Financial Planning Considerations for Americans Working Abroad
Journal of Financial Service Professionals
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.
Financial management, asset management, financial leverage, financial planning, asset protection
Ragle, William F. and Schloemer, Paul G., "Financial Planning Considerations for Americans Working Abroad" (2018). Business Administration Faculty Publications. 170.