Income Taxation of US Persons with Cross-Border Situations
By Malissa Marshall Founder and Head of Soaring Wealth LLC
An understanding and the considerations needed for advisors with clients in cross-border situations; a deeper dive into various US tax reporting requirements so they can give high level guidance to their clients.
Learning Objectives:
- Understand how to claim foreign earned income exclusion and/or foreign tax credits.
- Be provided with requirements for reporting foreign assets
- Understand Taxation of Passive Foreign Investment Corporations (PFICs)
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.