Financial Complexities Expats Face _ presentation
Description
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...
About
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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