Public Speaking & Media Mentions

Recent & Upcoming Presentations

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• NAPFA, Vermont chapter, "Planning with Cross-Border Clients," August 2021​

• CIGA Network, "Financial Planning for US Executives Working Abroad and Foreign Nationals Working in the US," September 2021

• CIGA Network, "Income Taxation of US Persons with Cross-Border Situations," January 2022

• XY Planning Network, "Inside Experts" series - presentation on financial planning for cross-border clients,  February 2022 

• NAPFA Spring 2022 National Conference, "Understanding the US Taxation of Cross-Border Individuals," May 2022

• CIGA Network, "Handling Equity Compensation in Cross-Border Situations," July 2022 

• NAPFA, West Florida chapter, "Planning for Cross-Border Clients," September 2022

• CIGA Network - Annual Symposium, "How to Coordinate Filing Tax Returns in Multiple Countries," October 2022

• CIGA Network - Annual Symposium, "Case Studies: A Framework for Working with Cross-Border Employee Equity Compensation," October 2022

• CIGA Network, "US Estate Tax Planning for Non-resident Non-citizens with US Situs Assets," February 2023

• VT Tax Preparer's Association, "Tax Considerations for Cross-Border Clients," October 2023

• CIGA Network - Annual Symposium, "US Planning for Foreign Nationals with Equity Compensation," October 2023

• NAPFA, Vermont chapter, "Planning for Clients with Equity Compensation and Private Equity," Fall 2024

• XYPN Live Annual Conference, "Cross-Border Financial Planning: Pitfalls & Opportunities," October 2024

• International Tax Conference, "Sourcing Compensation Earned in Multiple Countries for Forms 1116 & 2555," October 2024

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Media Mentions

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• InvestmentNews, "Advisors express confidence wealthy clients will avoid IRS crackdown" 

• Barron's, "Financial Pros Weigh in on Best Investing Books for Beginners" 

• New York Times, "$2.50 a Year in Interest? That’s What $5,000 in Savings Gets"

• NAPFA Advisor Magazine, "Prepping for a Market Downturn"

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