The Authority in International and
Cross-Border Financial Planning
Education, Community, Tools and Research for the International and Cross-Border Financial Planner.
The Need for Cross-Border Planning
Cross-border clients face special financial planning challenges including:
Tax:
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Reporting obligations and compliance
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Tax planning strategies made available by multiple jurisdictions and the tax treaty
Retirement
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Accrued obligations in various countries
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Distribution strategies
Investments
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Finding brokerage firms that will work for a given pairwise countries
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Purchase and management of real estate and other assets from abroad
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Foreign country mortgage
Estate Planning
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Creating compliant/effective wills, trusts, and plans
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Asset protection strategies
Insurance
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Relative strengths and weaknesses of different country policies
Client Knowledge, Behaviour and Other
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Healthcare planning
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Comparing cost of living - post-tax
Banking
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Foreign exchange / International Money transfers
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Opening accounts, managing accounts in home jurisdictions, understanding bank costs, and how banks think and work.
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Global Anti Money Laundering
Advisors working with cross-border clients face special challenges including:
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The known unknowns (i.e. pension transfers and withholding)
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Where to find answers?
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Differences in cross-border planning to domestic planning (fact-finding, banking/custodial relationships, understanding of taxation of income/assets/estate, working with professional team)
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Investment restrictions
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Strengths and weaknesses of the US financial system
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Definitions of residency and domicile
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Source of Income and effect on tax/estate planning
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Various treaties (Income tax, Totalization and Estate tax)
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Different kinds of expats - (working holiday, domicile uncertain and permanent mover) & their fact patterns
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Insurance opportunities
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Immigration
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Challenges in working with expats
About the Global Financial Planning Institute

Formed in 2020, the Global Financial Planning Institute exists to provide education, community, tools/resources and ongoing research for financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals working with international and cross-border clients in the US and Americans abroad.
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Education
The GFP Institute offers the Master Class series in US Inbound/Outbound International financial planning. This course is the foundation for US financial planners seeking to work with incoming or outbound expatriates or Americans abroad.
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At launch, the focus of the GFP Institute will be on rolling out the GFP Master Class series. In 2021, we plan to launch the community, tools/resources and research functions. These will be offered for GFP Institute members only. In future years, we plan on offering specific pairwise country cross-border education, so that our members may provide 'book-ended' financial advice.
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Community
None of us are smarter than all of us. From connecting with international and cross-border peers to obtaining a referral to a service provider, we all appreciate the value of community.
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Tools / Resources
From PFIC tax calculations, to a 'Covered expatriate' exit tax illustrator, we shall be offering a suite of tools to make the work of an international and cross-border financial planner that much easier.
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Research
We shall be providing up to date information to do with regulatory and legal changes affecting the international and cross-border financial planning world.