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Thun Financial and Reilly Financial Advisors are now Creative Planning International.

Expat Tax Strategies

Smart tax planning-based strategies to help you navigate taxes as an American abroad.

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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
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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.

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Minimize Taxes From Your Portfolio

No matter where you live, poor investment tax management can seriously hamper your long-term investment success. Portfolios with high turnover not only incur high commission and trading expenses but also trigger the taxation of capital gains earlier and at higher rates.

We seek to deploy stable, low-turnover portfolios that defer taxation and benefit from low long-term capital gains rates. These portfolios generally produce better after-tax returns than a fund that performs equally well on a pre-tax basis but has high turnover.

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.

Avoid Common Expat Tax Mistakes

At Creative Planning International, we help expats report foreign investment income, file tax treaty claims and navigate complex U.S. tax laws, such as the Foreign Account Tax Compliance Act (FATCA).

Our expat tax advisors can help ensure you’re in compliance with U.S. tax law — freeing up more time for you to enjoy the adventure of living abroad.

Why not give your wealth a second look?

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021

#1 Ranking

RIA Channel®’s List of Top 100 Wealth Managers (2020)*

$225 Billion

Combined assets under management & advisement as of December 31, 2021

Serving Americans abroad and cross-border families in more than 75 countries.