Financial Planning Considerations of Mixed Nationality Couples
In this session, Dr. Matt J. Goren, CFP® will discuss the issues facing mixed nationality couples where one spouse or partner is a U.S. citizen or green card holder and the other spouse or partner is a non-U.S. tax resident (aka “nonresident alien”). The major issues and considerations include legal vs. tax residency, tax treatment of non-U.S. citizens, situs of assets, source of income, and the consequences of being a U.S. tax resident. Participants will learn the two major decisions that such couples need to make while identifying various strategies they can use to mitigate income and estate tax liabilities.
Learning Objectives:
- Learn key definitions and concepts
- Understand the two major decisions that need to be made by such couples
- Gain various strategies that mixed nationality couples might use to mitigate income and estate tax liabilities from the U.S. side
Thank you for attending!
