Jane Mepham, CFP®
@ElgonFinancial
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Simplifying Personal Finance for Immigrants & Foreign Nationals on Work Visas | Founder, Elgon Financial Advisors | @TheImCafe_Pod.
Austin, Texas
Joined July 2020
Investing For Nonimmigrant Visa Holders: Understanding Visa Types, Investment Challenges, And Tax Implications @MichaelKitces
https://t.co/3Lh7JfTWF4
kitces.com
Investing for work visa holders like H-1B requires understanding tax implications, challenges, while maintaining flexiblity should their plans change.
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FBAR & FATCA: The alphabet soup that bites back if ignored. We explain the importance of compliance with these regulations The filing requirements for U.S. expats and U.S. tax residents (includes foreign nationals on work visas), And potential penalties for non-compliance.
📣 New Podcast! "Ep 61: What Is English For "FATCA & FBAR Reporting"?" on @Spreaker #amnestyprograms #fatca #fbar #foreignaccounts #overseasassets
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As a visa holder or an expat, can you use the Trump account? We tell you all about it in our last 2025 episode - (Episode 60). We go into the details of who, what, and when, and compare them with other investment options available to you. Have a listen.
📣 New Podcast! "Ep 60: Trump Accounts: US Expats And Visa Holders?" on @Spreaker #birthrightcitizenship #collegefunding #custodialaccounts #foreignnationals #savingaccounts
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Expired and surrendered green cards are two different things as far as the IRS is concerned. Do not mistake the two; otherwise, you could be in a world of financial hurt.
📣 New Podcast! "Ep 59: What is English for "Expired Green Card?"" on @Spreaker #coveredexpatriate #expiredgreencard #immigration #uscis
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Foreign-Born Families - Answer these 5 questions to be able to plan your US finances and your life in the US. https://t.co/m1qprhOH6j
linkedin.com
When I work with foreign-born families, it's not financial planning as usual. I have to use a different set of lenses, more like a framework, to create the blueprint for the planning process.
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Visa holders at Amazon and other tech companies - laid off? Some pointers to get back on your feet, and if you have to leave the country, you leave on your own terms.
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PS: Based on how you execute Day 0 to Day 10? - You may have more time. https://t.co/NRVgVuPMNw
linkedin.com
I write this newsletter every two weeks, so this is a special edition for Amazon foreign nationals on work visas who will be impacted by these job cuts. Time is of the essence in this situation! By...
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Amazon Employee on a work visa (H-1B, TN, L-1, etc) - laid off? Your 60-day plan to get back on your feet. - Day 0 to Day 10 - ASAP steps - Day 11 to Day 20 - Go into Emergency Mode - Day 21 to Day 40 - Practical, Practical, Practical - Day 41 to Day 60 - Don't Give Up
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That overseas fund with great returns could be a PFIC. If it is, you could be in a world of tax hurt Learn what a PFIC is. Three ways to determine if a great fund is a PFIC or not. If it is, please don't DIY the fix; you need a tax professional to help you fix it. Reach out.
📣 New Podcast! "Ep 55: What Is English For "Is It A PFIC Or Not?"" on @Spreaker #foreignborn #foreignmutualfund #foreigntaxforms #form8621 #passiveforeigninvestment
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Work Visa Holders : (H-1B, TN, E-3, L-1, etc). Leaving the U.S. without a plan is like trying to cancel cable in under 5 minutes. Impossible. We’ve got your exit strategy. We discuss various strategies for managing financial obligations, with a checklist for planning.
📣 New Podcast! "Ep 54: A Checklist For Leaving The US On A Work Visa (Temporary Permanence)." on @Spreaker #60kexemption #checklist #e3visa #estateplanning #foreignborn
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Calling Foreign Executives Moving to the U.S. on the L-1 Visa! Do you know the three most critical things you need to know about taxes and finances in the U.S?. We detail them in Episode 52. Have a listen.
📣 New Podcast! "Ep 52: L-1 Visa - 3 Must-Know Tips For Foreign Execs Moving to the U.S." on @Spreaker #cross_bordertaxplanning #estatetax #expatriatetax #financialcompliance #foreignfinancialassets #gifttax #investmentplanning #l1visa #taxadvisor
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Overseas Gifts, US taxes, and US foreign-born families https://t.co/jXXxmnpuoi
linkedin.com
I work with two distinct types of foreign-born families when it comes to money movement. One group is constantly having to send money back home to support those they left behind, while the second...
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Tax Treaties, Totalization Agreements, Estate Tax Treaties - A shortie that packs a punch! The key to avoiding double taxation.
📣 New Podcast! "Ep 51: What Is English For "Tax Treaty"?" on @Spreaker #doubletaxation #estatetaxtreaty #internationaltaxation #investmentincome #savingclause #socialsecurity #taxresidency #taxtreaty #totalizationagreement
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In between travel, hanging out at the beach or with friends, Summer is the perfect time to ensure you are still on the right financial path, especially if you are straddling two or more countries.
📣 New Podcast! "Ep 50: Summer Sizzle- Your Mid-Year Financial Check-In" on @Spreaker #crossborder #daf #estateplanning #filetaxes #foreignnationals #immigrationlawyer #summertravel #taxextension #taxgainharvesting #taxlossharvesting #visaholders
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I am fortunate to be able to move between countries with ease. For those looking to retire overseas, it's doable, but it needs planning. Cool to see my thoughts quoted in this @Investopedia article.
More Americans are eyeing retirement abroad. But is the lower cost of living worth the legal and logistical difficulties? Here's how to decide if it’s right for you.
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As you enjoy the summer break, don't take a break from your money. It's the perfect time (slow days) to get organized, check on your progress, and ensure you are still on track, especially when other jurisdictions/citizenships are involved. https://t.co/ZkALGcfxai
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Zen and the Art of NIIT Compliance: Breathe In, File Out NIIT - the extra 3.8% tax you occasionally see on your return when you hit a certain level of income. We tell you what it is, and it applies in cross-border cases. We touch on recent court cases involving expat filers.
📣 New Podcast! "Ep 49: What Is English For "Net Investment Income Tax (NIIT)?"" on @Spreaker #cross_bordertaxation #foreigninvestmentincome #foreigntaxcredit #form8960 #irsregulations #netinvestmentincometax #niit #taxreporting #taxstrategies
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Instead, focus on optimizing your life with your family. I'll help you with the US financial wizardry. ---------------------------------------------- Join my FREE newsletter for more tips on building generational wealth in the US if foreign-born. https://t.co/EKejutHmeL
mailchi.mp
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Foreign nationals on work visas, green card holders, & US citizens with cross-border financial needs. You don't have to become financial nerds and wizards to optimize your US finances.
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Last week, Microsoft announced another round of layoffs. For anybody on a work visa, this is bad, bad news. You have about 60 days to find another job, depending on where you are in your immigrant journey. An updated post on getting back on your feet. https://t.co/hwCabKaUmr
elgonfa.com
Have you been laid off on a work visa like H-1B, TN, L-1, or O-1? Here are some practical steps to help you get back on your feet.
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Moving to the US? Have a pre-immigration money chat with a cross-border FA. Just completed a pre-immigration session with the @HarvardHBS class of 2026. About 65 graduate students from different countries signed up. Gave them the exact info I wish I had when I first started.
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