Daniel Tostado, born and raised in California, is a French immigration attorney.

In this session brought to you by the International & Cross-Border Planning Knowledge Circle, Henley & Partners will share highlights from the Private Wealth Migration Report, explore what’s driving the Great Wealth Flight, and reveal where millionaires are moving to - and what it means for advisors and investors.

Brought to you by the International & Cross-Border Planning Knowledge Circle: In this mobile society, clients don’t always stay put.

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.