Topics

Browse the hub by subject. Each topic gathers the articles, resources and professionals that relate to it.

Moving, returning, and the financial order of operations when your life changes countries.

Retirement accounts, brokerage rules, currency and what each country thinks of the other’s products.

Dual filing, treaty relief, withholding, and the forms that carry large penalties when missed.

Residency tests, reporting thresholds and the rule changes that affect dual-country households.

Buying, holding, renting and selling property on the other side of the border.

Visas, permanent residency, citizenship, snowbird day counts and what each status means for money.

Wills, trusts, probate and estate tax when heirs and assets sit in two countries.

Commentary from practitioners on trends, policy and the practice of cross-border advice.