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Financial Planning Considerations of Mixed Nationality Couples
Course Information
Content Level: Advanced
NAPFA Subject Area: A-Financial Planning Process
Course Description

In this session, Dr. Matt J. Goren, CFP® will discuss the issues facing mixed nationality couples where one spouse or partner is a U.S. citizen or green card holder and the other spouse or partner is a non-U.S. tax resident (aka “nonresident alien”). The major issues and considerations include legal vs. tax residency, tax treatment of non-U.S. citizens, situs of assets, source of income, and the consequences of being a U.S. tax resident. Participants will learn the two major decisions that such couples need to make while identifying various strategies they can use to mitigate income and estate tax liabilities.

Learning Objectives
  1. Learn key definitions and concepts
  2. Understand the two major decisions that need to be made by such couples
  3. Gain various strategies that mixed nationality couples might use to mitigate income and estate tax liabilities from the U.S. side

Dr. Matt Goren, CFP®

Dr. Matt J. Goren, CFP® is the Director of Knowledge for Practice in the CFP Board's Center for Financial Planning. He oversees initiatives that facilitate an increase in the number and diversity of financial planning faculty as well as initiatives to disseminate research on best practices to practitioners. Formerly the Director of Curriculum at GFP Institute and the Director of the CFP Certification Education Program at The American College of Financial Services, he has created and taught courses on topics ranging from investments to cultural psychology and statistics.

Goren has appeared in numerous media outlets, including NPR, Kiplinger, USA Today, and Goren lives in Chicago, IL and is a regular world traveler and news junky.

Availability: Retired
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
No Credit Offered
Contains: 2 Courses
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