The Cross Border Family Wealth Guide

Cross-Border Financial Planning: Issues When Advising International Clients

Global Financial Planning Institute Open Webinars

FPA International and Cross-Border Knowledge Circle

Available to members of the US Financial Planning Association (FPA), this Knowledge Circle (KC) hosts monthly/ bi-monthly presentations and has a dedicated community of cross-border financial planners within the FPA.

XY Planning Network

While there isn’t a dedicated ‘International and Cross-border’ thread within XYPN there is however an active community of planners who work with these clients. Response times to posted questions are good.

The Society of Trust and Estate Practitioners (STEP)

As the name would suggest, STEP if focused on estate planning, mostly for the high-net worth and ultra-high-net worth. They are based in the UK with chapters all over the world, including the US. Aside from the CFA Institute, it is the most globally oriented of the big, affiliated professional organizations.

Deloitte, PriceWaterhouseCoopers, Ernst and Young, KPMG

The “Big Four” routinely write white papers on issues relevant to cross-border financial planning and other financial services. These white papers help professionals digest the relatively sophisticated and dense language of the laws and treaties.

American Institute of CPAs (AICPA)

The AICPA provides education, support, and advocacy for accountants around the world. Their annual ENGAGE conference regularly features topics pertinent to personal international tax matters.

California Society of Certified Public Accountants (Cal CPA)

Cal CPA hosts an international tax conference with a focus on personal financial concerns. Like the AICPA, they also provide education and support for accountants, particularly those serving clients in California, where many expats live.

CIGA Network

19 members, Quarterly Webinars