Andrew Fisher, CPA, CFA, has had a long-held passion for international travel, culture, and business. He has made it his career to weave this together with his interest in finance. For twenty years he has been serving his private wealth clients in the niche of cross-border planning. He currently focuses on the community of foreign-born citizens who have moved to the US. In this episode of the PFP Section podcast, Andrew shares highlights of the six financial challenges to be aware of as you serve these clients.
Optimal tax planning
US immigration milestones
Planning for cross border retirement
Global estate planning
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Join Andrew at the upcoming AICPA Personal Financial Planning Summit as he leads a panel discussion on the benefits of having a niche. Register by October 31st to receive the lowest pricing. PFP/PFS members receive an additional discount.
Read Andrew’s insights on cross-border planning tax complexities.
Listen to a primer on international and cross border planning.
Get ideas for how to support clients with international and cross border questions.
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.
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