Retirement Planning for Expatriates

  • Credits: 3
  • Format: Self-Study eBook
  • Field of Study: Accounting
  • Author/Speaker: Lanford Publishing
Available Formats:
Advanced Preparation: None
Experience Level: Overview
Program Prerequisites: General Understanding of Accounting
Course ID: LP-319
Published Date: © June 2020

This course helps CPAs advise clients who are potential expatriate retirees to prioritize their choices for their lifestyle in an adopted country—what’s vital to have in a home abroad, how to maximize income and minimize taxes, what possessions to take, and how to get them there, activities that help overcome culture shock, and even how to repatriate to the United States. This timely course assists retirees who plan to join the millions of Americans who live a great life abroad.

Topics include:
  • Who becomes an Expatriate, and Why
  • Differences between temporary Job Transfers and Self-Initiated Expatriation
  • Research and Planning
  • Cost of living
  • Healthcare

Learning Objectives:

After reading the course material, you will be able to:

  • Describe how an expat’s experiences of a locale differ from those of tourists.
  • Begin to prioritize what features drive the choice of an adopted country.
  • Note the types of tax planning involved in expatriating and subsequent tax reporting.
  • Compare financial expenses and resources available in the adopted country versus the United States.
  • Determine which types of property are preferable to bring to the adopted country or obtain after the move.
  • Be aware that success in repatriating requires financial and emotional preparation.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: