Business Administration Faculty Publications

Financial Planning Considerations for Americans Working Abroad

Document Type

Article

Publication Date

11-2018

Journal Title

Journal of Financial Service Professionals

ISSN

1537-1816

Volume

72

Issue

6

First Page

106

Last Page

112

Abstract

The global economy frequently provides opportunities for employees of U.S. organizations to live and work overseas. Providing financial and tax planning services to clients becomes complicated when U.S. citizens reside outside the United States. The financial professional needs to be aware of tax laws and other financial regulations that impose severe penalties for noncompliance. Organizations that employ these expatriates should also be aware of potential pitfalls so that they can caution their employees and direct them to professionals who can assist them. This article provides an overview of key issues encountered by U.S. expatriates.

Keywords

Financial management, asset management, financial leverage, financial planning, asset protection

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