Financial Planning Opportunities for Cross-border Clients with US Company Equity Compensation Oct 8 2021

FINANCIAL PLANNING OPPORTUNITIES FOR CROSS-BORDER CLIENTS WITH US COMPANY EQUITY COMPENSATION

by Sefa Mawuli, Lead Wealth Advisor at Citrine Capital

Explore opportunities and strategies for advisers to help cross-border clients manage different types of US company equity compensation.

ABOUT THIS WEBINAR

1. Develop a framework for making decisions about US company equity actions.

2. Understand the role of tax residency and immigration status on US company equity taxation.

3. Explore strategies for managing different types of company equity compensation (RSUs, ISOs, NSOs) for cross-border clients.

Sefa Mawuli, CFP™ , has an extensive financial experience; Sefa is the Lead Wealth advisor at Citrine Wealth Advisors.

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The CIGA Network is the home for global independent advisers that wish to serve cross-border clients better. 

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