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Tuesdays with Morey - Tax Tips®

Tuesdays with Morey Tax Tips provides Tax Tips for people living and or working outside of the United States. These are citizens of the United States that live or work outside of the country and need valuable information on items concerned with filing their United States Tax Returns. Tuesdays with Morey Tax Tips includes information such as off-shore banking accounts and the requirements for filing and declaring these off-shore accounts. Tuesdays with Morey Tax Tips adds great value to those who are still confused on their tax obligations when living or operating a business off-shore.
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Now displaying: July, 2016
Jul 26, 2016

August 14, 2016, has been slated as the official date of our Tax Tips with Morey, conference in Dallas, Texas. This is the place for you to bring your questions about the legal issues, tax requirements and compliance for Morey to answer directly. Many of our listeners have similar issues so what better way than a face-to-face conference to get everything out in the open. Macarena will be flying in from Belize to offer resources on offshore real estate opportunities. Contact us using the information below to secure your spot!

 

Key Takeaways:

[1:03] Morey must pay attention to tax changes because they happen every 30 seconds.

[4:04] Free legal, tax and real estate advice at the seminar on August 14th in Dallas.

[7:49] There are key things to know about moving offshore so you stay in compliance.

[10:03] Bringing a group of people together will help the group as a whole to avoid mistakes.

[10:35] You must prove your income annually with the IRS or they can take your passport.

[14:19] Morey & Macarena work with many different people, so they are able to inform you what works and what does not work.

 

Mentioned in This Episode:

Glazer Financial Network

macarenarose@gmail.com

Tuesdays with Morey on Facebook

Expat Tax Expert

mglazer@glazerfinancial.com

MacarenaRose.com

800-999-8931

469-358-2818

727-565-1507

Jul 19, 2016

Morey and Macarena join forces again on this episode to help U.S. citizens stay legal no matter where they reside. Morey warns of fraudulent calls and emails from people falsely claiming to be the IRS, what correspondence from the IRS really looks like and how Glazer Financial can take some of the burden off you at tax time. If you like our podcast you will love our Tax Tips with Morey Live event in Dallas, Texas this August. Listen in to find out more.

 

Key Takeaways:

[1:24] What should people do if the IRS contacts them via telephone or email?

[6:09] Possible problems you can run into when dealing with the IRS.

[9:25] In order to avoid interruptions in daily life stay current with your taxes.

[10:53] Glazer Financial can resolve tax issues so clients do not have to be involved.

[13:06] The Financial Disclosure Act is influencing other countries to look more closely at expatriate taxes.

[17:44] The August 13th seminar in Dallas, Texas will feature planning advice from Morey.

 

Mentioned in This Episode:

Glazer Financial Network

macarenarose@gmail.com

Tuesdays with Morey on Facebook

Expat Tax Expert

mglazer@glazerfinancial.com

MacarenaRose.com

800-999-8931

469-358-2818

Jul 12, 2016

Many expats are unaware of the IRS requirement of filling out a Foreign Bank Account Regulation form (FBAR) during tax time. Not understanding the requirement does not make a tax payer immune to the penalties, taxes and interests that commonly follow when the IRS figures out an expat did not file. Proper planning with an accountant who is up-to-date on current tax laws can be an expat’s best defense against large, unnecessary penalties. The savings can be used to purchase additional tax-deferred assets like real estate.   

 

Key Takeaways:

[1:11] How serious are the penalties if I fail to file the Foreign Bank Account Regulation (FBAR) document?

[3:08] FACTA regulations are making it difficult for expatriates to open bank accounts in foreign countries.

[6:20] Buying gold and silver will not make a taxpayer immune to paying the appropriate tax on the value.

[7:27] It’s much less to pay $200 to file the FBAR compared to the $10,000 IRS penalty. 

[11:12] Morey’s goal is to get everyone the information so tax penalties and interest can be eliminated.

[14:57] Long-term employees prove that Glazer Financial will be around for your future.

[18:03] There are a lot of tax advantages in buying real estate.

 

Mentioned in This Episode:

Glazer Financial Network

macarenarose@gmail.com

Tuesdays with Morey on Facebook

Expat Tax Expert

mglazer@glazerfinancial.com

MacarenaRose.com

800-999-8931

469-358-2818

Jul 5, 2016

Morey is back with Macarena to give you all of the up-to-date tax code information and changes. If your accountant doesn’t stay on top of things they could be doing you a disservice, which could eventually come back to haunt you by way of additional taxes and penalties. Any expat who hasn’t filed their taxes or who owns an offshore corporation is at risk. Call Morey or contact Macarena today.

 

Key Takeaways:

[1:10] More and more people who live outside of the U.S. believe they don’t have to file because they don’t make enough money.

[3:21] The government may try to impose a tax on foreign corporations or offshore assets.

[6:38] It is so important to have an accountant who is up-to-date on the changing tax laws.

[10:20] Glazer Financial started with 45 clients and has grown to over 4,000.

[12:47] As the U.S. needs more and more money, there will be a system created to catch up with everyone.

[14:05] How many people know what their taxes are for 2015, 2016 and what about 2017?

[16:14] Do you consider ALL of your deductions and donations at tax time?

 

Mentioned in This Episode:

Glazer Financial Network

macarenarose@gmail.com

Tuesdays with Morey on Facebook

Expat Tax Expert

mglazer@glazerfinancial.com

MacarenaRose.com

800-999-8931

469-358-2818

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