Americans Helping Americans Abroad

Featured Articles

  • The Bittner FBAR Case

    In our September 4, 2022, issue of the AARO News and Views we highlighted the importance for AARO members that the US Supreme Court granted review (grant of certiorari) of the case Alexandru Bittner v. United States, concerning the calculation of penalties for failure to file a Foreign Bank Account Report aka FBAR (whether Mr. Bittner should pay $50,000 or $2.7 million). The Supreme Court heard oral arguments on November 2, 2022. Please read the article about the case and the Supreme Court hearing written by AARO’s VP Advocacy Fred Einbinder.

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  • The Windfall Elimination Provision

    Improving Expats’ Access to Savings and Retirement Plan

    In July of this year AARO President Doris Speer wrote to members of the Senate Committees on Finance and Health, Education, Labor and Pensions calling attention to the exclusion from the financial system that American expats too often face, notably as regards to access to retirement plans and savings vehicles.

  • The Windfall Elimination Provision

    The Windfall Elimination Provision

    Over the past several years, Congress has introduced several bills to reform or repeal the Windfall Elimination Provision (WEP). One of them, the Social Security Fairness Act, H.R. 82, now has 295 co-sponsors (207 Democrats and 88 Republicans) and moves will likely be made this fall to bring it to the House floor for a vote.

  • Enhancing American Expats’ Access to Savings Vehicles and Retirement Plans

    The SECURE Act 2.0 (“Securing a Strong Retirement Act of 2022”) aims to expand coverage of employer-sponsored plans and increase retirement savings, as well as simplifying and clarifying rules. With suitable modification it offers an attractive vehicle for addressing one of the most severe problems facing expats: access to savings vehicles and retirement plans.

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  • Comment on the Senate Finance Committee’s “International Tax Reform Framework Discussion Draft”

    In April, AARO made a submission to the Senate Finance Committee relating to its hearing of March 25 on U.S. International Tax Policy. The Committee is advanced in following up with proposed legislation.

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  • It's So Difficult to Save for Retirement

    AARO Advocacy Survey

    AARO conducted a survey in October/November 2020 to aid us in our advocacy efforts. The results of the survey have been very informative and give us fuller insights into your issues.

    The eleventh, and final, article, “My Social Security Was Reduced! It’s called WEP.” has been posted.

  • A sampling of the words survey participants used in describing their experiences with the extraterritorial application of U.S. taxation and banking polices.

    SEAT Publishes Survey Report

    From late October until mid-December 2020, Stop Extraterritorial American Taxation (SEAT) carried out a study to better understand the effects of the extraterritorial application of U.S. taxation and banking policies on persons living overseas.

  • End CBT! New Talking Points Document

    AARO has prepared a set of talking points to support ongoing discussions to end the citizen-based taxation system in the U.S. and move to an alternate method. Links to supporting documentation are included with the talking points.

  • New Taxpayer Advocate Recommendations

    The National Taxpayer Advocate has released its annual report to Congress proposing legislative recommendations to resolve taxpayer problems.

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Accessing Financial Services as an American Expat, Paul Atkinson

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Smart Traveler Enrollment Program (STEP)

 Smart Traveler Enrollment Program (STEP)AARO urges all Americans overseas who have not already done so to create an account and enroll in the Smart Traveler Enrollment Program (STEP) in order to receive updated travel and other security information, particularly during the COVID-19 crisis. AARO's understanding is that the information contained in the enrollment is NOT shared with the IRS or other USG agencies.

Enroll here: