Our guest presenters include  CPAs, tax professionals, immigration attorneys,  and global insurance professionals that have years of on-hand experience with cross-border clients.

Melvin Warshaw

International Tax and Estate Planning Lawyer

Melvin A. Warshaw has nearly 40 years of experience as an estate planning and tax lawyer. He currently represents U. S. and non-U. S. families and companies on a wide range of personal and business tax matters.

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Katrina Haynes

Owner, Haynes & Associates

Katrina started Haynes & Associates in 2015 and until recently worked as the Global Mobility Tax Manager for The Coca-Cola Company. She has 20+ years of experience serving clients with a global workforce.

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Marina Hernandez

US/Swiss Crossborder Wealth Manager & Tax Advisor

Marina is an Argentine and Spanish citizen by birth and an US citizen by choice. In 2009 she founded MHTax, a tax preparation firm, to provide tax advisory services to US immigrant and US expat families.

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Allen Koski

President and Chief Innovation Officer at Insured Nomads

It has been my pleasure to have meetings in 50+ countries and support hundreds of global clients. I have been fortunate to speak at many industry leading events like IBIS and the Annual ISCEBS Employee Benefits Symposium.

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Andrew Fisher

Partner, Cerity Partners

Andrew is widely regarded as a leading advisor to international and cross-border families, who often face more complex wealth management and tax issues resulting from their multinational lives, particularly when an individual is a citizen or tax resident of the United States.

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Jonathan A. Mintz

Partner, Evergreen Legacy Planning

Regularly develops and implements integrated estate, business and income tax planning solutions including for non-U.S.-citizen residents and non-residents.

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GFP CONNECT 24 Recordings

Get 8 hours of global financial planning content from the top thought leaders in the space! The conference sessions equate to 7 CE hours.