The tax episode you've been waiting for!

In this can't-miss episode, Marisa interviews international tax expert and consultant, Bobby Casey, who specializes in tax residency, company structuring, and asset protection for digital nomads and entrepreneurs.

Bobby’s extensive experience and practical advice have made him THE go-to expert for location-independent professionals like you to navigate the complexities of global taxation (when Marisa met Bobby at a digital nomad conference back in 2022, she signed up for his services immediately).

Whether you’re a remote worker dreaming of a nomadic lifestyle or an entrepreneur operating internationally, this episode is packed with essential insights to help you understand tax obligations, avoid costly mistakes, and optimize your setup.

What You'll Learn in This Episode:

1. Tax Residency Explained: The key differences between citizenship, residency, and tax residency—and why it matters for nomads.

2. Myths vs. Facts: Why the "183-day rule" isn’t as straightforward as you might think.

3. Tax Optimization Strategies:

-How to legally minimize taxes while staying compliant.

-The Foreign Earned Income Exclusion (FEIE): How Americans can qualify and save.

4. Residency Options:

-Best countries for digital nomads and how to choose a residency that works for your lifestyle.

-Examples of tax-friendly nations and their unique benefits.

5. Digital Nomad Visas:

-When they make sense and their impact on taxes.

-Key differences between tourist visas and nomad visas.

6. Common Mistakes to Avoid:

-The dangers of relying on blog advice or hearsay.

-Real-life cautionary tales from Bobby’s clients.

If you’re curious about the logistics of paying (and saving!) taxes while you work remotely and travel the globe, Bobby breaks the details down for you in in clear, actionable terms.

Whether you’re just starting your digital nomad journey or looking to optimize your existing setup, this episode provides valuable advice tailored to your unique situation.

Resources Mentioned:

Want personal , 1:1 zoom calls with Bobby to get help with your taxes? This program is for you (we use this too!)
Need help setting up your business formation and receiving mail while you’re abroad? This resource from Bobby is for you (we also use this for Beach Commute!)
IRS Form 2555 for FEIE
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*The information provided in this episode is for general informational purposes only and does not constitute legal, financial, or tax advice. Every individual's tax situation is unique, and the content discussed may not apply to your specific circumstances. We strongly recommend consulting with a qualified tax professional or legal advisor before making any decisions based on the information shared in this podcast.

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