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Read more: US Expats in the UK: Filing 83(b) and 431 Elections on Stock Options
For Americans living in the UK, receiving stock options from a US company brings unique tax challenges. When those options are exercised early and restricted stock is received, two different tax systems may…
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Read more: 83(b) Election vs. HMRC 431 Election: Cross-Border Considerations
When US citizens move to the UK or UK employees are granted shares by US companies, the interaction between US and UK tax rules on restricted stock becomes highly relevant. Two key elections…
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Read more: What Is an 83(b) Election?
When employees or founders receive stock that is subject to vesting, the Internal Revenue Code allows them to make an 83(b) election. This election can have a significant impact on the timing and…
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Read more: Gift Splitting for Married Couples: How It Works (and When It Doesn’t)
What is gift splitting? Under US gift tax rules, married couples have a powerful tool known as gift splitting, which allows them to treat a gift made by one spouse as though it…
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Read more: Gifting Between Spouses for American and Non-American Couples: US Tax Rules and Reporting
When it comes to gifts between spouses, US tax rules can vary significantly depending on whether both spouses are US citizens. The Internal Revenue Code provides generous exemptions for transfers between US citizen…
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