Minimize Your Tax Burden and Maximize Your Potential Returns
Tax laws vary from country to country, making it difficult for Americans abroad to develop an effective expat tax strategy.
At Creative Planning International, your wealth manager optimizes your financial plan and investment portfolio to keep taxes to a minimum while staying compliant with relevant tax laws.
Integrating International Tax Strategies With Your Custom Portfolio and Plan
- Cross-Border Tax Planning
- Tax-Optimized Portfolios
- Retirement Planning
- Tax Compliance
Proactive Tax Planning Strategies
Tax laws are complicated, constantly moving targets, especially when you factor in cross-border planning strategies. That’s why we employ wealth managers with deep experience navigating international tax legislation.
We integrate custom tax guidance with your financial plan and portfolio. Every decision we make on your behalf takes into consideration any potential tax implications. This approach helps ensure all aspects of your financial life are working together to help you make the most of your wealth.

4 Financial Actions U.S. Expats Should Take Before 2023
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...

4 Ways Foreign Nationals Can be Taxed in the U.S.
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...

Smart Cross-Border Investing Moves Every Expat Should Make
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...


Make the Most of Your Retirement Savings
Americans working abroad must proactively learn how to employ IRAs, Roth IRAs and SEPs in parallel to retirement accounts in their country of residence to round out their long-term financial plan for retirement.
We help expats optimize the tax advantages of these accounts by understanding the tax treatment of each in their country of residence, then strategically allocating investments among taxable, tax-deferred and tax-exempt accounts.
