Making sense of 401(k)’s, foreign pensions, and international taxes
We were invited by the Tek Global Mobility and HR team to present to their international workforce on cross-border retirement and wealth planning.
In this presentation to cross-border estate planning attorneys, Andrew Fisher and Philipp Muedder led an interactive discussion about common retirement planning issues.
Mr. Fisher hosted this event
David Colvin attended this event.
Andrew Fisher presented on the trend toward localized expat assignments and the unique tax and financial planning issues that go with it. Held at the midtown offices of KPMG for the NY Chapter of Forum for Expatriate Management (FEM).
Andrew Fisher presented at the Families in Global Transition Conference.
About Our Blog
Welcome to the USA and all Her Tax Complexities posted on May 7, 2018
Time for a rethink on U.S. dollar exposure? posted on June 5, 2018
Retirees May Be Forced To Own More Stocks Than In The Past posted on August 8, 2018
9th Annual San Francisco Planning Day posted on November 12, 2018
IRS Claims on Non-Residents posted on March 4, 2019