Cross-Border Financial Planning Guides and White Papers:


Financial Planning Considerations for Mixed Nationality Couples

In this comprehensive guide, we explore various financial and tax planning issues that arise for mixed nationality couples in which one spouse is a U.S. citizen or long-term permanent resident and the other is not.

Australia vs United States: Pros And Cons Of Managed Funds For Expat Investors

Managed funds investment is one of a huge range of investment options; and one of the few investment types where we can make a clear comparison between investing in Australia vs investing in America.

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International and Cross Border Financial Planning - The Need for Specific Education

Compared to decades ago, more people live and work abroad. But traditional financial planning education does not account for this mobile way of life and its impact on one’s wealth management and financial strategy.

How Passive Foreign Investment Corporation (PFIC) Tax Rules Affect Almost most Americans Abroad

Due to its citizenship based taxation system of the United States, the expat American citizen/Permanent resident remains a U.S. tax resident. As such, the draconian taxation that applies to foreign passive investments corporation rules (PFIC) apply.