US Expatriate Tax Expert Nick Hodges

We wanted to know what advice we can offer expats on tax issues and wealth management so, not being professionals ourselves, we sought out the expat tax experts and contacted NCH Wealth Advisors (see their website at ExPatCFO.com) to get some first hand expat tax advice and information on expat tax planning and preparation.

Regardless of your country of origin, relying on a company that works exclusively for expats is important as laws that apply to expats differ from those that apply to permanent residents.

Nick Hodges, President of NCH Wealth Advisors, (located in California) has written several articles we think you should read that really shed some light on expatriate tax issues. We should point out that NCH Wealth Advisors works only for U.S. expats (because who could know all the expat tax laws of every country and still be a good advisor?)

On their website ExPatCFO.com you’ll see that in addition to assisting expatriates with income tax preparation you can also manage all of your financial information in one secure location.

Start by going to their home page here and downloading their FREE ExPat Life Portfolio Kit. We did and read it from start to finish. It lists and explains 17 documents expats cannot live without and explains clearly why and how as expatriates we can and should prepare these documents in advance.

NCH Wealth Advisors also offers an online vault where you can safely store them. View their video on how their Premier Tax CFO Program works. Just click on the arrow when you get to this page.

With this program you can easily check how your financial portfolio is performing; access your important documents like your life insurance and banking or mortgage information; determine if you want to make additional contributions on your IRA, and more.

You can access all of the your financial information in one secure location, 24 hours a day without trying to keep up with multiple website URLs, passwords, and paperwork that pertain to the financial side of your life, career and/or business. Their Premiere Expatriate Tax CFO Program bundles this all into one program that handles everything for you.

In addition, (best of all we think because we've all been in this situation a time or two) if you're away and your spouse, significant other, or family member needs access to your financial info, you can authorize them to log in to your account and get what they need, regardless of their location.

Moreover, you can run any number of reports that helps you get a clear picture of your financial situation. You also have numerous research calculators at your disposal to learn how much more you should pay on your mortgage, for example, to pay it off sooner, or how much money you need to begin to set aside for your child's college education.


We recommend you check out the site and start with the video on their home page. Also be sure to read the articles Nick Hodges has contributed. You’ll find them in his Expat Taxes and Wealth Management Reading Room.

After reading his tax advice, go their home page here and download their FREE ExPat Life Portfolio Kit. For more information on all their services view their video on how their Premier Tax CFO Program works.

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