Ever wondered how artificial intelligence is reshaping the tax profession? In this episode of Talking Expat Taxes, host Alex McGowin sits down with Felipe Salinas, founder of Tax Flow, to explore how AI is revolutionizing international tax practice. Felipe shares his unique journey from working with venture capital firms in Latin America to developing AI solutions specifically for tax professionals.

Transfer pricing isn’t just for Fortune 500 companies. Whether you’re running a US business with overseas operations, managing cross-border transactions, or even operating between different US states, understanding proper intercompany pricing could save you thousands in taxes while protecting you from costly IRS penalties. Learn transfer pricing essentials with tax experts Alex McGowin and Jinkan Khatadia. Discover arm’s length standards, documentation strategies, and optimization methods for businesses of all sizes.

In this episode of Talking Expat Taxes, Alex McGowin sits down with franchise expert Adam Goldman to explore how he's been helping foreign investors obtain E-2 visas and franchise businesses to get to break into the U.S. market. Adam details a starting invest of $125,000 - significantly less than other visa pathways. Also covered, are the practical aspects of finding E-2-friendly franchises, coordinating visa applications with business investments, and leveraging service-based businesses for successful applications.

Join us as Scott Haslett, an experienced tax attorney and CPA, dives deep into the world of 1031 exchanges. Whether you're investing in commercial or residential properties, Scott explains how 1031 exchanges can help defer taxes on property sales by leveraging the services of a qualified intermediary like his firm, Mission Exchange. Learn the critical steps involved, from closing dates and identifying replacement properties to navigating complex rules for foreign transactions. This episode is packed with essential information for anyone considering a 1031 exchange. Watch and become an informed investor!

Whether you’re considering international real estate, precious metals, or private equity, this discussion provides crucial guidance on structuring retirement investments beyond traditional stocks & bonds.

Join us for an insightful episode of Talking Expat Taxes, featuring Jonathan Lachowitz - Chairman of American Citizens Abroad (ACA) and founder of White Lighthouse Investment Management. He's a seasoned financial advisor specializing in cross-border financial planning and investment management for Americans overseas. Jonathan shares his extensive knowledge on the intricacies of U.S. and Swiss tax systems, the challenges and strategies for Americans moving to Switzerland, and the importance of working with specialized tax advisors. He also discusses common pitfalls, solutions for maintaining financial accounts while abroad, and the impact of legislation on expats.

Get expert insights on US investment visas and immigration pathways with attorney Alfredo Lozano. Understand E-2, EB-5, and other visa options for foreign investors and business professionals looking to enter the US market.

Ever wondered what it's like to pack up and move halfway around the world? In this episode of "Talking Expat Taxes", host Alex McGowin chats with Melissa Cox about her family's bold move from Delaware to New Zealand. They dive deep into the real trade-offs between cost of living and lifestyle, the challenges of navigating New Zealand's housing market, and what you need to know before making the leap. Discover why living abroad isn't always as glamorous as it seems and learn valuable insights for your own expat journey. This episode is a must-watch for anyone considering a move abroad or currently living the expat life. 📖CHAPTERS 0:00 Meet Melissa Cox: Author, Musician, Expat 2:44 The Journey from Delaware to New Zealand 6:24 Initial Challenges and Adjustments 12:03 The Cost of Living vs Lifestyle 20:28 Daily Expenses and Financial Adjustments 28:38 Trade-Offs of Expat Life 36:21 Navigating New Zealand's Cultural Landscape 40:52 Understanding Tall Poppy Syndrome 45:49 Balancing Work-Life with Kiwi Culture Check the show notes for guest details and main takeaways: https://mcgowintax.com/podcast/from-the-us-to-new-zealand-author-melissa-cox-pt-2

🌏 Considering a move to New Zealand? In this episode of ”Talking Expat Taxes,” Alex McGowin chats with Melissa Cox, author of ”So You Want to Move to New Zealand.” Melissa shares her personal journey from the U.S. to New Zealand, discussing the challenges, cultural shifts, and financial decisions involved in such a move. Whether you’re an expat or a tax professional, this episode is packed with valuable advice. Don’t miss it!

Join Alex McGowin as he welcomes back Rick Philps, an expert in Costa Rican property law, to delve into the legal intricacies of purchasing real estate in Costa Rica. This episode covers the key differences between US/Canadian and Costa Rican legal systems, the roles of notaries and realtors, and crucial advice for expats looking to invest. Whether you're dreaming of a tropical rental or a permanent move, this episode provides essential tips to ensure your investment is secure. 👋 GUEST Rick Philps https://costaricacanadalaw.com/ 📖CHAPTERS 0:00 Costa Rican Property Purchases W/Rick Philps1:10 Understanding Costa Rica's Legal System6:44 Finding Real Estate Professionals In Costa Rica16:15 Structuring Ownership: Personal vs Corporate27:10 Navigating the Real Estate Purchase Process32:24 Common Pitfalls and How to Avoid Them International taxes can feel overwhelming, but we're here to help. Stay tuned for more expert advice on expat tax preparation, and don't hesitate to drop your questions in the comments section below! Follow our channel or reach out for a consult, visit 🌐 https://mcgowintax.com  

Join Alex McGowin of McGowin Tax in this insightful episode of "Talking Expat Taxes" as he sits down with special guest, Travis Comstock. Travis shares his journey of moving to Costa Rica, starting a business, and adapting to the local lifestyle. Learn how to navigate the unique tax challenges faced by expats, understand the local tax regulations, and get practical tips to simplify your financial life abroad. Travis also delves into his experiences with the language barrier, decompressing in a new environment, and enjoying the proximity to Costa Rica's stunning beaches and landscapes. Don't miss out on this essential guide for expats and international tax professionals! 👋 GUEST Travis Comstock https://www.remax-costa-rica.com/real-estate-agents/travis-comstock/ Presented by McGowin Tax International taxes can feel overwhelming, but we're here to help. Stay tuned for more expert advice on expat tax preparation. 🌐 https://mcgowintax.com

Join Alex McGowin and tax expert Juan Antonio on ”Talking Expat Taxes” as they delve into Mexican tax residency, filing requirements & obligations for expats.

Alex and guest, Rick Phelps, talk about the ins & outs of immigration when making a move to Costa Rica - covering everything from taxes & visas to cultural differences to be aware of.