How to support clients with international and cross border questions {PFP Section}

International and cross border financial implications are extremely complex. This is an area that likely requires speaking with other knowledgeable advisors before giving your clients recommendations and advice. In this episode of the PFP Section podcast, Global Financial Planning Institute Founder, Ashley Murphy, answers the following questions:

• What are the operational challenges facing advisors working with these types of clients?
• How does international planning differ from cross border planning?
• What financial issues are involved in each phase of the expat move?
• Where can financial planners go to get the help they need with these client questions?

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

• Listen to the first episode in this series.
• Increase your knowledge in U.S. international tax with the AICPA certificate.
• Visit the GFP Institute to find referral sources or to pursue additional education.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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