Speaker, "When Clients Retire Overseas: An Overview of Tax and Legal Considerations," BBA

September 2016

Many U.S. citizens and residents dream of retiring abroad to an exotic locale or to a destination where current lifestyles may be maintained on a budget. Often, however, they are unprepared for complications which may affect their U.S. tax reporting obligations, estate planning goals, access to financial services and family relationships. This program will provide an important overview on the various tax, legal and financial practicalities retirees moving abroad should consider.