In this episode of US-UK Tax Talk, host Aidan Grant welcomes back Patrick Mulhern, Partner at Tanager Wealth Management, for a deep dive into one of the most nuanced areas of cross border financial planning, investing for children where Americans are involved. Patrick first appeared on the show four years ago, and this return conversation explores how US and UK tax systems collide when parents and grandparents try to save and invest for minors. Americans living in the UK face a uniquely compl...
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In this episode of US-UK Tax Talk, host Aidan Grant welcomes back Patrick Mulhern, Partner at Tanager Wealth Management, for a deep dive into one of the most nuanced areas of cross border financial planning, investing for children where Americans are involved. Patrick first appeared on the show four years ago, and this return conversation explores how US and UK tax systems collide when parents and grandparents try to save and invest for minors. Americans living in the UK face a uniquely compl...
US Tax Residency Demystified: Citizens, Green Cards & the Substantial Presence Test with Alicea Castellanos
US-UK Tax Talk
52 minutes
2 months ago
US Tax Residency Demystified: Citizens, Green Cards & the Substantial Presence Test with Alicea Castellanos
Host Aidan Grant welcomes Alicea Castellanos (Founder/CEO, Global Taxes LLC) to unpack how people become US tax residents - often unintentionally - and what that means for filing, planning, and cross-border life. US tax residency can arise from citizenship, green card status, or the Substantial Presence Test (SPT). Alicia explains how this differs from immigration status, the compliance burden of worldwide income and reporting, the added complexity of state tax rules, how and when residency s...
US-UK Tax Talk
In this episode of US-UK Tax Talk, host Aidan Grant welcomes back Patrick Mulhern, Partner at Tanager Wealth Management, for a deep dive into one of the most nuanced areas of cross border financial planning, investing for children where Americans are involved. Patrick first appeared on the show four years ago, and this return conversation explores how US and UK tax systems collide when parents and grandparents try to save and invest for minors. Americans living in the UK face a uniquely compl...
