Rules for Foreign Clients

Nuckolls, John
January 2014
Financial Planning;Jan2014, Vol. 44 Issue 1, p65
The article discusses how investment advisors can effectively assist non-U.S. citizens in their financial planning strategy. It cites how even foreigners who do not reside in the U.S. may be subjected to estate taxes if they maintain ownership of real estate assets and stocks in the country. The need for advisors to gain awareness of gift and estate tax regulations is noted. Topics also addressed include factors considered for estate tax exemption and necessity of estate planning to foreigners.


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