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PFP1835 - Cross Border Planning

Jun 13, 2018 11:05am ‐ Jun 13, 2018 12:20pm

Standard: $49.00


In this session you will learn the most common issues planners face when working with income or assets from multiple countries. The session will address; 1) nonresident, noncitizen individuals with US income, 2) US resident individuals with assets in another country, and 3) US citizens living overseas. The primary learning objectives are to identify issues and know where to look for the answers. Additionally, you learn specifics of the FBAR and FATCA filing requirements and the options for a non-filer to get back into compliance.


  • Dale Walters, CPA, PFS, CFP, Senior Tax Manager, Wipfli/BeachFleischman
Tags: PFP

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