How Well Do You Know Your Clients
Originally aired on December 16, 2009
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Discover and understand the complexity in multi-national families today and their propensity for outbound travel, immigration, employment, retirement in other countries, as well as inbound absorption into the United States landscape. In this web seminar, Martha Harris Myron CPA/PFS, CFP® will cover why this is serious and current topic; what you can do to anticipate these issues in your practice; how her firm works with these types of clients and an overview of the complexity that her firm encounters when resolving issues and helping the globally mobile client achieve their goals and planning equilibrium.
This seminar will be presented in a case study format covering the following:
- A Typical Domestic Client Situation
- Global Winds of Change - The Migratory Flow
- Geography of Risk
- Cross Border Planning Problems. Solutions are never Simple
- Traps for the Unwary: The Innocent Non-Complier, or Ugly American?