Master Class in US Inbound/Outbound

Financial Planning

Learn the cross-border considerations needed to work with clients from international backgrounds living in the US or Americans abroad.

 

Message from our Founder:

The Master Class series in US Inbound/Outbound International Financial Planning is an advanced course 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. It is a ten lesson program taught by a faculty of financial planners, accountants, tax, immigration and estate attorneys. 

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Given the exponential complexity that exists when dealing with matters affecting the U.S. and residents of a specific foreign country, this is not a cross-border class where instruction is provided on how the U.S. works with specific foreign countries. 

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WHAT PEOPLE SAY

"After completing the GFPIMaster Class, I know what questions to ask and specific areas to delve into that might be problematic. I also now have a ready list of trusted contacts I can tap into to make referrals for more complicated cases." 

 

Jalene Hahn, CFP®
WWA Planning & Investments
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Attend interactive live lessons or study at your own pace

All of our 10 weekly live lessons are recorded and posted to our community site, where you will be able to watch them if you are not able to attend the live session.

Learn from the experts

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

Frequently asked questions

Reasons to enroll in the Master Class in Global Financial Planninng

  1. Develop an awareness of the bear-traps, pitfalls, and missteps that exist in this specialized area of financial advice.
  2. Understand the hot button issues that affect advice delivery and how an engagement differs when working with an expat in the US or Americans abroad.
  3. Know the questions you need to ask and the additional documentation you need to collect.
  4. Expand your horizons with a complex body of knowledge and build contacts in a community offered nowhere else.



Learning Objective (s)

The GFP Master Class is intended to provide students with the relevant knowledge to work with expats who have moved to the U.S. or Americans abroad with their outbound planning.



Lesson Topics

Lesson 1: Introduction to Global Financial Planning
Lesson 2: Tax Systems, US Tax Treatment of Foreign Income and Passive Foreign Investment Companies (PFICs)
Lesson 3: Definitions of Residency, Domicile and Source of Income
Lesson 4: Pre-immigration Planning & Covered Expatriates
Lesson 5: Treaties, Reporting and Tax Compliance
Lesson 6: Investments and Banking Lesson 7: Retirement Account Transfers and Social Security Lesson 8: Risk Management and Foreign Exchange Lesson 9: International Estate Planning Lesson 10: Education Planning, Real Estate, & Case Studies in Cross-Border Planning



Dates

Dates:
September 2021. Specific dates to be announced.



Course Fees

To be announced.



 

Register your Interest:
Master Class in US Inbound/Outbound International Financial Planning