Leaving the U.S. – Financial planning tips and traps

Please join us for a web presentation focused on the unique personal finance considerations for a U.S. citizen or resident preparing to leave the U.S.

There is a large and growing community of successful families in the U.S. who are looking to move abroad. When U.S. citizens or permanent residents move away from the U.S., there are significant financial implications that must be considered. Sometimes, a family may contemplate expatriation from the U.S., but in most cases, they will continue to be U.S. citizens or tax residents with financial reporting requirements in both countries.

In this presentation, we will focus on four key areas:

1. Immigration and foreign visa programs, including the “Golden Visa” and special tax holidays

2. Cross-border tax planning, and foreign asset reporting back to the U.S.

3. Management of investment assets left behind in the U.S.

4. Estate planning and wealth transfer given exposure to inheritance system of multiple countries

About The Speakers

Libby Dawson is a Partner with Cerity Partners in the Washington, DC, metro area, leading client relationships where there is an international component. She has over 20 years of experience in financial services, working with institutions and high net worth families. She has lived all over the world – including Switzerland and Montreal, so she understands the unique benefits and challenges that go with a cross-border life.

Andrejs Pilajevs serves as a Principal at Cerity Partners, based in the Washington, DC, area where he leads client relationships that involve cross-border international elements. Andrejs is experienced in working with U.S. ex-pats, non-resident aliens (NRA), and mixed-nationality families with a global presence. With experience living overseas and holding multiple citizenships, Andrejs brings a personal insight into the intricacies of expatriate life.

About Cerity Partners

Cerity Partners is a leading, national independent financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. The firm's in-house experts of tax advisors, financial planners, investment professionals and retirement plan consultants are passionate about and committed to providing objective financial advice and oversight. Additional information can be found at www.ceritypartners.com.