Retirement Planning for Expatriates of Costa Rica

  • Credits: 3
  • Format: Self-Study eBook
  • Field of Study: Accounting
  • Author/Speaker: Landford Publishing
Available Formats:
Advanced Preparation: None
Experience Level: Overview
Program Prerequisites: General Understanding of Accounting
Course ID: LP-321
Published Date: © June 2020

This course helps CPAs advise clients who are potential expatriate retirees to prioritize their choices for their lifestyle in Costa Rica—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?
  • Doing the Research and Planning
  • Top Factors in Choosing the Best New Home
  • Finances, Benefits, and Taxation
  • Tradeoffs of U.S. and Foreign Tax Systems

Learning Objectives:

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

  • Recognize how an expat’s experiences of a locale differ from those of tourists;
  • Recognize the unique environmental and cultural features of Costa Rica;
  • Identify types of priorities that drive the choice of an adopted country;
  • Identify the types of tax planning involved in expatriating and subsequent tax reporting;
  • Recognize financial expenses and resources available in Costa Rica versus the United States;
  • Identify which types of property are preferable to bring to the adopted country or obtain after the move; and
  • Recognize 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: