Announcements:


US Expat Investing Webinar: Case Studies in Financial Planning for Mixed Nationality Couples
Wed, Jan 22, 2020 7:00 AM CST

Stanton Farmer, CFP®of Thun Financial addresses the special planning and investing issues that affect couples where one spouse is a US person and one is not. Issues covered include:

  • Income tax and U.S. tax filing status decisions
  • Immigration and tax residency – to be, or not to be, U.S. taxable
  • Wealth sharing/property ownership strategies when tax exposures differ
  • Estate Planning and Gifting – wealth transfer and special tax considerations facing mixed nationality couples
The discussion will be relevant for couples inside as well as outside the U.S.

U.S. Citizen and Long Term Resident Expatriation: Look Before You Leap (2019)

Thun Financial's newest article by R. Stanton Farmer, CFP®on the strategic financial issues facing U.S. citizens and long-term residents* when they expatriate or abandon their green card.

* Green card holder for 8 years in any 15-year period


Whether advising Americans abroad or expats in the United States, we provide an integrated service that encompasses:

American Expat Investment Guide

Download American Expat Investment Guide

This report identifies key issues that confront almost all expatriate Americans when it comes to investing and managing their finances.

Topics addressed include:

  • Where to maintain banking and investment accounts
  • Currency exposure and global investing
  • Implications of FATCA (Foreign Account Tax Compliance Act)
  • Portfolio construction
  • Retirement planning
  • Cross-border families
  • Finding the right investment advice

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