Navigating International Financial Planning: Cross Border Case Study for U.S. Expatriates
March 4, 2026
Live Webcast
1 CPE Credit
Navigating International Financial Planning: Cross Border Case Study for U.S. Expatriates
As global mobility increases, planners must navigate the evolving nuances of international tax and financial planning. This AICPA PFP Section webcast will use an expatriate couple case study to discuss:
Citizenship-based taxation
Foreign residency rules
PFICs
Foreign retirement accounts
Employment changes
Treaty planning The case study includes a “no-regrets” checklist for every stage of the move. Additionally, you'll gain an understanding of:
Cross-border tax compliance
Investment strategies
Flexible planning for globally mobile clients
Learning Objectives
Identify key cross-border tax and financial planning issues for U.S. citizens and resident aliens moving abroad.
Identify the implications of U.S. citizenship-based taxation and foreign residency rules.
Recognize the impact of PFICs, foreign retirement accounts, and U.S. tax-advantaged accounts in an international context.
Apply a structured checklist to guide clients through predeparture, transition, and post-arrival planning.
Determine employment, benefits, and estate planning considerations for expatriates.
Major Topics
U.S. citizenship-based taxation and its global impact
Foreign residency and “Temporary Tax Resident” status
PFIC rules and investment strategies for expatriates
Foreign retirement accounts: U.S. tax treatment and reporting
Managing U.S. tax-advantaged accounts (401(k), Roth IRA, HSA) abroad
Currency exchange, cost basis reset, and documentation
Employment, benefits, and “Permanent Establishment” risks
Estate planning for cross-border families
CPE Credits Available
1 CPE Credit
1
Specialized Knowledge
Things to Know About This Course
Course Level
Intermediate
Professional Area of Focus
Future Ready
Prerequisites
Basic understanding of investment principles and knowledge of tax implications of holding investments in taxable accounts
Advanced Preparation
None
Intended Audience
Tax professionals who serve individual clients
CPA financial planners and other professional financial planners
Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
