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The International Money Café Show

The International Money Café Show

De: The International Money Cafe
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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 49: What Is English For "Net Investment Income Tax (NIIT)?"

    Ep 49: What Is English For "Net Investment Income Tax (NIIT)?"
    Jul 16 2025
    What's NIIT?

    We discuss NIIT (Net Investment Income Tax), explaining its implications for individuals with investment income and also how it applies in cross-border situations.

    We cover the statutory thresholds for the tax, what constitutes net investment income, and the reporting requirements.

    We also touch on some fascinating recent court cases that have impacted the application of the NIIT for expats and the potential for foreign tax credits.

    Takeaways
    • The Net Investment Income Tax (NIT) is a 3.8% tax on certain investment income.
    • There are specific thresholds based on the filing status: $250,000 for married filing jointly, $125,000 for single, and $200,000 for others.
    • What's included in NITT and what's excluded
    • How NIIT is impacted by Foreign investment income
    • How to cover NIIT liabilities, especially on W-2 income.


    Episode Links & Resources

    • Treaty-Based Foreign Tax Credits for the NIIT
    • Questions And Answers On NIIT From IRS
    • Are you Tax-compliant With Your Overseas Assets? - Free Guide - Scroll to the bottom of the page.
    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
  • Ep 48: Making Money Moves ~ Keep It In the U.S. Or Move It Overseas? The Million $ Question!

    Ep 48: Making Money Moves ~ Keep It In the U.S. Or Move It Overseas? The Million $ Question!
    Jul 2 2025
    Things are bad in the U.S., should I move my money overseas?

    We explore this question that has come up a couple of times, due to the economic uncertainty.

    We include tariffs, market volatility, the practicalities of fund transfer, and financial goals as items to consider.

    Key Takeaways
    • Moving money overseas can be complicated and requires an understanding of regulations.
    • Exchange rates and compliance requirements are critical factors to consider.
    • Assess the underlying reasons for wanting to move money.
    • Financial planning should align with personal goals and timelines, maintain open communication with your financial advisor.
    • Investing in diversified portfolios can mitigate risks.


    Episode Links & Resources

    • Where to Save Short-Term Money
    • Ep 34: What Is English For FBAR
    • Are you Tax-compliant With Your Overseas Assets? - Free Guide - Scroll to the bottom of the page.
    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
    25 m
  • Ep 47: To Toss or To Keep: Spring Cleaning Your Tax & Financial Records!

    Ep 47: To Toss or To Keep: Spring Cleaning Your Tax & Financial Records!
    Jun 18 2025
    How long do you keep your tax records?

    A shortie that packs a punch. We discuss how long you should retain your tax and other financial records.

    We explore the statute of limitations for tax records, the importance of supporting documents, and special considerations for non-residents and property sales.

    Some takeaways
    • Keep copies of all your tax records for as long as necessary.
    • The statute of limitations for tax records is three years for refunds.
    • If you never filed a tax return, keep records indefinitely.
    • Non-residents should hold onto property sale records until the issue is resolved.
    • Employment records should be kept until a Social Security application is submitted.
    And a whole lot more.
    We emphasize the importance of maintaining accurate records to ensure compliance with tax regulations and protect against potential issues with the IRS.

    Episode Links & Resources

    • Ep 11: Navigating U.S. Taxes
    • Ep 40: Avoid These Blunders With Your Cross-Border Taxes
    • Are you Tax-compliant With Your Overseas Assets? - Free Guide - Scroll to the bottom of the page.
    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
    9 m
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