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Tax Guide for Expats in Florida
Technical Guides • Tax Guide for Expats in Florida
Tax Guide for Expats in Florida
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Florida has quickly become one of the most attractive destinations in the world for expatriates seeking warmer climates, a favourable tax environment and a higher quality of life. However, while Florida offers significant tax advantages, including no state income tax, expats face unique risks and complexities when it comes to federal taxation, residency rules, foreign assets, investments and retirement income.
Whether you have recently moved to Florida or are planning to retire there from overseas, the decisions you make now will determine how much of your wealth you keep, and how much you lose unnecessarily to taxation and poor planning.
This free guide has been created specifically for individuals who have relocated to Florida from another country, helping you understand how to structure your finances efficiently, remain compliant with U.S. tax authorities and take full advantage of Florida’s tax benefits.
What’s Inside
- How Florida’s tax system works for foreign nationals and recent arrivals
- Establishing residency and domicile, and why it matters for your global assets
- Federal tax obligations for expats, including reporting worldwide income
- Retirement income, pensions and Social Security - what is and isn’t taxed
- How to structure investment income and capital gains efficiently
- Estate and inheritance tax planning for Florida residents with international ties
- IRS reporting requirements for foreign accounts, property and overseas income
- Strategies to reduce tax exposure before and during retirement
- Common pitfalls expats face, and how to avoid them
Who Is This Guide For?
- Individuals who have moved to Florida from another country
- Those approaching retirement or already retired in Florida
- High-net-worth professionals managing assets in multiple jurisdictions
- Foreign nationals with property, pensions or income overseas
- Anyone unsure of their U.S. tax obligations as a Florida resident
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