International Issues for the Domestic Planner

In this mobile society, clients don’t always stay put. Many folks may leave the US temporarily, or permanently and of course, many people move to the US for the first time and look for a financial advisor. This can include clients with assets spanning multiple borders, clients with citizenship in more than one country, children living abroad, etc. all have unique complexities that must be dealt with. This presentation will provide a framework in which to tackle the Int’l client and then cover some of the “Oops” and “Ah Ha!” moments along with providing the questions to ask in the areas of income tax, estate planning, retirement planning, investments, risk management, cash management, customs and immigration. By learning the questions to ask, the learned advisor can provide better counsel to clients when leaving or entering the US. In addition, the advisor can better understand where they can, and cannot assist the client and where to find the right help to provide a rounded solution to the client.