Tag: American Expat

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 significant changes are reported to occur on September 30, 2021.The most impacted Wells Fargo customers include U.S. citizens [...]

By |2021-08-25T15:43:16+00:00August 24th, 2021|Blog|Comments Off on Wells Fargo U.S. Expat Brokerage Account Closure

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

Living abroad has gained 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, recently introduced a new tax incentive that may help further attract foreign retirees.

By |2021-11-03T15:03:10+00:00January 27th, 2021|Blog|Comments Off on Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire Abroad

The Importance of U.S. Listed, UK Reporting Funds for U.S. Taxpayers in the UK

U.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and UK 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 company (PFIC) tax regime. On the UK tax side, the HMRC reporting fund regulations further restricts tax-efficient options for U.S. taxpayers who are also UK tax residents.

By |2020-11-05T17:34:59+00:00November 5th, 2020|Whitepapers|Comments Off on The Importance of U.S. Listed, UK Reporting Funds for U.S. Taxpayers in the UK

Working with a Fiduciary U.S. Expat Financial Advisor

Understanding the qualifications and model of service when receiving financial advice is critical. International financial advisors use different designations and follow different standards of client service. Not all models have the best interest of a client [...]

By |2020-07-06T14:57:45+00:00July 6th, 2020|Blog|Comments Off on Working with a Fiduciary U.S. Expat Financial Advisor

International Tax Planning 101 and Mixed-Nationality Marriages

Marriages and families of mixed citizenship and nationality present unique cross-border wealth management issues.  As an international financial advisor, Frederic Behrens addresses several tax disparities between spouses who may be nonresident aliens (NRAs) and U.S. residents/citizens, [...]

By |2020-06-18T13:53:12+00:00March 4th, 2020|Blog|Comments Off on International Tax Planning 101 and Mixed-Nationality Marriages

Considerations for U.S. Taxpayers with Non-U.S. Pension Plans and Non-U.S. Retirement Accounts

Many American expats or green card holders living in the United States own foreign pension plans and non-U.S. retirement accounts. Participation in non-U.S. pension plans may be mandatory when living in another country and employers often [...]

By |2020-04-14T15:11:01+00:00February 2nd, 2020|Blog|Comments Off on Considerations for U.S. Taxpayers with Non-U.S. Pension Plans and Non-U.S. Retirement Accounts

Planning for a Retirement Abroad

Frederic Behrens, Wealth Advisor, recently published an article about American citizens retiring abroad in Trust & Estates Magazine. Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals serving the needs [...]

By |2019-12-18T16:07:39+00:00December 18th, 2019|In the News|Comments Off on Planning for a Retirement Abroad

The PFIC Problem

Whether you are a young executive planning your first move overseas or a high-net-worth individual retiring in another country, there are many financial matters to consider when moving abroad. No matter how many years someone has spent outside the [...]

By |2020-03-04T15:56:14+00:00June 25th, 2019|Blog|Comments Off on The PFIC Problem
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