Navigating International Financial Planning: Cross Border Case Study for U.S. Expatriates
This AICPA PFP Section webcast that breaks down financial, tax, and planning challenges facing U.S. citizens and foreign workers moving abroad.
Format
Webcast
Date
Mar 04, 2026
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1
Instructor
Ashley Murphy, Ryan Firth
Availability
3 months
Product Number
WC5195988
As global mobility increases, planners must navigate the evolving nuances of international tax and financial planning.
This AICPA PFP Section webcast will use an expatriate couple case study to discuss:
- Citizenship-based taxation
- Foreign residency rules
- PFICs
- Foreign retirement accounts
- Employment changes
- Treaty planning
The case study includes a “no-regrets” checklist for every stage of the move.
Additionally, you'll gain an understanding of:
- Cross-border tax compliance
- Investment strategies
- Flexible planning for globally mobile clients
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here
Key Topics
- U.S. citizenship-based taxation and its global impact
- Foreign residency and “Temporary Tax Resident” status
- PFIC rules and investment strategies for expatriates
- Foreign retirement accounts: U.S. tax treatment and reporting
- Managing U.S. tax-advantaged accounts (401(k), Roth IRA, HSA) abroad
- Currency exchange, cost basis reset, and documentation
- Employment, benefits, and “Permanent Establishment” risks
- Estate planning for cross-border families
Learning Outcomes
- Identify key cross-border tax and financial planning issues for U.S. citizens and resident aliens moving abroad.
- Identify the implications of U.S. citizenship-based taxation and foreign residency rules.
- Recognize the impact of PFICs, foreign retirement accounts, and U.S. tax-advantaged accounts in an international context.
- Apply a structured checklist to guide clients through predeparture, transition, and post-arrival planning.
- Determine employment, benefits, and estate planning considerations for expatriates.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
Group ordering for your team
2 to 5 registrants
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Start order6+ registrants
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US customers call 1-800-634-6780 (option 1)
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