Cross-Border Planning Insights

Frederic Behrens

Partner

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 purposes of this article a non-U.S. person is defined as someone who is not a U.S. citizen, permanent resident or otherwise considered a U.S. domiciliary resident). Receiving an inheritance from […]

Frederic Behrens

Partner

Cross-Border Planning

Guide to Financial Planning for Non-U.S. Citizens Living in the United States

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 issues that average American citizens do not. Unfamiliarity with the U.S. tax and legal environment often leads to poor long-term financial planning decisions and costly mistakes. To make cross-border financial […]

Frederic Behrens

Partner

Cross-Border Planning

Wells Fargo U.S. Expat Brokerage Account Closure

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 abroad (U.S. expats), green card holders returning to their home countries, and non-U.S. investors (nonresident aliens). These Wells Fargo clients may face restrictions related to their investment accounts, prohibiting them […]

Anthony Rosetti

Principal

Cross-Border Planning

Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire Abroad

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 already popular retirement destination for many Americans, introduced a tax incentive in 2019 that may help further attract foreign retirees. Italy is home to some of the most historic architecture, […]

Frederic Behrens

Partner

Cross-Border Planning

Investing as an American Expat

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 forth many new challenges. This includes adapting not only to a new culture but also a new financial, tax and legal system. Just like back home, advice from professionals is […]

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

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. tax perspective, it is essential to invest using U.S. listed investments to avoid the complicated and tax-costly U.S. passive foreign investment companies (PFIC) tax regime. On the U.K. tax side, […]

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Daniel Park

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.