• April 8, 2025
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    • The Dreidel
    The Dreidel – April 2025 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals, Welcome to the sixteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about about the current state of the US markets, and places this in a longer-term context. The US stock market has had a…
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Blog

Keep up with our latest thoughts, updates, tips and case studies on expat finances.
  • January 13, 2019
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    • Case Studies
    How Nardis Advisors Addresses The Financial Complications Arising From a Divorce
    Summary Divorce is a complicated and emotional process, and while we at Nardis Advisors focus on the financial aspects (including the division of assets) we aim to be cognizant of the client’s mindset in order to make the process an easier one. We recommend reaching out to us as early as possible in the divorce process….
  • January 7, 2019
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    • Case Studies
    How Nardis Advisors Addresses the Financial Complications Faced by U.S Expats​
    Summary What does one do when you are no longer a resident in the United States and your US brokerage firm informs you that they can no longer service your account? Nardis Advisors specializes in providing clients with alternative solutions for their investment accounts. Case 1: The Problem J. spent over 40 years living a comfortable…
  • January 3, 2019
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    • Case Studies
    How Nardis Advisors Guides Americans Living in the UK to be Tax Wise
    The Challenge A couple from Chicago decided to relocate to London in 2010. For the first seven years living in the UK they paid taxes on their US investments solely in the USA. This was in line with British tax law which grants exemption on foreign investments to residents who are non UK citizens. When…

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