Cross-Border Planning Cross-Border Tax Complexities August 25, 2022 - More than ever, foreign professionals are coming into the United States to work. However, incoming workers need to understand the numerous potential tax traps they…
Cross-Border Planning American Expat Social Security and Retiring Abroad November 11, 2022 - An important part of an American expat financial plan is understanding U.S. Social Security benefits. The rules for qualifying and receiving U.S. Social Security benefits…
Cross-Border Planning American Expat: Brokerage Account Closures and Restrictions November 18, 2022 - American citizens living abroad face complicated investing and compliance issues. Unfortunately, many traditional U.S. brokerage firms and banks restrict the financial accounts of American expats…
Cross-Border Planning Receiving an Inheritance From Abroad: Special Considerations for U.S. Taxpayers January 10, 2023 - Under most circumstances, inheriting assets is a complex process. It becomes even more intricate when it involves a non-U.S. person or international component (nonresident alien)…
Cross-Border Planning Guide to Financial Planning for Non-U.S. Citizens Living in the United States January 9, 2023 - Those 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 Closure January 3, 2023 - At the beginning of 2021, Wells Fargo announced a reduction in service for international clients. The most impacted customers include U.S. citizens living abroad, green…
Cross-Border Planning Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire Abroad December 24, 2022 - The 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 Expat December 23, 2022 - Numerous factors, such as changing U.S. tax laws and expat brokerage account restrictions, have made American expat investing increasingly difficult. Fortunately, American expat financial planning…
Cross-Border Planning The Importance of U.S.-Listed and U.K. Reporting Funds for U.S. Taxpayers in the United Kingdom December 14, 2022 - U.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.…
Individuals and Families How High-Net-Worth Families Pay for College October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting…
Economic and Market Outlooks Video: October 2025 Economic & Market Outlook October 1, 2025 - “Giddy” isn’t a word we usually associate with Partner and Chief Equity Strategist Jim Lebenthal. However, in this Monthly Outlook, he shares some of the signs…
Estate Planning The Power of Substitution October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.…