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The International Money Café Show

The International Money Café Show

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Foreign-born US citizens, green card holders (immigrants) in the US, and foreign nationals on temporary nonimmigrant US visas, have unique financial & US tax compliance challenges as they straddle their multi-country footprint.

US expats living abroad have somewhat similar challenges from having to deal with US taxes and foreign obligations.

In "The International Money Café Podcast" Jane Mepham, CFP®, and Manasa Nadig, EA, address these unique challenges over a cup of Coffee/Chai in addition to talking about life in the US.

Join them as they filter out the noise on cross-border taxes, finances, and life in the US, and save you hours combing the internet for information relevant to your situation.

Jane & Manasa being foreign-born, are able to address these issues from a very personal and relatable point of view every other week, as they walk the same journey and pursue their own version of the American dream.

The views and opinions are those of the speakers, and should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.The International Money Cafe Economía Educación Finanzas Personales Política y Gobierno
Episodios
  • Ep 53: What Is English For "Life Insurance?"

    Ep 53: What Is English For "Life Insurance?"
    Sep 24 2025
    In this episode, we delve into the concept of life insurance, particularly in a cross-border context.We discuss the two main types of life insurance: term and permanent, and when foreign nationals might need them.We emphasize the importance of life insurance for expatriates and foreign nationals, particularly in terms of providing financial support to families and managing estate taxes. We discuss two use cases for the different types of life insurance for foreign-born families.Takeaways Life insurance is a contract between the insured and the insurance company.Term life insurance provides coverage for a specific period.Permanent life insurance includes a cash value component.The primary purpose of life insurance is to provide income replacement for dependents.Choosing the right insurance company is crucial for cross-border policies.Estate taxes can be significantly higher for non-residents. Life insurance can help cover estate taxes for beneficiaries.Customizing life insurance policies is essential for individual needs.Chapters 00:00 Understanding Life Insurance in a Cross-Border Context02:59 Types of Life Insurance: Term vs Permanent05:47 Who Needs Life Insurance and Why?Episode Links & ResourcesAre you Tax-compliant With Your Overseas Assets? - Free Guide - Scroll to the bottom of the page.Ep 08: What Is English For "Domicile?"Do I Need A Trust, Especially On A Work Visa?Ep 42: What Is English For "Gift And Estate Taxes?"---------------------------------------------------------------------------------The IM Café Finance / Tax Roastery (Store) Is LiveGrab "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 ---------------------------------------------------------------------------------Be sure to join the conversation by visiting our page: The International Money CafeOr by following us on social media:- LinkedIn; Instagram; Twitter (X); Facebook.------------------------------------------------------------------------------------The speakers' views and opinions discussed in this episode should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.
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    9 m
  • Ep 52: L-1 Visa - 3 Must-Know Tips For Foreign Execs Moving to the U.S.

    Ep 52: L-1 Visa - 3 Must-Know Tips For Foreign Execs Moving to the U.S.
    Sep 10 2025
    We discuss the top three essential financial and tax considerations for foreign executives relocating to the US on an L-1 visa.

    We start by defining the different types of L1 visas.

    We also cover the implications of US income tax filing, considering the substantial presence test for tax residency, compliance with foreign financial assets, and estate and gift tax considerations.

    We emphasize the importance of pre-immigration planning and working with cross-border tax professionals.

    Takeaways
    • L1 visas are for foreign executives and managers.
    • US tax residents must declare worldwide income.
    • Timing your arrival affects tax obligations.
    • Pre-immigration tax planning is crucial.
    • Foreign financial assets must be reported.
    • Non-compliance with asset reporting incurs penalties.
    • Estate and gift tax implications are significant.
    • Work with professionals on both sides of the border.

    Chapters
    • 00:00 Understanding the L1 Visa and Its Implications
    • 02:47 US Income Tax Filing and Compliance for L1 Visa Holders
    • 06:07 Managing Foreign Financial Assets and Compliance
    • 09:00 Estate and Gift Tax Considerations for High Net Worth Individuals

    Episode Links & Resources

    • EP 09: Work Visas And Investing In The US
    • Ep 04: What Is The Substantial Presence Test
    • Ep 32: What Is English For "Job Loss On A Work Visa"

    ---------------------------------------------------------------------------------

    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


    ---------------------------------------------------------------------------------

    Be sure to join the conversation by visiting our page: The International Money Cafe

    Or by following us on social media:- LinkedIn; Instagram; Twitter (X); Facebook.

    ------------------------------------------------------------------------------------
    The speakers' views and opinions discussed in this episode should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.
    Más Menos
    16 m
  • Ep 51: What Is English For "Tax Treaty"?

    Ep 51: What Is English For "Tax Treaty"?
    Aug 27 2025
    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
    • U.S. Income Tax Treaties - A to Z
    • U.S. Estate & Gift Tax Treaties

    If you'd like to work with us on your finances or taxes, check out the process


    ---------------------------------------------------------------------------------

    Be sure to join the conversation by visiting our page: The International Money Cafe

    Or by following us on social media:- LinkedIn; Instagram; Twitter (X); Facebook.

    ------------------------------------------------------------------------------------
    The speakers' views and opinions discussed in this episode should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.
    Más Menos
    10 m
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