A Cross-Border Finance & Tax Podcast To Filter Out The Noise
Hosted by Jane Mepham, CFP & Manasa Nadig, EA
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About
The International Money Café Podcast addresses the unique financial, tax, and life challenges faced by foreign-born individuals, foreign nationals on work visas, and U.S expats living outside the U.S.
Join us as we navigate the financial complexities, decode the challenges, and provide actionable strategies for thriving financially in a global landscape.
All Episodes
Every episode gives you tips on pursuing your financial dream while staying tax-compliant, saving you hours of combing the Internet for information relevant to your situation!
Ep 65: What Is English For "Investment Income"?
There are three types of investment income: interest, dividends, and capital gains. Do you know how each is generated, reported, and taxed?
You are in luck – we cover all this and more, emphasizing the importance of understanding these concepts for effective financial planning.
We also explain the implications of being a tax resident versus a non-resident, as well as the potential for additional taxes, such as the net investment income tax.
Chapters
00:00 Understanding Investment Income: Interest, Dividends, and Capital Gains
10:55 Tax Implications of Investment Income
11:55 Conclusion and Resources
Episode Links and Resources
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The IM Café Finance / Tax Roastery (Store) Is Live
Grab "the Comprehensive Checklist for Foreign Nationals on Work Visas Leaving the U.S." currently on sale, to celebrate our 50th episode.
If you'd like to work with us on your finances or taxes, check out the process
Ep 51: What Is English For "Tax Treaty”?
We delve into the complexities of tax treaties, their implications for individuals and businesses, and the importance of understanding saving clauses and various types of tax agreements.
We highlight how tax treaties can help mitigate double taxation and the necessity of professional guidance in navigating these agreements.
Understanding tax treaties is crucial for financial planning. Court cases can inform the interpretation of tax treaties. Professional help is recommended for navigating tax treaties. Tax treaties can vary significantly from one country to another.
Key Takeaways
A tax treaty is a bilateral agreement to avoid double taxation.
Tax treaties determine which country has the right to tax income.
Saving clauses in treaties may not benefit taxpayers.
Approximately 70 countries have income tax treaties with the US.
Estate tax treaties can significantly impact taxation on assets.
Totalization agreements prevent double social security taxation.
Chapters
00:00 Understanding Tax Treaties
03:12 The Implications of Saving Clauses
05:54 Types of Tax Agreements and Their Importance
Episode Links & Resources
Are you Tax-compliant With Your Overseas Assets? - Free Guide - Scroll to the bottom of the page.
Ep 13: Between A Rock & A Hard Place: Mitigating Double Taxation
If you'd like to work with us on your finances or taxes, check out the process
Meet Your Hosts
Jane Mepham, CFP and
Manasa Nadig, EA
Jane Mepham, CFP®, and Manasa Nadig, EA, are leading experts revolutionizing cross-border financial and tax advice for green card holders, foreign-born U.S. citizens, foreign nationals on work visas, and U.S. expats.
Jane, the founder of Elgon Financial Advisors in Austin, TX, and Manasa, the founder of MN Tax & Business Services in Plymouth, MI, combine their extensive knowledge and personal experiences to provide invaluable insights on the podcast.
Explore their journeys and expertise through their blogs, LinkedIn, Twitter, and Instagram pages.
If you’d like to go beyond the podcast and explore working with us one-on-one
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Take this episode further with our exclusive companion resource. Inside, you’ll find practical tips, tools, and insights designed to help you put what you’ve learned into action right away.