Navigating Tax and Planning Complexities for Expats and Dual Citizens
What You'll Learn
As more Americans retire or work abroad—and global citizens settle in the U.S.—financial advisors and tax professionals are increasingly encountering complex cross-border issues that standard planning doesn’t address.
In this essential webinar, …
Tom Dickson
Financial Experts Network
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As more Americans retire or work abroad—and global citizens settle in the U.S.—financial advisors and tax professionals are increasingly encountering complex cross-border issues that standard planning doesn’t address.
In this essential webinar, cross-border specialist Edward Cole will dive into the real-world planning challenges and compliance risks that arise when working with clients who are dual citizens, expats, or relocating abroad for retirement or employment.
You’ll gain insights into:
- U.S. tax obligations for citizens living overseas
- Residency rules, tax treaties, and double taxation traps
- Foreign pensions, retirement accounts, and Social Security coordination
- FBAR, FATCA, and foreign asset reporting requirements
- Estate planning considerations for multi-jurisdictional families
- How to support clients moving to (or from) high-tax or treaty countries like the U.K., Canada, or Australia
This session will equip you with the knowledge to confidently serve globally mobile clients—and avoid costly compliance mistakes.
Whether you're advising a tech executive on assignment in Europe or a retiree relocating to the U.K., this webinar will expand your toolkit and elevate your value.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, EA, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.