International Tax Planning

Effective tax planning-based strategies to optimize your financial plan as an American abroad.

Experience Tax-Efficient Wealth Management

At Creative Planning International, your wealth manager works with our cross-border financial planners, supported by a wide array of resources across the organization, to optimize your financial plan and investment portfolio, keeping taxes to a minimum while helping you remain compliant with international tax laws.

Our integrated approach ensures that no matter where your next journey takes you, you can rest easy knowing your portfolio has an optimized and current tax strategy to meet your changing needs.

Integrating International Tax Strategies With Your Custom Portfolio and Plan

Cross-Border Tax Strategies

Tax-Optimized Portfolios

Retirement Planning

Tax Compliance


Proactive Tax Planning Strategies

Tax laws are complicated and constantly changing — and this is especially true when you factor in cross-border planning strategies. That’s why we employ wealth managers with deep experience navigating international tax legislation.

Every investment decision we make on your behalf takes into consideration the potential tax implications. This method ensures all aspects of your financial life are working together to help you make the most of your wealth.

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Reduce Your Portfolio’s Tax Burden

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.

Save for the Retirement of Your Dreams

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.

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Avoid Common Expat Tax Mistakes

At Creative Planning International, we guide expats on the reporting of foreign investment income, where they might benefit from tax treaty claims and how to navigate complex U.S. tax laws, such as the Foreign Account Tax Compliance Act (FATCA).

Our expat tax advisors can help ensure you’re investing efficiently — freeing up more time for you to enjoy the adventure of living abroad.

Ready to Get Started?

If your household has more than $500,000 in investable assets, we'd love to talk about next steps.
Schedule a free, no-obligation meeting with our team today.


We work with households having a minimum of $500,000 in investable assets.