--- title: Tax and Wealth Planning for International Entrepreneurs | Cerity Partners & PP&Co description: Join Cerity Partners and PP&Co for a live webinar on tax, entity structuring, and cross-border wealth planning for foreign founders building companies in the United States. --- ![Cerity Partners](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/logos/logo-black.png) × ![PP&Co](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/tax-wealth-international-entrepreneurs-ppco/img/ppco-logo.png) [Register Now](https://ceritypartners.zoom.us/webinar/register/5417876229390/WN_V19bS0VxR6CsQevI9ZNouA) A Cerity Partners & PP&Co Webinar # Tax and Wealth Planning for *International Entrepreneurs* The tax, entity structuring, and wealth planning strategies that matter most for foreign founders building companies in the United States — whether you have recently arrived or are planning your move. Date Nov 11, 2026 Time 12:00 PM PT \-- Days : \-- Hours : \-- Minutes : \-- Seconds [Register for the Webinar →](https://ceritypartners.zoom.us/webinar/register/5417876229390/WN_V19bS0VxR6CsQevI9ZNouA) Presentation Summary ## Building a company across borders — and a plan to match. Please join us for a joint webinar presented by Cerity Partners and PP&Co, focused on the tax planning and wealth management strategies that matter most to foreign founders and entrepreneurs who have recently arrived in the United States, or who are planning a move. A growing number of international entrepreneurs are building companies that require a presence in the U.S., often as part of a broader wave of founders drawn by access to U.S. investment capital and market opportunity. For these individuals, the transition brings a distinct set of tax, entity structuring, and wealth planning questions that differ meaningfully from those facing a typical relocating family. This webinar brings together leading experts in international tax structuring and cross-border wealth management to walk through the planning considerations that matter most once a founder has arrived, along with the steps worth taking in advance of a move. What We'll Cover ![Cerity Partners](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/logos/logo-white.png) Cross-Border Wealth Management - **Concentrated equity & liquidity** — managing concentrated equity positions and planning for liquidity around an exercise, sale, or exit event. - **Worldwide investment strategy** — jurisdictional diversification and avoiding common foreign investment tax traps, such as PFICs. - **Navigating U.S. tax residency** — cross-border planning, tax, and wealth management for founders moving into, and away from, U.S. tax residency. - **Estate & wealth transfer** — planning for internationally mobile entrepreneurs and their families across multiple jurisdictions. ![PP&Co](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/tax-wealth-international-entrepreneurs-ppco/img/ppco-logo-white.png) International Tax & Entity Structuring - **Choice of entity** — for founders and startups, including C corporation, S corporation, LLC, and partnership structures. - **QSBS planning** — including the OBBBA changes to gross asset limits, holding periods, and gain exclusion caps. - **Founder equity planning** — including 83(b) elections and their tax impact. - **Pre-immigration tax planning** — U.S. income, gift, and estate tax residency rules, and strategies that are only effective if implemented in advance of becoming a U.S. tax resident. - **Cross-border reporting** — obligations for founders and their companies, including foreign asset disclosure and foreign business interests. ## Featured Speakers ![Andrew Fisher](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/tax-wealth-international-entrepreneurs-ppco/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/tax-wealth-international-entrepreneurs-ppco/img/andrejs-pilajevs.png) Senior Principal & International Wealth Advisor Cerity Partners ### Andrejs Pilajevs, CFP®, MSFP Andrejs is a Senior Principal and International Wealth Advisor at Cerity Partners, based in the Washington, DC area. He works with ultra-high-net-worth families with global footprints, guiding them through cross-border tax planning, pre-move planning, and multi-jurisdictional trust and estate structuring. [View LinkedIn profile](https://www.linkedin.com/in/andrejs-pilajevs-085b42b9/) ![Jie Zhu](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/tax-wealth-international-entrepreneurs-ppco/img/jie-zhu.jpg) International Tax Partner PP&Co ### Jie Zhu, CPA/PFS Jie is an International Tax Partner at PP&Co with 25 years of experience in international tax consulting for immigrant families and entrepreneurs, from pre-Green Card planning through long-term asset structuring. She holds the AICPA, CalCPA, and STEP designations and was named a 2026 AAPI Business Leader by the Silicon Valley Business Journal. [View LinkedIn profile](https://www.linkedin.com/in/jiezhucpa/) ![Chandrika Kadur](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/tax-wealth-international-entrepreneurs-ppco/img/chandrika-kadur.jpg) Tax Senior Manager, International Tax Group PP&Co ### Chandrika Kadur, CPA Chandrika is a Tax Senior Manager and a member of PP&Co's International Tax Group. Her work spans inbound and outbound tax planning, estate and gift tax planning, pre-immigration tax planning, and foreign financial asset reporting for high-net-worth individuals and businesses. She is a member of the AICPA, CalCPA, and the Institute of Chartered Accountants of India. [View LinkedIn profile](https://www.linkedin.com/in/chandrika-kadur-6a262635/) 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 nonprofit organizations. The firm provides objective, integrated advice across financial planning, tax, investments, and retirement. [ceritypartners.com →](https://ceritypartners.com/practice/ca3261/) ![PP&Co](https://webinar.ceritypartners.com/hubfs/andy-jnr/landing-pages/tax-wealth-international-entrepreneurs-ppco/img/ppco-logo.png) PP&Co is an international tax and accounting firm serving founders, entrepreneurs, and their businesses, with particular depth in pre-immigration tax planning, EB-5 investor tax, and cross-border founder and startup taxation. PP&Co is a member of PrimeGlobal, a worldwide association of independent accounting firms. [ppandco.com →](https://www.ppandco.com) Reserve Your Place ## Plan across borders with *confidence.* Join Cerity Partners and PP&Co for a practical, strategy-focused session on the tax and wealth planning that matters most for international entrepreneurs building in the United States. [Register for the Webinar →](https://ceritypartners.zoom.us/webinar/register/5417876229390/WN_V19bS0VxR6CsQevI9ZNouA) 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.