Dimension 03

    Global Positioning

    Cross-border taxation, simplified

    The Global Positioning dimension handles the complexities of international taxation for U.S. citizens and residents with foreign income. It evaluates both the Foreign Earned Income Exclusion (FEIE) and Foreign Tax Credit (FTC) pathways, identifying the approach that produces the lowest modeled tax liability. This dimension tracks physical presence tests, bona fide residence determinations, foreign housing exclusions, and treaty benefits.

    Key Capabilities

    FEIE vs. FTC comparative analysis
    Physical presence test tracking (330 days)
    Bona fide residence determination
    Foreign housing exclusion calculation
    Tax treaty benefit identification
    FBAR and FATCA compliance alerts
    Multi-country income tracking
    Hybrid position comparison

    Real-World Examples

    1Scenario

    Software engineer on 2-year assignment in Germany earning $145,000

    PRISM Output:

    FEIE excludes $126,500 (2024 limit), FTC analysis shows $4,200 additional savings from German tax credits on remaining income — surfaces hybrid approach as lowest-liability path

    2Scenario

    Digital nomad with income from multiple countries

    PRISM Output:

    Tracks 147 days in Portugal, 89 days in Thailand, 129 days outside U.S. — flags physical presence test not met, surfaces bona fide residence documentation path

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