Allen Barron, Inc.

09/03/2026

Have foreign bank accounts, investments, retirement assets or other financial interests outside the United States?

Even when little or no additional U.S. tax is owed, foreign assets may trigger separate reporting requirements, including FBAR and FATCA disclosures. Certain foreign investments can also create unexpected U.S. tax consequences.

Proactive planning can help identify reporting obligations and potential issues before they become more complicated. Find out what you need to know. https://ow.ly/UeSx50ZHWBc

08/31/2026

Living abroad doesn’t necessarily mean leaving your U.S. tax obligations behind.U.S. expatriates may still face filing requirements, worldwide income reporting and international disclosures; while also having opportunities to take advantage of foreign tax credits, exclusions and other planning strategies.Understanding how U.S. and foreign tax rules work together can help you stay compliant while making more informed financial decisions. Learn more about tax planning for U.S. expatriates. Find out more: https://ow.ly/uhfO50ZEWVA

08/27/2026

Many taxpayers discover an FBAR issue only after learning that foreign accounts require separate reporting. A missed filing does not automatically mean intentional wrongdoing. However, the appropriate next steps may depend on the accounts involved, the years affected and the reason the reports were not filed. Allen Barron helps individuals and businesses evaluate potential FBAR concerns, understand the options available and determine an appropriate path forward. Find out more: https://ow.ly/pzaR50ZEWPQ

08/24/2026

FBAR reporting is not limited to traditional foreign savings accounts. Depending on the circumstances, foreign bank, brokerage, investment, retirement, pension, joint and business accounts may need to be reported. Requirements may also arise when someone has signature authority over an account they do not own. Allen Barron helps taxpayers identify potentially reportable accounts and understand how international reporting requirements may apply to their individual circumstances. Learn More: https://allenbarron.com/tax-services/fbar-preparation-and-filing/

08/21/2026

Foreign accounts and assets may create U.S. reporting obligations—even when little or no tax is owed. An FBAR filing requirement may apply if the combined value of your reportable foreign financial accounts exceeded $10,000 at any point during the year. The threshold is based on the aggregate value of the accounts, not the balance of each account individually.

Allen Barron helps individuals and businesses evaluate potential FBAR obligations and understand the steps required to remain compliant. Learn more: https://allenbarron.com/tax-services/fbar-preparation-and-filing/

08/19/2026

You may have received a notice from the IRS or a California tax agency. You may be managing international assets, living abroad, growing or selling a business, planning for retirement or succession, addressing past filing issues or navigating cryptocurrency reporting requirements. Allen Barron helps individuals and businesses understand the tax, legal, accounting and financial considerations that may affect their situation—and determine the appropriate next steps. Read more: https://allenbarron.com/tax-services/

08/13/2026

Business growth, cross-border investments and international operations can create complex tax obligations at the federal, state and international levels. Allen Barron helps business owners, investors and individuals understand how tax considerations may affect transactions, entity structures, international assets and long-term plans. Learn more about the importance of coordinated tax, legal, accounting and business guidance. Link in bio.

08/06/2026

When is the best time to seek tax guidance? Often, it is before a transaction is completed, a return is filed or a response is submitted to a tax agency. Early guidance can help identify potential risks, preserve more options and prevent an issue from becoming more complicated or costly. Find out how Allen Barron helps individuals and businesses navigate complex tax matters.
https://allenbarron.com/tax-services/

08/04/2026