The Multinationals

Grote, Jim
September 2009
Financial Planning;Sep2009, Vol. 39 Issue 9, p49
The article discusses what financial planners have to be aware of when doing cross-border planning. Cross-border planning involves the technical aspects of immigration, taxes, investments, insurance, and others that financial handlers deal with for American clients living in foreign countries. According to cross border planner Jennifer Patterson, planners must be very familiar with a foreign government's tax codes and tax treaties and must be vigilant for taxation triggers.


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