As global mobility increases, planners must navigate the evolving nuances of international tax and financial planning. This AICPA PFP Section webcast uses an expatriate couple case study to discuss:
Citizenship-based taxation
Foreign residency rules
PFICs
Foreign retirement accounts
Employment changes
Treaty planning
The case study includes a “no-regrets” checklist for every stage of the move.
Additionally, you'll gain an understanding of:
Cross-border tax compliance
Investment strategies
Flexible planning for globally mobile clients
Key Topics
U.S. citizenship-based taxation and its global