Offset your US tax liabilities with a solid investment strategy

Offset your US tax liabilities with a solid investment strategy


The 2010 Foreign Account Tax Compliance Act (FATCA) imposes a series of tax measures and regulations on both American expats as well U.S.-connected individuals, which have resulted in financial distress for many of those affected.

However, Americans living overseas are not always aware of the possibilities of offsetting their U.S. tax liabilities with an investment portfolio and the options available to them when it comes to growing – and protecting – their wealth while living abroad.

The complex world of investing as an American

Especially since FATCA, it has become even more complicated and difficult for American investors to invest in Europe. Naturally, they have to comply with both Dutch as well as U.S. tax regulations.

In addition, there doesn’t seem to be a standard solution for them; the advice of lawyers and accountants hardly ever matches due to the complexity and the various jurisdictions and the options to choose from are simply very limited.

Tailor-made financial advice for each individual American client is rare, resulting in a group that does not know how to benefit from investment opportunities and sticks to the most conventional investment options such as real estate, 401Ks and IRAs.

How to achieve your investment objective

Whether you have more than one million USD to invest – or less, everyone who wants to prepare for the future needs a financial plan with investment objectives. But what options are there, and are they available to you?

The first step towards achieving your investment objectives is financial literacy

Before you seek out financial advice tailored to your personal situation, make sure to educate yourself. The first step towards achieving your investment objectives is financial literacy.

Understand the basics of financial planning and know your options beforehand, so you can make the well-informed decisions that you and your loved ones deserve.

Acquire the knowledge to create an investment portfolio that will assist you to offset U.S. tax liabilities

Beacon Financial Education is returning to the beautiful Andaz Prinsengracht in Amsterdam with a free new seminar for American and U.S.-connected expats. The seminar will discuss how U.S. tax laws affect investment opportunities, the importance of investment diversification and the investment options that are available to Americans and those with a U.S. nexus. Mind you, there might be new opportunities you are not yet aware of!

The financial awareness seminar will take place at the Andaz Prinsengracht, Prinsengracht 587, 1016 HT in Amsterdam on Wednesday, September 26, from 7.30pm until 9pm.

Attention: this will probably be the only seminar hosted in Amsterdam this Autumn.

Cannot attend this event?

Beacon Financial Education will only host a select number of free seminars in the Netherlands this Autumn. Stay up to date about new seminar dates and events, and sign up for BFE’s bi-monthly newsletter.

No seminar near you? No worries! BFE offers free consultations with an independent financial advisor from the Beacon Preferred Partner Network to those who cannot attend their seminars.

Want to know more about improving your own wealth management strategy and how you can offset U.S. tax liabilities with a solid investment strategy? Fill out BFE’s contact form and an advisor will be in touch to discuss your options.

Beacon Financial Education does not provide financial, tax or legal advice. None of the information on this site should be considered financial, tax or legal advice. You should consult your financial, tax or legal advisers for information concerning your own specific tax / legal situation.



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