Cross-border financial planners often face complex estate and inheritance tax issues when advising clients with assets in multiple jurisdictions.

1 CFP® CE | Gain insight into the complexities of running a cross-border company where home office is outside the US.

1 CFP CE Credit | Brought to you by the International & Cross-Border Planning Knowledge Circle: Guest speaker Chaya Biskin-Sitko, Esq. will give insight into how having wills in multiple countries plays out post-mortem.

In this Knowledge Circle, guest speaker David Enquist will discuss: ​ - Insight into European Pensions & Retirement Plans. - Country Specific Foreign Pension Education (Switzerland, UK, & Sweden). - Inbound US Treatment of Foreign Pensions & Retirement Plans. - US Tax Treatment of Foreign Pensions & Retirement Plans at Time of Contribution & Distribution.

In this Knowledge Circle, guest speaker Paula Jones will discuss the estate planning implications for multinational clients.

Guest presenter John York willwill talk about important considerations regarding the 2023 Tax year filing for US persons living abroad.

Advisors, gear up for the upcoming Tax Season with Tax Expert Nicole Green, EA, MST.

In this session Virginia will be discussing the concerns for elderly family members that live far away from their loved ones and ways to safeguard their finances through the appropriate tax and estate planning.

Virginia La Torre Jeker, J.D. a renowned International US Tax Specialist will be addressing the most recent hot topics and developments that affect Americans living abroad and cross-border families.

Come and learn more about how a Residence-Based Taxation System and how it contrasts from the current US taxation arrangement of its citizens based on worldwide income.