Cross-Border Planning Cross-Border Tax Complexities August 25, 2022 - Exploring the Unique Tax Complexities Faced by Foreign Professionals Coming into the U.S.
Cross-Border Planning American Expat Social Security and Retiring Abroad November 11, 2022 - Retiring 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 Restrictions November 18, 2022 - American 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. Taxpayers January 10, 2023 - It 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 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 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 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 - Increasingly, 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 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.…
Business Owner Advisory 13 Key Takeaways from the One Big, Beautiful Bill Act July 16, 2025 - Hear more from our specialists on 13 of the most important takeaways from the One Big, Beautiful Bill Act and its potential impact on your…
Individuals and Families Where Women Should Invest $1 Million July 15, 2025 - It’s important to consider how gender-specific financial challenges might impact large investments. Learn about the challenges & opportunities women face in investing.
Incentive Stock Options Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…