U.S. Worldschooling Family Tax + Money Checklist

Worldschooling your family? Don't forget the tax + money side.

Moving abroad changes more than your address.

U.S. citizens generally still have U.S. tax filing obligations while living abroad, and leaving your home state doesn't necessarily mean you've ended your state tax residency.

Then there are foreign bank accounts, FEIE vs. the Foreign Tax Credit, investments, retirement accounts, businesses, real estate, foreign tax residency and the financial realities of building a life across borders.

I created this free U.S. Worldschooling Family Tax + Money Checklist to help families understand the questions they should be asking before and after they leave the United States.

Inside the guide:

• U.S. federal tax filing considerations
• Home-state residency and domicile
• Foreign Earned Income Exclusion (FEIE)
• Foreign Tax Credit (FTC)
• FBAR and foreign financial accounts
• Foreign businesses and entities
• Investments and retirement accounts
• Real estate at home and abroad
• Banking and cross-border cash flow
• Insurance and financial protection
• Foreign-country tax residency
• An annual Worldschooling Money Checkup

Hi, I'm Amanda.

I'm Amanda Dorolek, CPA, a former New York State tax auditor who spent 17 years looking at tax returns from the government's side of the table.

Today, I help Americans living and traveling abroad understand the U.S. tax, home-state and financial considerations that can follow them across borders.

I'm also a mom raising four kids abroad, so I created this specifically for families building an unconventional life outside the United States.

Download it free. Save it. And please share it with another worldschooling family.

Educational information only. This guide is not individualized tax, legal, immigration, investment or financial advice.