Estate Planning

What Is a CPA Personal Financial Specialist?

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 […]

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Fisher Interviewed by Investment News: Is renouncing U.S. citizenship financially favorable?
Investment News

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?

The World of Estate Planning for US Expatriates
Estate Planning

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.

  • Our experts share their latest research, experiences and how to increase financial intelligence to make confident, enlightened decisions.