U.S. Tax Reform 2018: Implications and Planning for U.S. Expats

With the passage of tax reform in the United States, Thun Financial hosted a webinar for clients and prospective clients alike. This webinar analyzes the changes to the U.S. tax code from a financial and tax planning perspective. This discussion includes immediate actions that can take place in the remaining days of 2017 along with an overview of how the bill will affect financial planning for Americans (both inside and outside of the United States) over the long term.


Several Topics Included Are:

  • Changes in deductibility and impact on itemization decision
  • Tax payment strategies at the state and federal level
  • Estate tax changes and implications for Americans and Non-resident Aliens
  • Investment strategy changes
  • Expat considerations


Tax Reform Webinar