How To Coordinate Filing Tax Returns In Multiple Countries
By Malissa Marshall Founder and Head of Soaring Wealth LLC
Malissa shares the best practice of how to coordinate filing cross-border client’s tax returns and tips to consider.
ABOUT THIS WEBINAR
1. Importance of reading foreign tax returns in order to better coordinate with US filings.
2.Timing considerations when foreign tax returns are due, and how that impacts US filings
3. Sourcing issues and avoiding double taxation.
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.

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