These tools have been placed here as a courtesy to you. Please use this information wisely and at your own risk. Feel free to contact us if you have any further questions.
| Title | Description | Link |
| Commercial | A 3 minute commercial describing GEMMS | Commercial |
| US Taxpayers Moving to Mexico | 1 hour presentation provided by Chuck Heyde to 20 US taxpayers considering moving to Mexico. Presentation covers issues including permanent expatriation, long term expat, non-US home ownership, non-US rental, foreign bank account, foreign earned income exclusion, and many others. | Expatriate Tax Topics |
| Interview with Marc from Schwartz, Intl – Part I | The US Taxes World Wide Income for all US citizens or resident individual taxpayers. One way to avoid double taxation is by qualifying for the Foreign Earned Income Exclusion. Also discussed is Foreign Tax Credits and Foreign Tax Treaties. | Schwartz Intl – Part I |
| Interview with Marc from Schwartz, Intl – Part II | How to Qualify for the Foreign Earned Income Exclusion – Bona Fide Residence Test or Physical Presence Test. (Special Form 2350 Extension will help while waiting for qualification.) | Schwartz Intl – Part II |
| Interview with Marc from Schwartz, Intl – Part III | Government Contractors may not qualifying for foreign exclusion under Bona Fide Residence test due to “domicile” rules. | Schwartz Intl – Part III |