Thun Financial and Reilly Financial Advisors are now Creative Planning International.
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
Smart Year-End Tax Planning Moves for U.S. Expats Living Abroad American expats face unique financial challenges, especially when it comes to tax planning. If you don’t stay on top of your finances, you may end up paying a premium when it comes time to file your...
How U.S. Taxation Can Impact Foreign Nationals The U.S. doesn’t only tax its citizens and residents; it’s important to understand that U.S. income tax can be levied even on those whose visas don’t allow them to stay in the U.S. permanently. If you’re a foreign...
5 Important Investing Tips for U.S. Expats A move overseas shouldn’t derail your investment strategy, but there are a few important financial moves you need to make before you leave the United States. Move #1 – Diversify your portfolio. Many Americans living overseas...
Navigating Taxes as an American Living Overseas Many Americans who move abroad are surprised at how complex their tax filings become. While filing as a U.S. citizen living in the United States can be confusing enough, the difficulties multiply exponentially once you...
What You Should Know About State Taxes and Residency While Living Abroad Regardless of where they reside, U.S. citizens and green-card holders living outside the United States are subject to U.S. income tax on their worldwide income. However, it’s rare that U.S....
Facts to Help You Navigate U.S. Expat Tax Challenges There is often significant confusion among U.S. expats when it comes to investing and paying taxes while living abroad. And it’s no wonder, as misconceptions and misinformation over complex international tax matters...
Peter Mallouk
President & CEO, Creative Planning
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2022