With remote work on the rise, many digital nomads and international families split their time across countries, navigating complex tax laws and residency rules. In this episode of Gimme Some Truth, we explore common tax pitfalls of global living, why the "183-day rule" might not provide full protection, and essential insights for those balancing lives across borders. Tune in to learn how to plan effectively, reduce tax surprises, and make the most of a cross-border lifestyle.

Much is changing in the world of U.S. Estate Planning with regards to the possible sunsetting of the increased estate exemption in the United States in 2025. In this podcast, the International Team at Walkner Condon discuss how these possible changes will effect American expats and how they plan for their children: given the lower estate exemption amounts in many European countries, these may not have a major effect, but can for those in other jurisdictions with no estate tax.

David Luzon from Barclay Damon joins the Walkner Condon team to discuss estate planning issues affecting US expats and cross-border families. Topics covered include probate jurisdiction, wills, inheritance/estate tax, transfer certificates, and other practical planning considerations expats need to be aware of.

In this episode of Gimme Some Truth, Syl, Keith and Stan discuss the importance of international allocation in portfolios. Despite years of US outperformance, international markets remain a pillar of a well diversified allocation, in both equity and fixed income. In this discussion, we share insight and look at index data to help investors with their own international allocation decisions.

This Gimme Some Truth episode explores the nuances of Roth conversion strategies for Americans abroad. For most Americans, the decision to roll over a Roth IRA is governed by the calculus of US Tax Rates and their age. However, many foreign countries either treat the Roth IRA like a traditional brokerage account or a traditional IRA. Therefore, Americans living abroad (or thinking about it) should proceed carefully and fully analyze how their prospective destination(s) will treat Roth IRAs and their withdrawals.

In this installment of Gimme Some Truth, Keith, Stan and Syl discuss how residing abroad can effect one of the most common decisions US investors make - rolling over their employer-sponsored retirement plan (401k, 403b, TSPP) to an IRA. While this decision is frequently presented as a "no brainer" for Americans in the US, the various tax treaties the US has with foreign countries frequently render this decision more complicated for Americans residing or thinking about residing abroad as certain countries will tax different types of plans differently.

Syl and Clint discuss the domestic and international stock and bond markets, reviewing the second quarter of 2024 and touch on some themes for the rest of the year. Syl is seeing a few more headwinds for the remainder of the year, and both Syl and Clint are a bit skeptical that this recent stock market rally will persist.

Clint and Stan share practical advice on navigating the financial complexities of a blended family in our newest podcast episode. #BlendedFamilyTips #finance