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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.

Tuesdays with Morey - Tax Tips® Macarena Rose

    • Platser och resor

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.

    EP059: Tax Compliance: What You Need to Know Before You Travel

    EP059: Tax Compliance: What You Need to Know Before You Travel

    During this episode, Morey and Macarena stress the importance of having a reliable, professional, and knowledgeable team on your side. Buying international real estate and traversing a foreign country's tax code can be daunting. The right team you can give you peace of mind when making offshore decisions.
     
    If you live offshore and don’t have a qualified team of professionals to help you plan your financial future to get the lifestyle you want, call Glazer Financial. Ask Morey for a free consultation. Or, if you are looking for real estate in Belize, call Macarena Rose, at Rainforest Realty.
     
    Key Takeaways:
     
    [1:14] There is no double taxation in any country.
    [4:27] Mexican laws are following the trends in the U.S.
    [5:28] January 2018 could bring big changes for travelers who haven't filed U.S. tax returns.
    [7:21] Morey cites an article about foreign bank accounts.
    [9:01] Foreign taxes can offset U.S. taxes.
    [13:13] You need a great Realtor® to protect your interests in international property sales.
    [18:03] Macarena has a professional eye and can help with value-based purchases.
    [20:54] Morey and Macarena have a network of professionals to help with all types of financial issues.
     
    Mentioned in This Episode:
    Glazer Financial Network
    Email Macarena: macarenarose@gmail.com
    Tuesdays with Morey on Facebook
    Expat Tax Expert
    Email Glazer Financial: mglazer@glazerfinancial.com
    469-358-2818
    972-385-0007
    MacarenaRose.com
    Rainforest Realty

    • 23 min
    EP058: The Right Real Estate Broker Makes All the Difference

    EP058: The Right Real Estate Broker Makes All the Difference

    During this episode, Morey and Macarena talk about the importance of having an international real estate agent on your side when considering a move offshore and planning your tax strategy before you go. Together Macarena and Morey have helped clients find their dream homes without any surprises lurking around the corner.
     
    If you live offshore and don’t have a qualified team of professionals to help you plan your financial future to get the lifestyle you want, call Glazer Financial. Ask Morey for a free consultation. Or, if you are looking for real estate in Belize, call Macarena Rose, at Rainforest Realty.
     
    Key Takeaways:
     
    [:49] Living in Belize has great tax benefits but taxes cannot be avoided.
    [4:04] Purchasing an offshore property should be done through a certified broker.
    [8:55] New clients get a free three-year tax review.
    [10:45] Be sure you plan your tax strategy before making a big investment.
    [15:08] Glazer Financial can help with the taxes and Macarena helps with the real estate.
    [16:56] A few of the many factors that go into buying international real estate.
     
    Mentioned in This Episode:
    Glazer Financial Network
    Email Macarena: macarenarose@gmail.com
    Tuesdays with Morey on Facebook
    Expat Tax Expert
    Email Glazer Financial: mglazer@glazerfinancial.com
    469-358-2818
    972-385-0007
    MacarenaRose.com
    Rainforest Realty
     

    • 22 min
    EP057: The IRS is Cracking Down on Offshore Investments.

    EP057: The IRS is Cracking Down on Offshore Investments.

    During this episode, Morey and Macarena talk about the importance of having a good relationship with the IRS, especially if you have offshore investments or bank accounts. Doing business or making investments overseas can trip you up, if you don’t have the right financial planners working in your best interest. Be sure to err on the side of caution and properly vet the financial company in which you put your trust.
     
    If you live offshore and don’t have a qualified team of professionals to help you plan your financial future to get the lifestyle you want, call Glazer Financial. Ask Morey for a free consultation. Or, if you are looking for real estate in Belize, call Macarena Rose, at Rainforest Realty.
     
    Key Takeaways:
     
    [1:11] A good relationship with the IRS is worth its weight in gold.
    [4:37] The FBAR, Form 114 is used to report foreign bank accounts.
    [5:48] Special agents with the IRS and the Department of Justice are involved with tax collection.
    [7:39] Beware of investing in foreign projects that seem too good to be true.
    [9:24] Form 8938 tells the IRS about your foreign investments.
    [13:32] Offshore financial planners should be vetted properly.
    [15:16] Tax planning and proper reporting of mileage are essential under this administration.
     
    Mentioned in This Episode:
    Glazer Financial Network
    Email Macarena: macarenarose@gmail.com
    Tuesdays with Morey on Facebook
    Expat Tax Expert
    Email Glazer Financial: mglazer@glazerfinancial.com
    469-358-2818
    972-385-0007
    MacarenaRose.com
    Rainforest Realty

    • 21 min
    EP056: Do You Have a Qualified Financial Professional on Your Side?

    EP056: Do You Have a Qualified Financial Professional on Your Side?

    Morey and Macarena dish up another exciting episode of Tax Tip Tuesday this week. Morey shares the necessary requirements for reporting your income and tax liabilities to the IRS, should you invest in overseas properties, and Macarena describes the benefits of having a person you can trust on your side.
     
    If you live offshore and don’t have a qualified team of professionals to help you plan your financial future to get the lifestyle you want, call Glazer Financial. Ask Morey for a free consultation. Or, if you are looking for real estate in Belize, call Macarena Rose, at Rainforest Realty.
     
    Key Takeaways:
    [1:12] With a new tax bill on the horizon, it’s time to think about tax alternatives.
    [3:04] An FBAR must be filed if you have over 10K in a bank account.
    [6:54] Due diligence pays off!
    [8:01] Morey’s client has a healthcare issue that may not be addressed by the new tax law.
    [10:04] Let’s do away with Obamacare and go back to the free market system.
    [12:40] Offshore investing and financing can be a dangerous game if you don't trust your partners.
    [15:39] Just because you are in a foreign country doesn't mean there are no laws, no taxes and no important paperwork.
    [17:50] Be wary of people who will not give you a referral.
     
    Mentioned in This Episode:
    Glazer Financial Network
    Email Macarena: macarenarose@gmail.com
    Tuesdays with Morey on Facebook
    Expat Tax Expert
    Email Glazer Financial: mglazer@glazerfinancial.com
    469-358-2818
    972-385-0007
    MacarenaRose.com
    Rainforest Realty

    • 23 min
    EP055: Who Can You Trust With Your Offshore Business?

    EP055: Who Can You Trust With Your Offshore Business?

    Morey and Macarena warn expatriates of the dangers of people wanting to help you with your offshore business. Some people have a friendly face but bad intentions. Or, some just don’t know the U.S. tax code and will tell you what you want to hear just to get your hard earned cash.
    Key Takeaways:
    [:50] It’s important to stay in contact with your financial planner, especially with all the new changes to the health care changes.
    [3:24] Expatriates need to be aware of the IRS forms required to avoid being audited.
    [6:51] Do you have confidence in the people you are doing business with?
    [8:54] Glazer Financial is a small, trustworthy, international accounting firm.
    [13:35] Pay your taxes based on your 2016 tax bill.
    Mentioned in This Episode:
    Glazer Financial Network
    Email Macarena: macarenarose@gmail.com
    Tuesdays with Morey on Facebook
    Expat Tax Expert
    Email Glazer Financial: mglazer@glazerfinancial.com
    469-358-2818
    972-385-0007
    MacarenaRose.com
    Rainforest Realty

    • 16 min
    EP054: Plan to Plan Before You Make A Big Overseas Move

    EP054: Plan to Plan Before You Make A Big Overseas Move

    Morey and Macarena carve time out of their busy schedule to make sure you know how to keep up with your U.S. taxes when you move overseas, and what you are up against when you realize you haven’t filed in years. This week’s conversation details the deadline for filing the FBAR, how the rules change when the property you are buying is offshore, and recent tax changes.
    If you live offshore and don’t have a qualified team of professionals to help you plan your financial
    future to get the lifestyle you want, call Glazer Financial. Or, if you are looking for real estate in Belize, call Macarena Rose, at Rainforest Realty.
    Key Takeaways:
    [1:06] How should people plan for the tax year 2017?
    [3:04] We are in uncertain times politically and fiscally.
    [4:21] The latest bill passed by the House may include a tax implication.
    [6:53] Just because you live overseas doesn’t mean you aren’t responsible for your U.S. taxes.
    [8:51] Buying and selling properties overseas is different than in the U.S.
    [11:44] Glazer Financial has qualified staff members to help you plan.
    [12:14] Is it too late to file an FBAR for 2017?
    [14:56] Penalties and interest on back taxes can accrue annually.
    [17:03] The IRS and the Justice Department can be involved with tax problems.
    Mentioned in This Episode:
    Glazer Financial Network
    Email Macarena: macarenarose@gmail.com
    Tuesdays with Morey on Facebook
    Expat Tax Expert
    Email Glazer Financial: mglazer@glazerfinancial.com
    469-358-2818
    972-385-0007
    MacarenaRose.com
    Rainforest Realty

    • 21 min

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