The Intricacies of Working with Cross-Border Clients

Opiela, Nancy
October 2001
Journal of Financial Planning;Oct2001, Vol. 14 Issue 10, p76
Academic Journal
Focuses on the management of cross-border financial planning in the United States. Comments from Brian Wruck, financial planner of the Transition Financial Advisor on the importance of advance planning; Specialties of Keat, Connelly & Associates firm on Canada-U.S. cross-border planning; Tax implications of persons with dual citizenship.


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