Legacy Tax & Resolution Services

US Tax Advice for US Expatriate Living and Working in Mauritius

Tax Guide for US Expats Living and Working in Mauritius   Download Our Expat Tax Guide Who Is Liable For Income Taxes in Mauritius In general, individuals resident in Mauritius are taxed on their worldwide income. Income derived from outside Mauritius is taxed on a remittance basis. Nonresidents are taxed on Mauritian-source income only. Individuals […]

The Home Energy Saving Tax Credit Is Back

Article Highlights: Appropriations Act of 2020 Residential Energy (Efficient) Property Credit Lifetime Credit Credit Limits Qualifying Property Per Item Credit Limits Basis Adjustment Retroactive Application On December 20, 2019, President Trump signed into law the Appropriations Act of 2020, which included a number of tax law changes, including retroactively extending certain tax provisions that expired […]

Save Taxes by Shifting or Deferring Income

On December 22, 2017, The Tax Cuts and Jobs Act was signed into law. The information in this article predates the tax reform legislation and may not apply to tax returns starting in the 2018 tax year. You may wish to speak to your tax advisor about the latest tax law. This publication is provided […]

Did You Pay Tax on Home Mortgage Debt Relief in 2018? You May Be Entitled to a Refund

Article Highlights: Appropriations Act of 2020  Cancellation-of-Debt (COD) Income  Retroactively Extended Special Exclusion  Home Affordable Modification Program (HAMP)  Amended Return  On December 20, 2019, President Trump signed into law the Appropriations Act of 2020, which included a number of tax law changes, including retroactively extending certain tax provisions that expired after 2017 or were about […]

Turning 70 1/2 This Year?

On December 22, 2017, The Tax Cuts and Jobs Act was signed into law. The information in this article predates the tax reform legislation and may not apply to tax returns starting in the 2018 tax year. You may wish to speak to your tax advisor about the latest tax law. This publication is provided […]

New Twist for Kiddie Tax with a Refund Opportunity

Article Highlights: Appropriations Act of 2020  Children’s Tax-Filing Requirements  Two Methods for 2018 and 2019  Amendment Possibility for a Dependent Child  Standard Deduction  Wages  Self-employment Income  Investment Income  Parents’ Election  Who Is Responsible for Filing?  Retirement Savings Opportunity  Signing the Return  On December 20, 2019, President Trump signed into law the Appropriations Act of 2020, […]

Only One IRA Rollover Every 12 Months – Period!

On December 22, 2017, The Tax Cuts and Jobs Act was signed into law. The information in this article predates the tax reform legislation and may not apply to tax returns starting in the 2018 tax year. You may wish to speak to your tax advisor about the latest tax law. This publication is provided […]

Childbirth and Adoption Penalty Exception Added

Article Highlights: When a Distribution Is Subject to a Penalty  Amount of the Penalty  Birth and Adoption Penalty Exception  Medical Expenses Penalty Exception  Unemployed – Medical Insurance Exception  On December 20, 2019, President Trump signed into law the Appropriations Act of 2020, which included a number of tax law changes, including retroactively extending certain tax […]

Keep Track of Your Investment Basis

On December 22, 2017, The Tax Cuts and Jobs Act was signed into law. The information in this article predates the tax reform legislation and may not apply to tax returns starting in the 2018 tax year. You may wish to speak to your tax advisor about the latest tax law. This publication is provided […]

US Tax Advice for US Expatriate Living and Working in Mauritania

Tax Guide for US Expats Living and Working in Mauritania   Download Our Expat Tax Guide Who Is Liable For Income Taxes in Mauritania Residents of Mauritania are taxed on worldwide income. Nonresidents are taxed on their Mauritanian-source income only. Mauritanian and foreign individuals are considered to be residents for tax purposes if they meet […]