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As international income, ownership structures, and reporting obligations become more interconnected, small tax and planning decisions can create significant long-term financial impact.
Lodder CPA supports U.S. business owners or entrepreneurs living abroad and U.S. residents with non-U.S.
assets in navigating:
International tax strategy impacts far more than filing obligations alone. A more coordinated approach can help reduce unnecessary tax exposure, improve long-term planning, strengthen financial visibility, and create greater confidence across both personal and business decision-making.
Reduce unnecessary tax exposure
Align business and personal strategy more effectively
Maintain clearer oversight across jurisdictions
Support stronger long-term financial planning
International ownership, foreign entities, overseas accounts, and multi-country income can create additional reporting obligations and long-term planning considerations that require more proactive coordination.
Lodder CPA helps individuals navigate reporting and planning considerations tied to:
From international reporting and tax compliance to long-term planning and strategic advisory, Lodder CPA helps individuals and business owners navigate complex cross-border tax situations through a more coordinated approach.
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“PacificEast was becoming more complex in its cross-border and overall U.S. business. Lodder CPA has communicated well and provided the excellence PacificEast requires.”
Garth Froese
Chief Executive Officer
"Lodder CPA not only helped me get caught up on four years of taxes but they also helped guide me through the renunciation process. Lodder CPA was efficient, accurate and extremely helpful. You have peace of mind knowing they are handling your taxes even if your situation is extremely complex. Whether you are a company, individual or a U.S. citizen living abroad I couldn't have found a better accountant. I recommend 10/10."
Carrie Ball
RE/MAX Truepeak Realty
“Kyle’s expertise in accounting, particularly in complex tax laws related to cross-border business activities, is exceptional. He provides tailored solutions that make us feel confident about the long-term success of our business.”
Rob McWhinney
Founder and President
They put everything on solid footing, and we’re now saving tens of thousands of dollars each year.
Reduced tax costs and gained confidence that tax matters were being handled correctly.
Identified inefficiencies, strengthened compliance, and implemented a tax strategy aligned with long-term business growth.
Yes. U.S. citizens need to file and prepare U.S. tax returns if the filing thresholds are met, regardless of whether or not they live in the U.S.
They may be exposed to late filing penalties, late payment penalties and interest, but also the significant penalties from late filing certain U.S. international information returns such as the Forms 8938, 5471, 8865, 8858, 8621, 3520/3520-A, FBAR, etc. The penalty exposure for filing each of these forms is $10,000+.
As long as the person wasn’t aware and immediately took action to fix the problem, then they may qualify to become compliant with the U.S. tax system by filing delinquent returns pursuant to the Streamlined Filing Compliance Procedures.
Yes. The U.S. tax return still needs to be filed. The gross income needs to be reported, and then the foreign earned income exclusion is claimed on the tax return to exclude this income from being taxable on the U.S. return.
It depends, since each situation is different. Sometimes the foreign tax credit option isn’t available if the U.S. person lives in a country which doesn’t have an income tax which can then be used as a credit against the U.S. tax liability. In countries that have an income tax, often it can make sense for U.S. citizens with dependent children to claim the foreign tax credit to receive a refundable child tax credit.
Often this is the case. But there are many considerations. For instance, only $250,000 of gain from selling a primary residence is tax-exempt in the US. Different tax incentives abroad can lead to credits, deductions, and exemptions not available under US law, potentially increasing tax liability. Additionally, anti-tax deferral rules apply to non-US corporate interests. Given these complexities, consulting a qualified US international tax specialist is crucial.
Income earned within a corporation generally isn't taxed on the US shareholder's federal return, allowing tax deferral until profits are distributed as dividends. Subpart F, NCTI, GILTI, and PFIC are U.S. tax rules aimed at disincentivizing U.S. income tax deferral and wealth accumulation within a foreign corporation. Consulting a US international tax specialist is crucial for navigating these complexities and optimizing the tax position.
Owning assets abroad exposes one to IRS disclosure and tax implications. Consulting a US tax advisor is crucial due to complexities in owning partnerships, trusts, corporations, pensions, retirement accounts, and foreign mutual funds. Simplifying entity structures is advisable. Certain accounts can be considered foreign trusts or PFICs, complicating US taxes. It is a good idea to discuss tax optimization, simplicity in entity structure, and compliance with a tax advisor.
Reduce unnecessary tax exposure and support stronger long-term financial alignment through a more proactive strategy.
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