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 foreign nationals in the United States. 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
Top Ten Financial Planning Issues for Cross-Border Families
- FATCA (Foreign Account Tax Compliance Act) and its consequences
- Misreporting Foreign Financial Assets (PFICs) to the IRS
- Using U.S. and Non-U.S. retirement accounts
- Building a strategic and tax efficient investment portfolio
- Currency management
- International estate planning
- Receiving an inheritance from abroad
- Optimizing insurance coverage
- Giving up a U.S. Green Card/ Relinquishing U.S. Citizenship (U.S. Exit Tax Planning)
- Retirement outside of the United States
EVENT START TIME
EVENT START TIME
3:00 PM ● New York, NY
Round Table Wealth Management is a New York based independent registered investment advisory firm that manages over $1B in assets. Having extensive experience working with cross-border clients, Round Table wealth advisors Frederic Behrens and Bruce Hyde will present on the common issues encountered by global families.
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 responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships. He is experienced in working with high-net-worth individuals and international families.
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.
Bruce Hyde, CPA, MS
Partner, Wealth Advisor, Round Table Wealth Management
Bruce Hyde is a Partner, Chief Compliance Officer and Wealth Advisor at Round Table Wealth Management and has over 30 years of experience in the financial services industry. He is responsible for advising clients on the full range of financial matters including investments, insurance, estate, gift and income tax issues as well as financial decision making. For the past 17 years, Bruce has been working closely with corporate executives, business owners and partners at major law firms to serve their unique financial planning needs.
Bruce graduated from Lafayette College with a B.A. in Economics and Business and holds a Masters in Taxation (MST) from Seton Hall University where he was elected Beta Gamma Sigma for high scholastic achievement. Bruce is a Certified Public Accountant, and began his career at a “Big 8” accounting firm. He later joined a large corporation and most recently a regional wealth management firm. He is a Trustee and Treasurer of the Land Conservancy of New Jersey.