--- title: Cross-Border Tax and Wealth Planning for Americans Living Abroad | Cerity Partners & Bright!Tax description: Join Cerity Partners and BrightTax for a live webinar on managing cross-border wealth, tax, and reporting for globally mobile families and expats. --- ![Cerity Partners](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/logos/logo-black.png) × ![Bright!Tax](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/cross-border-tax-and-wealth-planning-for-americans-living-abroad/img/brighttax-logo.png) [Register Now](https://ceritypartners.zoom.us/webinar/register/3817846455886/WN_b_iK9qNISse_Jz3R_ViCpA#/) A Cerity Partners & Bright!Tax Webinar # Cross-Border Tax and Wealth Planning for *Americans Living Abroad* The unique tax compliance and financial planning challenges facing Americans living abroad — wherever in the world they call home. Date Nov 4, 2026 Time 12:00 PM CT -- Days : -- Hours : -- Minutes : -- Seconds [Register for the Webinar →](https://ceritypartners.zoom.us/webinar/register/3817846455886/WN_b_iK9qNISse_Jz3R_ViCpA#/) Presentation Summary ## Turning cross-border complexity into opportunity. Please join us for a web presentation focused on the unique tax compliance and financial planning challenges facing Americans living abroad, wherever in the world they call home. Whether you are a U.S. citizen navigating tax obligations from overseas, a dual national managing financial ties across two countries, or a family coordinating retirement, investment, and estate plans across multiple tax and legal systems, building a comprehensive financial plan as an American abroad requires careful coordination. When approached thoughtfully, these complexities can be turned into meaningful opportunities. In this presentation, we will walk through the key tax, compliance, and financial planning strategies to help you protect and grow your wealth as an American living abroad. We will cover how to minimize unnecessary tax exposure, navigate U.S. filing obligations, and structure your retirement and investment accounts to work effectively across jurisdictions. What We'll Cover ![Cerity Partners](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/logos/logo-white.png) Cross-Border Financial & Wealth Planning - **Overview** — navigating the cross-border financial planning landscape for high-net-worth Americans living abroad. - **Jurisdictional diversification** — what it means, and why more high-net-worth U.S. families are choosing to hold assets and manage wealth across multiple countries, plus the planning steps that matter most before and after a move. - **Account access and portability** — what happens to U.S. brokerage, retirement, and bank accounts when a client moves overseas. - **Retirement accounts across borders** — 401(k), IRA, and Roth treatment under foreign tax law and applicable bilateral tax treaties. - **Currency risk and cash flow** — managing multi-currency exposure and coordinating cash flow across jurisdictions. - **Building a coordinated advisory team** — structuring an integrated U.S. and local advisory team to serve internationally mobile families effectively. ![Bright!Tax](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/cross-border-tax-and-wealth-planning-for-americans-living-abroad/img/brighttax-logo-white.png) U.S. Expat Tax Compliance - **U.S. tax filing obligations for Americans abroad** — an overview of filing requirements, FBAR, and FATCA for Americans living overseas. - **Foreign tax credit & foreign earned income exclusion** — the mechanics of each regime and how to determine which applies to your situation. - **Retirement account considerations** — foreign pension treatment, totalization agreements, and applicable treaty positions. - **Common compliance pitfalls** — the most frequent mistakes in U.S. expat tax filings and how to avoid them. - **Real estate & investment income abroad** — U.S. tax treatment of foreign property purchases, rental income, and capital gains on overseas real estate. - **Business interests abroad** — U.S. reporting and tax obligations for Americans who own or operate a business overseas, including controlled foreign corporation rules and self-employment considerations. ## Featured Speakers ![Andrew Fisher](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/cross-border-tax-and-wealth-planning-for-americans-living-abroad/img/andrew-fisher.webp) Partner, Cross-Border Planning Practice Leader Cerity Partners ### Andrew Fisher, CPA, CFA Andrew is a Partner at Cerity Partners in San Francisco and the firm's practice leader for Cross-Border Planning. He specializes in advising internationally oriented families and is the author of *The Cross-Border Family Wealth Guide*. [View LinkedIn profile](https://www.linkedin.com/in/andrewfisher2/) ![Andrejs Pilajevs](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/cross-border-tax-and-wealth-planning-for-americans-living-abroad/img/andrejs-pilajevs.png) Senior Principal & International Wealth Advisor Cerity Partners ### Andrejs Pilajevs, CFP®, MSFP Andrejs is a Senior Principal at Cerity Partners based in the Washington, DC area, where he leads client relationships involving cross-border international elements. With experience living overseas and holding multiple citizenships, Andrejs brings personal insight into the intricacies of expatriate financial planning. [View LinkedIn profile](https://www.linkedin.com/in/andrejs-pilajevs-085b42b9/) ![Katelynn Minott](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/cross-border-tax-and-wealth-planning-for-americans-living-abroad/img/katelynn-minott.png) Chief Executive Officer Bright!Tax ### Katelynn Minott, CPA CEO of Bright!Tax with 13 years in U.S. expat taxation — FEIE, Foreign Tax Credit, FBAR, FATCA, and expatriation planning across dozens of countries. A former expatriate herself (10 years in Chile and Brazil), she has been featured by Bloomberg Tax and Fast Company. [View LinkedIn profile](https://www.linkedin.com/in/katelynnminott/) About the Firms ![Cerity Partners](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/logos/logo-black.png) Cerity Partners is a leading national independent financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from offices across the country. The firm's in-house team of tax advisors, financial planners, investment professionals, and retirement plan consultants is committed to providing objective financial advice and oversight. [ceritypartners.com →](https://ceritypartners.com/practice/ca3261/) ![Bright!Tax](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/cross-border-tax-and-wealth-planning-for-americans-living-abroad/img/brighttax-logo.png) Bright!Tax is a leading U.S. expat tax services firm specializing in U.S. federal tax compliance for American citizens and green card holders living abroad. The firm's team of expert CPAs delivers accurate, technology-driven tax preparation and advisory services to clients in more than 190 countries, with deep expertise in FBAR, FATCA, foreign tax credits, PFIC compliance, and expatriation planning. [brighttax.com →](https://brighttax.com) Reserve Your Place ## Plan across borders with *confidence.* Join Cerity Partners and Bright!Tax for a practical, strategy-focused session on protecting and growing your wealth as an American living abroad. [Register for the Webinar →](https://ceritypartners.zoom.us/webinar/register/3817846455886/WN_b_iK9qNISse_Jz3R_ViCpA#/) Please read important disclosures [here.](https://ceritypartners.com/disclosures/) ![Cerity Partners](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/logos/logo-white.png) © 2026 Cerity Partners LLC. This material is provided for informational purposes only and does not constitute tax, legal, or investment advice. Cerity Partners LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Past performance does not guarantee future results. × A Cerity Partners & Bright!Tax Webinar ### Register for *the webinar* First Name \* Last Name \* Email Address \* Are you filing tax returns in more than one country? If so, what countries? What tax compliance and tax planning questions do you find the most challenging? Do you currently work with a tax advisor? If so, in what country? Do you currently work with a wealth advisor? If so, in what country? Information you provide when registering will be shared with the account owner and host and can be used and shared by them in accordance with their [Terms and Privacy Policy](https://ceritypartners.com/disclosures/). Register ✓ #### You're registered. Thank you — we'll send your webinar access details by email.