Financial Complexities Expats Face _ presentation


Download the presentation from the seminar held on September 26 on: Financial Complexities Expats Face drived by Gabrielle Reilly, Jason Watters & Frank Reilly of Reilly Financial Advisors. Read more...


Please download the presentation withmore info HERE

Structure of the seminar:

Home Country Tax Issues:
o    Expat tax situations
o    Other countries vs. USA requirements for citizens
o    USA Foreign Tax Exclusion
o    USA Foreign Tax Credit

Investment Options in USA or in USD for investors abroad
o    Mutual Fund Laws
o    FATCA reporting
o    FBAR reporting
o    Using foreign addresses on bank and investment accounts
o    The future of investing abroad
o    Advocacy

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