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Search: Posts Made By: CarefulTaxpayer
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Forum: USA
Dec 16th 2016, 5:45 pm
Replies: 21
Views: 1,857
Posted By CarefulTaxpayer

Re: N-400 Detained - Driving history

IMHO, honesty is the most important thing. I had two or three tickets before I naturalized, listed them, no issues. When I applied for Global Entry, at the interview, the officer asked me if I had...
Forum: USA
May 22nd 2016, 9:37 pm
Replies: 18
Views: 2,119
Posted By CarefulTaxpayer

Re: US resident, UK beneficiaries?

Probably, hence the need to consult a specialist.
Forum: USA
May 22nd 2016, 4:22 pm
Replies: 18
Views: 2,119
Posted By CarefulTaxpayer

Re: US resident, UK beneficiaries?

One potential way to deal with this is by setting up a revocable trust. I know that "trust" is potentially a word laden with implications, but a revocable trust is a private and efficient way to deal...
Forum: USA
Dec 6th 2015, 4:50 pm
Replies: 23
Views: 2,197
Posted By CarefulTaxpayer

Re: CBP / GOES interview for Global Entry tomorrow

That doesn't surprise me. I was probably in the first few thousand applicants, and the process would inevitably become more streamlined.
Forum: USA
Dec 6th 2015, 2:51 pm
Replies: 23
Views: 2,197
Posted By CarefulTaxpayer

Re: CBP / GOES interview for Global Entry tomorrow

I was in the very first batch of applicants, so it may have changed since then. However, I have only one important hint: be 100% truthful and candid, even overly candid. It's NOT a high stress...
Forum: USA
Jun 10th 2015, 8:15 pm
Replies: 28
Views: 2,050
Posted By CarefulTaxpayer

Re: Anyone in the Raleigh area?

Let me think about it.


....thinking.....


No. :-)
Forum: USA
Jun 10th 2015, 8:08 pm
Replies: 28
Views: 2,050
Posted By CarefulTaxpayer

Re: Anyone in the Raleigh area?

Well, yes, it's 10,000 square feet. My subdivision is about 18 McMansions in the 7,000 to 13,000 range.

It was s-o-o-o cheap that I couldn't resist. I came from a 7,000 square foot house in the...
Forum: USA
Jun 9th 2015, 3:22 pm
Replies: 28
Views: 2,050
Posted By CarefulTaxpayer

Re: Anyone in the Raleigh area?

Apex is not a throbbing metropolis. It, Cary and the other towns around the Triangle are essentially subdivisions and strip malls. Said malls have everything you can imagine: an Algerian church next...
Forum: USA
Jun 5th 2015, 2:54 pm
Replies: 28
Views: 2,050
Posted By CarefulTaxpayer

Re: Anyone in the Raleigh area?

I moved to Cary at the end of 2011, after 20+ years in the San Francisco Bay Area. I agree with rbackhouse's comments. House pricing is, to me, ridiculously low in the entire...
Forum: USA
Sep 30th 2014, 12:17 am
Replies: 340
Views: 104,036
Posted By CarefulTaxpayer

Re: IRS & "Tax-Free" UK pension lump sums

While this is a PLR, and from 2011, and so cannot be relied upon in the general case, it's pretty explicit that a rollover from one UK pension to another UK pension is not a taxable event for a US...
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