A Personal Financial Specialist (PFS) is a Certified Public Accountant (CPA) who meets the financial planning requirements established by the American Institute of Certified Public Accountants (AICPA). The credential is awarded only to CPAs who demonstrate the requisite experience, education, examination, and ethical standards established by the AICPA. What are the requirements? In order to […]
I think they did a great job of explaining that the trend of people renouncing their US citizenship is about more than just taxes. Is renouncing U.S. citizenship financially favorable?
None of us is immune to the challenge of trying to understand the ever-changing tax picture that confronts U.S. Citizens living, working and investing domestically. The nuances and burdens of Alternative Minimum Tax, evolving State tax laws and the estate tax landscape in flux are all but examples of this phenomenon.
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IRS Claims on Non-Residents posted on March 4, 2019
Amsterdam Bowling Night – Client Appreciation Event posted on April 24, 2019
The Jet-Setting Retiree Life posted on July 29, 2019
Crazy for Real Estate posted on May 29, 2019
Worldview Recognized as One of Largest Money Managers in Oregon posted on July 12, 2019