US Exit Tax, Covered Expatriates, and Planning Ahead: A Legal and Tax Perspective

from Under the Basswood Tree Podcast · host Basswood Counsel

Gina Lee and Christopher Klug break down the U.S. Exit Tax and what it means for citizens and long-term green card holders considering expatriation. They walk through the key tests that determine “covered expatriate” status, the mechanics of the mark-to-market regime, and strategies for mitigating unintended tax consequences. Whether you're planning your exit or advising someone who is, this episode offers essential insights on managing high-stakes tax decisions with long-term implications.

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This episode is 22 minutes long.

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This episode was published on July 28, 2025.

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