US Estate Tax Planning for Non-resident Non-citizens with US Situs Assets

Malissa Marshall, Founder and Lead Advisor at Soaring Wealth LLC and a separate tax practice, Steuern & Taxes LLC.

An understanding and the considerations needed for US Estate Tax Planning for Non-resident Non-citizens with US Situs Assets clients. 

ABOUT THIS WEBINAR

US Estate Tax Planning for Non-resident Non-citizens with US Situs Assets

 

Malissa Marshall is a Certified Financial Planner and IRS Enrolled Agent, and has a Master’s Degree in Taxation. She has extensive experience with the US taxation of expats and foreign nationals, working with colleagues in other countries to coordinate filing positions, and using income tax treaties to minimize double taxation. Currently, she focuses her work on serving mid- to late career corporate executives needing advanced tax planning – including with equity compensation and/or cross-border situations.

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