Thun Financial is now Creative Planning International.
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
France is, understandably, a popular work and retirement destination for American expats, particularly as income and estate tax treaties between the U.S. and France offer unique benefits to Americans living in France. Investing and financial planning considerations,...
Many Americans find that years spent abroad turn out to be the most financially rewarding of their lives.
Inheriting from the U.S. while Living Abroad: Gift or Gotcha? This article addresses a common but poorly understood U.S. expat scenario. What happens if someone in the U.S. dies and leaves me an inheritance while I am living abroad? Will I owe tax in the foreign...
In the age of the “digital nomad,” it has never been easier for Americans to start businesses while living outside the United States. But as long as the U.S. retains the principle of citizenship-based taxation, Americans abroad must pay special attention to the tax,...
Creative Planning International recognizes that there are many couples who are not heterosexual and/or heteronormative; however, in this article, we have chosen to use heterosexual terminology throughout because the husband/wife, she/her and he/him pairings allow for...
Roth conversions are one of the most useful tax planning tools available to U.S. taxpayers. Find out how expats can use them.
Peter Mallouk
President & CEO, Creative Planning
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021