Resources · Guides
Free downloadable guides.
Standalone guides on FBAR compliance, Streamlined, PFIC rules on UK ISAs, and more. No email gate — just downloadable PDFs.
FBAR compliance guide
When FinCEN 114 applies, what counts as an account, and how aggregation works.
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Streamlined Filing Compliance Procedures
Catching up penalty-free: 3 years of returns, 6 years of FBARs, and the Form 14653 certification.
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PFIC rules on UK ISAs
Why your tax-free ISA isn't tax-free to the IRS — and the elections that limit the damage.
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