Cross-Border Planning Cross-Border Tax ComplexitiesExploring the Unique Tax Complexities Faced by Foreign Professionals Coming into the U.S.
Cross-Border Planning American Expat Social Security and Retiring AbroadRetiring abroad is a popular option for many Americans. Some U.S. expat employees may spend their careers abroad and desire to remain in that foreign…
Cross-Border Planning American Expat: Brokerage Account Closures and RestrictionsAmerican citizens living abroad face many complicated investing and compliance issues (such as finding an American expat brokerage firm). Careful attention must be paid to…
Cross-Border Planning Receiving an Inheritance From Abroad: Special Considerations for U.S. TaxpayersIt is increasingly common for individuals living in the United States or U.S. citizens living abroad to receive an inheritance from a non-U.S. person (for…
Cross-Border Planning Guide to Financial Planning for Non-U.S. Citizens Living in the United StatesThose living (or soon to be living) in the United States on a green card or U.S employment visa face many financial, tax and legal…
Cross-Border Planning Wells Fargo U.S. Expat Brokerage Account ClosureAt the beginning of 2021, Wells Fargo announced a reduction in service for international clients. The most impacted Wells Fargo customers include U.S. citizens living…
Cross-Border Planning Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire AbroadThe idea of living abroad has gained in popularity for many U.S. citizens as they plan for how to spend their retirement years. Italy, an…
Cross-Border Planning Investing as an American ExpatIncreasingly, American citizens are moving overseas to advance their careers, to retire abroad or for family reasons. Living in another country is exciting but brings…
Cross-Border Planning The Importance of U.S.-Listed and U.K. Reporting Funds for U.S. Taxpayers in the United KingdomU.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and U.K. tax laws on their investment portfolio. From a U.S.…
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…