A primer on international and cross border planning
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A primer on international and cross border planning

4 months ago · 25 min listen

With 30 million individuals living in the US who were born abroad and 8.7 million Americans living overseas in 180 countries, there’s a good chance you will be approached with cross border and international questions. In this episode of the PFP Section podcast, Global Financial Planning (GFP) Institute founder Ashley Murphy answers the following questions:

  • What prompted you to start the GFP Institute?

  • What do advisors need to know about international and cross border planning?

  • When do you need additional education or an expert on your team to address these issues?

  • What is unique about US citizens?

  • What are pitfalls to look out for in these engagements?

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/to access show notes with direct links.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

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