Description
Gerry Scott chats with David Luzon, Partner at Barclay Damon LLP. David is a trust and estate and wealth planning attorney with over 25 years of experience. David advises on asset-protection planning, dynasty-trust planning, and elder law. He counsels clients in estate, gift, generation-skipping transfer, income-tax, and Medicaid- and retirement-benefits planning; charitable-giving techniques; and guardianship matters.
Moving abroad can be an exciting adventure, but it also comes with complex financial and tax implications. In this episode, we sit down with Franceska Pimentel, an international tax expert, to explore the critical considerations for individuals relocating overseas. From understanding double...
Published 11/22/24
Can living abroad come with unexpected tax consequences? Snowbirds Expat Radio host Gerry Scott sits down with Mike Wallace from Greenback Tax to tackle the complexities of U.S. expat taxes. Mike dives deep into tax treaties, highlighting the benefits and pitfalls that U.S. expats face when...
Published 11/13/24