Since I founded my RIA five years ago, I have found that there is a paucity of information available with respect to cross-border planning in general, and cross-border tax issues in particular, and especially geared toward an audience of financial planners.

 

So I decided to write these Notes to provide a high-level overview of various cross-border financial and tax planning topics for new-but-curious advisors, experienced practitioners, and all souls in between.

 

I welcome feedback and questions for future issues and have already received many great ideas – thank you! My inner academic is rejoicing.

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Previous Issues:

• CBTN #1 – Mapping the Terra Incognita

• CBTN #2 – Equity Compensation Earned in Multiple Countries

• CBTN #3 – What is "Foreign Source Income" (and why does it matter?)

        to be issued September 15, 2023​