Understanding the U.S. Taxation of Cross-Border Individuals

While few of us in the planning community specialize in working with cross-border individuals, many of us encounter such clients at one point or another. Due to the complexity of taxation affecting these individuals, planners must have an understanding of the basic mechanics, as well as planning opportunities, that may be available. Learn about equity compensation, investment income and rental real estate.

Learning Objectives:

• Understand U.S. taxation of U.S. persons living and working abroad
• Understand U.S. taxation of foreign nationals living and working in the U.S.
•  Identify planning opportunities to consider for clients in each of these situations