At White Lighthouse we believe strongly in helping clients make good decisions and through the articles we write we generally take financial concepts that may be complicated and break them down into useful pieces of information that can support effective decision making. The articles are free to the general public and many have been published in the press. We like to write on topics that are not always widely covered and more specifically on cross border financial, tax and legal issues. We also publish a quarterly newsletter; though this is only for clients of White Lighthouse Investment Management. We hope you like our articles and feel free to pass them along to anyone who you think may find them interesting and useful. If you have an idea for an article, please feel free to contact us.

  1. US Tax Code Disproportionately Burdens Americans Abroad  - Law 360 April 2019

  2. Protecting your Credit and Financial Information after the Equifax Data Breach – September 30, 2017

  3. Moving Abroad? Here’s the Checklist: Part One - WSJ September 2016

  4. Moving Abroad? Here’s the Checklist: Part Two - WSJ September 2016

  5. How Can I Easily Go Back and Find All Of My Travel Records? - WSJ May 2016

  6. Tax Planning for non-Americans owning American Investments - WSJ March 2016

  7. Tips For U.S. Expats Coping With New FAST Law Affecting Passports - WSJ December 2015

  8. Expat Estate-Planning: A Tragedy Prompts Adviser to Weigh In - WSJ October 2015

  9. Changes Coming to U.S. Expats’ Fbar/Fincen Filing Experience – WSJ August 2015

  10. Fatca Relief Coming for U.S. Expats Via ‘Same Country Exception’? – WSJ July 2015

  11. BE-10 Filing for certain US persons with US Investment Real Estate or Ownership stakes in foreign businesses – WSJ June 2015

  12. US Financial Accounts when Retiring Overseas – WSJ Reader Question & Answer - May 2015

  13. Evaluating a Financial Advisor – WSJ May 4, 2015

  14. How to correct Roth IRA contribution errors - April 2015

  15. J Lachowitz Submission to Senate Finance Committee on Intl Tax Report – April 2015

  16. 6 Estate-Planning Tips for U.S. Expats - WSJ March 2015

  17. Ten Considerations when Evaluating a 401(k) Rollover

  18. Opinion: Expats Can Give Uncle Sam Their Views on U.S. Tax Policy by April 15 - WSJ March 2015

  19. Ask an Expert: Everything U.S. Expats Need to Know About IRS Tax Forms (But Were Afraid to Ask) - WSJ February 2015

  20. Ask an Expert: Tips for Expats Dealing With Swiss Franc Turmoil - WSJ January 2015

  21. Ask an Expert: Tips for U.S. Expats Using 529 College Savings Plans - WSJ January 2015

  22. Ask an Expert: Senate Proposal Could Aid ‘Marginalized’ U.S. Expats - WSJ December 2014

  23. Ask an Expert: 6-1/2 Expat Tips for Protecting Your Credit Rating - WSJ December 2014

  24. Answering an Expat Reader’s Real-Estate Sale Query - WSJ December 2014

  25. Mutual Fund Restrictions for Overseas Americans – 2014

  26. Update your Swiss Estate Planning – New Laws on Decision Making during Incapacity - 2013

  27. FATCA Implications for Switzerland Feb 2013 - English (Original Version)

  28. FATCA Implications for Switzerland Feb 2013 - French (L'Agefi) 3 parts: Feb-Mar 2013

  29. Post Financial Cliff Tax Planning for Overseas Americans - January 2013

  30. US Individual Retirement Accounts for Overseas Americans (in Switzerland) - January 2013

  31. Tips for Swiss Expatriates in the United States– May 2011

  32. Can the Obama Administration make things even worse for Overseas Americans and the Swiss? - February 2010

  33. L'Agefi October 1, 2009 Page 1 – Practical Guide for US Expats - French

  34. L'Agefi October 1, 2009 Page 8 – Tips for American Expatriates – English

  35. L'Agefi October 27, 2009 Page 2: Non US Swiss Residents – Cash in your US Retirement Account

  36. Beware the Devils choice giving up US Citizenship - Dec 2009

  37. Tax tips for US Expats November 24, 2009 on