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.

When one spouse is a U.S. tax resident and the other is not, financial and tax planning issues may become more complicated. If you find yourself serving clients in this situation, several major decisions will likely come into play.

The answers will have long-term implications for your clients’ financial and tax planning situation. The wrong decisions can cost your clients dearly in tax liability to both the U.S. government and, in many cases, the non-U.S. spouse’s home country. It is vital that you are prepared to walk through a variety of scenarios with them to understand what makes sense for them given their situation.

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Independent research with expert insights
The Global Financial Planning Institute has 10+ years of expertise in cross-border finances. We’ve analyzed years of independent data for insights into a comparison of managed fund investments across multiple countries.