Financial Planning for US Executives working abroad and Foreign Nationals working in the US
by Malissa Marshall Founder and Head of Soaring Wealth LLC
Providing a framework to help financial advisers understand the intricacies of US executives working abroad and Foreign Nationals working in the US by using case studies.
ABOUT THIS WEBINAR
1. Understand a framework for working with clients who are US executives working abroad on multi-year assignments.
2. Understand a framework for working with clients who are foreign nationals living and working in the US.
3. Be provided with a framework to help advisors understand the intricacies of these types of situations by using case studies to illuminate the complexities involved so that the advisors are able to provide a deeper level of expertise to their clients.
Malissa Marshall is a Certified Financial Planner and IRS Enrolled Agent. She has extensive experience with US taxation of expats and foreign nationals, working with colleagues in other jurisdictions to coordinate filing positions and using income tax treaties to minimize double taxation.
WHAT IS CIGA?
The CIGA Network is the home for global independent advisers that wish to serve cross-border clients better.
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