Financial Planning and Insurance Issues for Professionals who Work with Global Families
For cross-border families with connections to another country, many additional complexities must be factored into the investment and financial planning equation. When some or all family members become U.S. citizens or permanent residents (green card holders), U.S. taxation becomes a permanent feature of investment decisions even if the family plans to leave the United States. Unfamiliarity with the U.S. tax and legal environment often leads to poor long-term financial planning decisions and costly mistakes.
You are exclusively invited to a webinar we are hosting for tax and legal professionals who work with international clients. Cross-border planning and investing is complex, but it does not have to be overwhelming.
We will discuss effective investment and financial strategies to help individuals maximize their long-term, after-tax wealth potential whether they remain in America, move abroad, or maintain something in between. See our Guide to Financial Planning for Non-U.S. Citizens Living in the United States
Financial Planning and Insurance Issues for Cross-Border Families
- FATCA (Foreign Account Tax Compliance Act) and its consequences
- Misreporting Foreign Financial Assets (PFICs) to the IRS
- Building a strategic and tax efficient investment portfolio
- Giving up a U.S. Green Card/ Relinquishing U.S. Citizenship (U.S. Exit Tax Planning)
- Currency management
- International estate planning
- Optimizing insurance coverages
- Insurance as an investment vehicle for non-resident aliens
Please feel free to reach out with any questions about joining the webinar. If you are unable to attend on Monday, October 19th, please let us know and we will send a replay of the presentation.
Dan Levine, Esq.
Daniel J. Levine serves as an Estate, Financial and Wealth Transfer specialist. Mr. Levine formerly practiced law as an estate attorney. He has worked with wealthy families in an advisory and legal role for the past ten years. He has been credited by numerous families and their professional advisors for his creativity in designing and implementing programs that have saved and made his clients millions of dollars.
Mr. Levine attended the University of Miami where he earned both a Bachelor of Science Degree through the Honor’s Program and a Master’s of Science Degree. While at the University, he was a member of the 1991 National Championship Miami Hurricanes Football Team. He then went on and received his Juris Doctorate (J.D.) from Rutgers Law School in 1997.
While practicing law prior to joining Kaplan, Krauss & Levine, L.L.C, Mr. Levine represented clients in New York, New Jersey and Florida. Mr. Levine previously joined the elite organization, “The Forum 400,” whose members are the top advisors and insurance professionals in the world.
Mr. Levine serves as Chair of the Professional Advisory Committee of the Jewish Federation of South Palm Beach County. He is currently the Federations’ Men’s Chair at Broken Sound Country Club. He was a Board Member of the Federation’s Metro Division, as well as a member of the UJC Young Leadership Cabinet. Mr. Levine is a past Chair of the University of Miami’s Citizen Board and is a founding member of the University’s Professional Advisory Committee for the Estate and Planned Giving department. Previously Mr. Levine served in a leadership role for the University’s “Hurricane Club.” He also serves on the Professional Advisory Committee of the Boca Raton Regional hospital and Anti-Defamation League. He is a member of MENSA, and was a graduation speaker with the D.A.R.E programs, mentored young athletes and assisted in numerous civic and philanthropic endeavors.
Mr. Levine resides in Boca Raton with his wife and their children.
Frederic Behrens, JD, CFP®
Director, Wealth Advisor, Round Table Wealth Management
Frederic Behrens is a Director, Wealth Advisor with Round Table Wealth Management. He is experienced in working with high-net-worth individuals and international families. Frederic is responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships.
In particular, Frederic has significant experience working with U.S. citizens living abroad, non-resident aliens, and mixed-nationality families. Well-informed on tax and compliance issues, Frederic authored a widely-cited article on FATCA for the Wisconsin Law Review. He brings significant cross-border tax and international estate planning expertise to his client relationships.
Frederic is a graduate of the University of Georgia (B.B.A., International Business) and the University of Wisconsin (J.D.). He holds the CERTIFIED FINANCIAL PLANNER™ designation. Frederic enjoys cross-country skiing and exploring New York City with his rescue dog.
Marianne Rodriguez, CFP®
Director, Wealth Advisor, Round Table Wealth Management
Marianne Rodriguez is a Director, Wealth Advisor at Round Table Wealth Management, based out of our Boca Raton, Florida office. Marianne is responsible for developing and managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for her relationships.
Marianne has been serving the financial needs of the Southeast Florida Market through her leadership as a branch manager with a national brokerage firm. Her diverse background within the financial industry has allowed her to assist clients with personal and commercial banking solutions, their insurance needs as well as investment guidance and advice. Most recently, she has been providing clients with comprehensive financial planning tools and resources.
Marianne received her Bachelor’s degree in Business Administration with a minor in Marketing and Human Resources from Universidad Iberoamericana UNIBE in Santo Domingo, Dominican Republic. She earned her CERTIFIED FINANCIAL PLANNERTM designation in 2018 and is currently an active member of the Financial Planning Association (FPA). Marianne is passionate about cultural diversity and learning from people who come from different backgrounds, and is fluent in four languages: English, Spanish, French and Portuguese. She enjoys cycling with her husband Rafael, and spends most of her free time with their family and her cat Rainbow and dog Ginger.