CLEVER CHAT - The Importance of Integrated Cross-border Planning
Thu, Jan 18
|Virtual Discussion: Teams Webinar
Nicholas Meyer of Estate Stewards will discuss how not having a proper integrated plan in place for a cross-border move can lead to not only unexpected tax surprises, but also legal, financial and regulatory issues for even the simplest of assets.
Time & Location
Jan 18, 2024, 12:30 p.m. – 2:00 p.m. EST
Virtual Discussion: Teams Webinar
About the event
In this “fireside”- style clever chat, Laura and Nicholas will discuss how not having a proper integrated plan in place for a cross-border move can lead to not only unexpected tax surprises, but also legal, financial and regulatory issues for even the simplest of assets.
We will chat about how to identify these issues, using several examples of previous clients with global assets and discuss how you can add value to your client relationship using a multi-advisor collaborative approach.
Tickets
CLEVER CHAT: INTEGRATED PLAN
Building an integrated cross-border plan with a collaborative approach
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