Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking… Andrejs Pilajevs, Principal
Cross-Border Planning A Personal Finance Guide for U.S. Expats Living in Germany March 26, 2025 - Living in Germany as a U.S. citizen comes with unique financial challenges. This guide covers key topics, including cross-border planning, investment strategies, retirement accounts, and… Andrejs Pilajevs, Principal
Cross-Border Planning Tax Issues Facing U.S. Citizens Abroad January 30, 2025 - Living overseas seems glamorous and often leads to personal and professional enrichment, but then there are the taxes. The U.S. tax system is more complicated… Andrew Fisher, Partner
Cross-Border Planning What to Know About IRAs and Roth IRAs When Living Abroad December 22, 2023 - Navigate IRAs and Roth IRAs for US Expats living abroad with Cerity Partners. Understand tax implications, strategic contributions, and the role of tax treaties in… Andrejs Pilajevs, Principal
Cross-Border Planning Tax Challenges Facing Foreign Citizens in the U.S. March 29, 2023 - Foreign professionals are coming into the United States to work more than ever, and generally we all benefit. However, these incoming workers need to understand… Andrew Fisher, Partner
Cross-Border Planning Living a Jet-Setter Retirement March 14, 2023 - Are you planning for a jet-set retirement? Or are you already spending part of the year abroad? If so, Cerity Partners can help you navigate… Andrew Fisher, Partner
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)… Frederic Behrens, Partner
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… Frederic Behrens, Partner
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… Frederic Behrens, Partner
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… Anthony Rosetti, Principal
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… Frederic Behrens, Partner
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.… Frederic Behrens, Partner
Cross-Border Planning Working With a Fiduciary U.S. Expat Financial Advisor December 8, 2022 - U.S. citizens living abroad should work with a U.S. expat investment advisor who operates under the fiduciary standard. A U.S. expat financial advisor also has… Frederic Behrens, Partner
Cross-Border Planning Top 12 Financial Planning Issues for American Citizens Living in the United Kingdom December 4, 2022 - American citizens living in the United Kingdom face a complex interaction between U.S. and U.K. tax laws when it comes to their investments and retirement… Frederic Behrens, Partner
Cross-Border Planning The PFIC Problem December 1, 2022 - A common income tax issue encountered by U.S. citizens living abroad or U.S. permanent residents is owning foreign investment funds. These foreign investment funds are… Frederic Behrens, Partner
Estate Planning Estate Planning Tax Strategies with the One Big Beautiful Bill Act September 22, 2025 - The One Big Beautiful Bill Act extended the 2017 tax cuts set to expire at the end of 2025, but several new tax provisions were…
Family Office Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events September 23, 2025 - A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a…
Individuals and Families How AI Is Affecting the Global Economy September 2, 2025 - Artificial intelligence (AI) is designed to replicate and augment human intelligence by training machines to think and learn like humans. The concept has been around…
