CalCPA Sacramento – Estate and Financial Planning Committee
Andrew Fisher will present to the CalCPA Sacramento’s Estate and Financial Planning Committee on the topic of wealth management for cross-border professionals (foreign nationals and American expatriates). The goal of this presentation is to provide an overview of the cross border demographic, then to examine in detail the most common financial challenges this group faces.
Due to the ever increasing globalization of business, there is a large and growing demographic of international and cross border professionals who have a connection in some way to the United States. These people, whether they are foreign citizens living in the U.S., American expatriates, or non-resident aliens with assets in the U.S., have complicated financial affairs, and they often have nowhere to turn for advice on important financial questions.