benefits, challenges, and risks these digital assets bring. Learn how the GENIUS Act is reshaping cross-border transactions, what it means for international remittances, and the tax implications and regulatory concerns expats should prepare for.
Whether you’re an expat managing money abroad, a crypto-curious investor, or simply interested in the future of digital currencies, this episode will give you valuable insights into how cryptocurrency and stablecoins may transform financial planning and global investing.
Read the blog post for more information on the GENIUS Act: https://usexpatinvesting.com/blog/what-the-genius-act-means-for-us-expats/
Episode Breakdown:
00:00 – Introduction and Today’s Topic
00:38 – Understanding Crypto and Stablecoins
05:29 – Legislation and the GENIUS Act Explained
07:39 – Practical Uses and Challenges of Stablecoins
17:45 – Tax Implications and Regulatory Concerns
22:04 – Investment Perspectives and Final Thoughts
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
#expatfinance
#InternationalInvesting #CustodianOptions #TransferOnDeath #MultiCurrencyAccounts #InvestmentLogistics #CrossBorderPlanning #GimmeSomeTruthPodcast
In this episode of Gimme Some Truth, our investment committee hosts a spirited financial debate on some of today’s most pressing topics:
📈 U.S. stock market valuations
💰 Tariffs as hidden taxes
🧠 The future of artificial intelligence (AI) in investing
Watch Sunny Syl vs. Skeptical Stan as they share bullish and bearish views on the economy, recession risks, and fiscal policy. Hosted by Clint Walkner, this point-counterpoint format brings insight on navigating market volatility and uncovering opportunities in uncertain times.
🔍 Key topics include:
Are U.S. stocks overvalued?
How tariffs are impacting the economy
Treasury bonds and dollar strength
AI's potential to reshape markets and investing strategies
🕒 Timestamps:
00:00 Introduction
00:30 Investment Committee Dynamics
01:49 Stock Market Valuations
04:23 Economic Impact of Tariffs
12:58 Treasury Bonds & Dollar Outlook
22:33 AI and Future Market Predictions
31:41 Final Thoughts
💬 Don’t forget to like, comment, and subscribe for more on economic trends, investment strategy, and financial market insights.
@walknercondon @usexpatinvesting #StockMarket #Tariffs #ArtificialIntelligence #InvestingDebate #USEconomy #MarketOutlook #FinancialPlanning #RecessionRisk #TreasuryYields #aiinvesting
This episode of Gimme Some Truth International features a detailed discussion on the considerations involved in selecting a custodian or brokerage for U.S. expats and international investors. Hosts Syl Michelin, Stan Farmer, and Keith Poniewaz explore the regulatory, logistical, and practical factors that may affect investment accounts when living abroad.
Topics include the implications of changing residency, limitations on certain investment products, multi-currency account features, estate planning issues, and questions related to Transfer on Death (TOD) arrangements. The conversation is intended to highlight the range of potential variables expats may encounter and to provide a framework for evaluating available options.
This content is provided for informational purposes only and is not intended as investment, legal, or tax advice.
⏱️ Timestamps:
00:00 – Introduction
01:40 – Defining expat-friendly custodians
03:20 – Residency and account eligibility
05:10 – Account status after moving abroad
07:45 – Fund access limitations for expats
10:25 – Currency holding and transfer features
13:10 – Currency conversion fees and structures
15:55 – Mixed-nationality household considerations
18:35 – Estate planning for expats
21:50 – Transfer on Death accounts and jurisdiction
25:05 – Assessing custodial flexibility
27:30 – Closing thoughts
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
#ExpatFinance #InternationalInvesting #CustodianOptions #TransferOnDeath #MultiCurrencyAccounts #InvestmentLogistics #CrossBorderPlanning #GimmeSomeTruthPodcast
Thinking about buying property overseas? 🌍 This episode of Gimme Some Truth International dives into the complexities and opportunities of real estate investment abroad. From mortgage challenges in countries like the UAE 🇦🇪 to navigating U.S. tax laws for expats, this conversation with financial advisors, Syl Michelin, Stan Farmer, and Keith Poniewaz offers valuable insights for global investors.
📋 Topics covered include:
How to finance homes abroad and the pros/cons of cash vs. mortgage
U.S. tax obligations on foreign property gains
Differences in real estate markets around the world
Local inheritance laws, estate taxes, and titling tips
Strategic estate planning for international property owners
💼 Whether you're planning retirement overseas or just exploring property investment options, this video offers tips for smart financial planning.
⏱️ Timestamps:
0:00 – Introduction to real estate abroad
1:30 – Risks and benefits of buying property overseas
3:00 – Mortgage availability and financing issues
5:15 – Paying cash vs. getting a mortgage abroad
7:00 – Age-related lending restrictions for expats
9:00 – U.S. vs. foreign mortgage market comparison
11:30 – Example: Dubai property market and consequences of default
14:00 – Tax implications: property tax, capital gains, IRS rules
17:00 – Estate planning, probate laws, and local inheritance rules
📢 Don't forget to like, subscribe, and share for more insights on global financial planning. Have questions? Drop them in the comments or reach out to our expert team.
#RealEstateAbroad #Expats #InvestingOverseas #USTaxes #EstatePlanning #ForeignMortgages #FinancialPlanning
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:
This episode of Gimme Some Truth, International edition, explores recent discussions surrounding the weakening of the US dollar and the role of currency diversification in managing financial risk. Topics include changes in global markets, impacts on investments, and practical approaches to building diversified portfolios without requiring international relocation.
Timestamps:
00:00 – Introduction to US Dollar Trends
00:31 – Currency Diversification and Historical Context
01:55 – Cash Flows and Currency Exposure Abroad
04:07 – Impact of Dollar Weakness on Retirees and Expats
06:17 – Types of Dollar vs. Non-Dollar Assets
09:04 – Dollar-Hedged vs. Unhedged Investments
10:44 – Gold, Commodities, and Currency Hedges
13:24 – Preparing for Dollar Decline vs. Reacting to It
15:35 – Portfolio Construction for Currency Diversification
18:32 – Misconceptions About Diversification Strategies
20:00 – Concluding Observations on Currency Risk
✅ Subscribe for detailed discussions on markets, diversification, and financial risk management.
SUBSCRIBE @walknercondon @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
This episode of Gimme Some Truth International discusses the key market movements and economic developments in Q2 2025. Topics include global volatility, shifting investor sentiment, changes in international stock and bond markets, and the role of diversification during uncertain times. Emphasis is placed on understanding broad trends rather than short-term reactions.
Timestamps:
00:00 – Introduction and Overview of Recent Volatility
01:32 – Day-to-Day Market Swings and Short-Term Sentiment
03:04 – Information Gaps and Global Trade Concerns
06:01 – Investor Psychology and Volatility Responses
08:19 – Diversification Strategies in Uncertain Markets
11:24 – International vs. US Market Shifts
13:40 – Germany's Economic Stimulus and Implications
16:30 – International Stocks vs. US Stocks Performance
18:45 – Importance of Global Portfolio Diversification
20:55 – Final Thoughts on Market Trends and Adaptability
✅ Subscribe for in-depth market discussions, portfolio insights, and financial analysis updates.
SUBSCRIBE @walknercondon @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
Are you a U.S. expat looking to make charitable donations while maximizing tax benefits? 🌍 In this video, we break down international charitable giving, including how to donate tax-efficiently, the role of donor-advised funds (DAFs), and strategies for giving to foreign charities.
What You'll Learn:
✅ How U.S. expats can donate to charities abroad
✅ Tax deductions for charitable contributions
✅ Using donor-advised funds (DAFs) for global giving
✅ Pitfalls of international giving & how to avoid penalties
✅ The impact of foreign tax credits on charitable donations
💰 Want to maximize your tax savings while giving back? Watch now to learn how to navigate cross-border philanthropy effectively!
🔔 Subscribe for more financial tips for U.S. expats & hit the like button if you found this helpful!
#CharitableGiving #USExpats #DonorAdvisedFunds #TaxSavings #Philanthropy #ExpatFinance #InternationalDonations #TaxPlanning
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
0:00 - Introduction to Charitable Gifting for U.S. Expats1:11 - U.S. Charitable Gifting Laws and Tax Benefits
1:44 - Standard Deduction Increase and Itemizing Donations
2:16 - Importance of Tax Efficiency in Philanthropy
2:48 - Tax Planning: Giving Every Other Year
3:18 - Donor-Advised Funds Explained
3:49 - How Donor-Advised Funds Work for Expats
4:21 - Challenges of Giving to Foreign Charities
4:52 - Methods to Donate to Non-U.S. Charities
5:23 - Dual-Registered Charities for International Giving
5:56 - Giving to Charities with U.S. Affiliates
6:27 - Complexities of Charitable Giving While Living Abroad
7:01 - Local Tax Implications of Charitable Giving
7:32 - Using Excess Foreign Tax Credits for Charitable Deductions
8:03 - Differences in Tax Deductions Across Countries
8:34 - Charitable Giving in High-Tax vs. Low-Tax Countries
9:04 - Limits on Deductible Charitable Contributions
9:36 - Importance of Consulting Tax Professionals
10:08 - Making Donations to Large Organizations Like UNICEF
10:41 - Church and Religious Donations in Europe
11:12 - Double Taxation Considerations for U.S. Expats
11:44 - Ensuring Tax Deductibility of International Donations
12:16 - Pitfalls of Donating Without Checking Tax Laws
12:47 - Risks of Non-Deductible Donations for Expats
13:19 - Differences in Tax Treatment of Foreign Charities
13:51 - Donating Appreciated Stock Instead of Cash
14:23 - Tax Benefits of Donating Securities
14:54 - How Countries Value Stock Donations Differently
15:26 - Cross-Border Tax Implications of Donations
15:58 - Maximizing Generosity Through Tax Efficiency
16:29 - Mistakes That Can Cost Donors Money
17:01 - Gift Tax Risks in Certain Countries
17:32 - Large Donations and Unintended Tax Consequences
18:04 - Final Thoughts and Summary
18:35 - Like, Subscribe, and Follow for More Content
🚨 After an 18-year wait, final IRS regulations provide guidance on how to comply with the Section 2801 tax on gifts and bequests made to U.S. persons from certain expatriates.
🔍 Topics Covered:
✅ Who qualifies as a covered expatriate?
✅ How the tax works
✅ What Form 708 is & when to file it
✅ Legal ways to avoid unnecessary taxation
📌 Timestamps for Quick Navigation:
00:00 - Intro: What is the foreign gift tax?
01:02 - Can you receive tax-free gifts in the U.S.?
03:15 - The 40% expatriation tax explained
09:45 - Who qualifies as a covered expatriate?
12:05 - Form 708 & filing requirements
14:30 - How to reduce tax liability
16:45 - IRS privacy concerns & new rules
18:30 - Final thoughts & tax planning tips
🔔 Like & Subscribe for expert tax insights! #ForeignGifts #ExpatriationTax #IRS #taxlaw
SUBSCRIBE @walknercondon @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
🎉 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
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
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)
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 taxation Understanding the TRF and its benefits Tax strategies for expats in the UK Important deadlines and reduced tax rates 00:00 - 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.
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: 00:00:04 Insights on team international backgrounds: 00:00:34 Talia's journey to Germany: 00:02:41 Overcoming German language challenges: 00:04:15 Navigating expat bubbles and integration: 00:05:49 Stan's move to Angola and ambitions in the financial sector: 00:07:53 Economic boom and bust in Dubai: 00:08:55 Swiss rental inspections: 00:23:00 Challenges in Portuguese bureaucracy: 00:25:40 Dreaming of future international living: 00:27:45
📢 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 Advisors Disclaimer: 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
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
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.