Get your U.S.–Denmark taxes under control
We optimize FEIE vs FTC, align the Danish expat scheme with U.S. rules, and design an investment plan that avoids Danish “lager” pitfalls while staying compliant in both countries.
Advisory by a U.S. CPA living in Denmark
What you get
- Advisory services from a U.S. CPA living in Denmark
- Side‑by‑side FEIE + housing vs FTC (with NIIT)
- Danish expat scheme review (payroll/AM/pension handling)
- Investment plan: ASK at 17% + realization‑based equities
- Roth/§53 A and U.S. state residency guardrails
- Compliance roadmap (FBAR/8938/8621/3520 as needed)
- Cross‑border expertise that actually helps decisions
Fixed‑fee planning available. Custom modeling on request.
FEIE vs FTC, every year
We model both with your numbers, including housing and NIIT, and recommend the lower global outcome—no guesswork.
Expat scheme done right
27% after 8% AM with correct pension handling (employee vs employer). Documentation that stands up.
Investments that fit Denmark
Use ASK for a capped 17% sleeve and keep the rest realization‑based to avoid annual “lager” taxation.
How it works
1) Free 20‑minute consult
We confirm your residency, expat‑scheme status, and priorities. If we can’t add value, we’ll say so.
2) Deep‑dive & modeling
We run FEIE vs FTC with housing/NIIT, and build your Danish plan around ASK + realization‑based investing.
3) Action plan
Clear next steps for payroll, filings, and portfolio—plus a checklist for U.S. state residency and compliance.
Book your free consult
Pick a time that works for you. We’ll send a short intake so the call is tailored to your situation.
FAQ
- Do you handle FEIE or FTC?
- Both—we compare each year and recommend the lower global outcome based on your facts.
- Can I use an ASK while on the expat scheme?
- Yes. ASK eligibility is unaffected; the account’s returns are taxed at 17% annually on a mark‑to‑market basis.
- How do you avoid Danish “lager” taxes?
- Use ASK for a capped sleeve and hold remaining equity exposure as realization‑based direct stocks.
- What about Roth IRAs in Denmark?
- Roth/§53 A may be taxed annually in Denmark. We confirm treatment and adjust holdings to reduce annual drag.
- U.S. federal and state guidance?
- Yes—federal rules and state‑specific guidance (sourcing, residency, and compliance) tailored to your facts.
- Employee vs employer pension under the expat scheme?
- Employer pension is typically outside the expat‑scheme base; employee contributions are usually after‑tax and don’t reduce the base.
- Can I keep California nonresident while abroad?
- We set guardrails for state residency (workdays, customers, documentation). We apply similar principles to other states.
- Do U.S. mutual funds create PFIC issues?
- U.S.‑domiciled funds are not PFICs, but many are “investeringsselskab” in Denmark (lager‑taxed). We classify each holding.
- Do I owe FICA while employed in Denmark?
- With Danish social coverage (certificate of coverage) and no U.S. payroll, U.S. FICA is generally not due.
- Can I move funds into ASK every year?
- ASK has a cumulative deposit cap (e.g., 166,200 DKK in 2025). You can add up to the current cap minus prior deposits; growth above the cap is fine.