Navigating the Expat Tax & Financial Maze [Boundless Circle] (Feb. 26)
Join our next Boundless Circle!
Our community is the heart of Boundless Life. We love seeing our family grow through shared wisdom and mutual support.
We are thrilled to announce that our upcoming session on Navigating the Expat Tax & Financial Maze will be led by Jimmy Miller.
Living internationally often means navigating more than one financial and tax system—sometimes without even realizing it. In this one-hour introductory session, Jimmy will cover the essential topics globally mobile families encounter, including:
U.S. Tax Obligations: Understanding your requirements while living abroad.
The "Tax Time Bombs": What PFICs are and why they matter for your investments.
Investing as an Expat: How major life moves like relocating or returning to the U.S. impact your wealth.
Strategic Planning: Lawful strategies to reduce unnecessary U.S. tax exposure, drawn from the insights of Divorce the IRS.
Whether you are relocating, owning assets overseas, or just trying to get your bearings, this session provides clarity and a practical starting point. No prior financial or tax knowledge is required.
Location: Boundless EC Lounge
Transportation: N/A || Meeting Time: 2:00 pm (before pick-up)
Want to lead a future session? We are always looking for new hosts! If you have a topic you're passionate about, please register your interest at the link below.
[CLICK HERE TO REGISTER AS A HOST]
Once registered, please drop a message in your family channel with your topic so our team can spread the word and build excitement.
We look forward to gathering with you for coffee, connection, and inspiring conversations. Let’s keep building this incredible community, together!
Join our next Boundless Circle!
Our community is the heart of Boundless Life. We love seeing our family grow through shared wisdom and mutual support.
We are thrilled to announce that our upcoming session on Navigating the Expat Tax & Financial Maze will be led by Jimmy Miller.
Living internationally often means navigating more than one financial and tax system—sometimes without even realizing it. In this one-hour introductory session, Jimmy will cover the essential topics globally mobile families encounter, including:
U.S. Tax Obligations: Understanding your requirements while living abroad.
The "Tax Time Bombs": What PFICs are and why they matter for your investments.
Investing as an Expat: How major life moves like relocating or returning to the U.S. impact your wealth.
Strategic Planning: Lawful strategies to reduce unnecessary U.S. tax exposure, drawn from the insights of Divorce the IRS.
Whether you are relocating, owning assets overseas, or just trying to get your bearings, this session provides clarity and a practical starting point. No prior financial or tax knowledge is required.
Location: Boundless EC Lounge
Transportation: N/A || Meeting Time: 2:00 pm (before pick-up)
Want to lead a future session? We are always looking for new hosts! If you have a topic you're passionate about, please register your interest at the link below.
[CLICK HERE TO REGISTER AS A HOST]
Once registered, please drop a message in your family channel with your topic so our team can spread the word and build excitement.
We look forward to gathering with you for coffee, connection, and inspiring conversations. Let’s keep building this incredible community, together!