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Tax/Relocation Risk Packet
Your exact income modeled against destination tax regimes, treaties, and compliance deadlines. FEIE vs FTC analysis for US citizens. Beckham Law, IFICI, and 15+ regime comparisons. A CPA handoff brief so your advisor can verify, not start from scratch.
Case-first path
The fastest path to a plan that fits your situation: answer four quick questions, get a readiness score, and generate this plan with your origin, destination, household, and budget already filled in.
Start a relocation caseWhat this is
A personalized tax model — your income, your countries, your FEIE/FTC/Beckham/IFICI analysis with scenario comparisons and compliance calendar.
What this is not
Tax advice. Not a filing service. It's a data-driven model you bring to your CPA.
Each section solves a specific problem that costs real money if you get it wrong.
FEIE vs FTC Optimization
Which strategy saves you more — with the exact math for your income.
Destination Tax Modeling
Beckham Law, IFICI, Impatriate regime — your actual rate in each country.
FBAR & FATCA Compliance
Personalized filing checklist with deadlines and penalty thresholds.
Self-Employment Tax
Totalization agreements, Certificate of Coverage, double taxation analysis.
Pension & 401k Strategy
Social Security abroad, Roth IRA traps, conversion ladder opportunities.
State Tax Exit Plan
CA, NY, VA exit rules. Domicile change sequence to avoid continued taxation.
Healthcare Comparison
Medicare abroad limitations vs destination public/private options with costs.
90-Day Action Plan
Week-by-week pre-departure timeline with tax-specific milestones.
From an actual tax report generated for a US remote worker comparing Spain, Portugal, and UAE.
Tax Scenario Matrix
| Scenario | Annual Tax | Take-Home |
|---|---|---|
| Status Quo (California) | $32,480 | $85,237 |
| Spain — Beckham Law [Treaty] | $19,200 | $98,800 |
| Portugal — IFICI 20% [Verify] | $16,000 | $101,200 |
| UAE — Zero Tax | $0 | $118,000 |
This is one table from a 10-section report. See the full sample Tax Report →
| WhereNext | CPA | ChatGPT | |
|---|---|---|---|
| Your exact FEIE/FTC math | Yes | Yes ($500+/hr) | Unreliable |
| 4+ destination scenarios | Automated | Manual ($$) | Guesswork |
| Confidence-tagged claims | [IRS] [Verify] | Verbal | No |
| CPA handoff brief | 5 questions + docs | N/A | No |
| Time to answer | 12 min + PDF | 2-4 weeks | Minutes (unverified) |
| Cost | $79 | $500–$2,000 | Free (+ risk) |
You're a US citizen planning to work remotely from abroad
You're retiring overseas and need to optimize Social Security + pension income
You're self-employed and unsure about SE tax and Totalization Agreements
You're in a high-tax state (CA, NY) and want a clean exit strategy
You have foreign accounts and aren't sure about FBAR/FATCA requirements
You want to compare the Beckham Law, IFICI, and other destination tax regimes for YOUR income
Wrong tax structure costs $10K–$50K/year. Missed FBAR = $12,921/violation. Wrong state exit = years of continued taxation. One $79 report prevents all of it.
Secure Stripe checkout · PDF in minutes · 30-day money-back guarantee · Not tax advice — a data-driven model
No. This is a data-driven tax model based on IRS rules, tax treaties, and destination country regulations applied to your specific inputs. Every claim is confidence-tagged ([IRS], [Treaty], [Estimated], [Verify]). You should verify strategies with a qualified CPA before implementation.
ChatGPT gives generic answers. This report uses YOUR income, filing status, retirement accounts, and target countries to calculate YOUR specific FEIE exclusion, FTC benefit, destination tax rate, and savings. It also cross-references institutional public-domain datasets for cost and visa analysis.
30-day money-back guarantee. If the report doesn't pass our 40-point quality check, your credit is automatically restored. Email us for a full regeneration or refund.
12-minute interview, then your report is generated in 2-3 minutes. PDF download available immediately.
Approximate numbers work fine. We need: income (rough annual), filing status, state of residence, retirement account types, and target countries. The more precise your inputs, the more precise your report.
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