An event in appreciation of our clients
The German American Business Association of California (GABA) invited us to discuss coordinating 401(k)’s, stock options, and foreign pensions for a global retirement. We were thrilled to have a full house for this event and a terrific amount of audience involvement.
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
IRS Claims on Non-Residents posted on March 4, 2019
Amsterdam Bowling Night – Client Appreciation Event posted on April 24, 2019
Crazy for Real Estate posted on May 29, 2019
The Jet-Setting Retiree Life posted on July 29, 2019
Worldview Recognized as One of Largest Money Managers in Oregon posted on July 12, 2019