Equity Granted: An Executive Chat

Tax Planning for The Expat Executive – A Conversation with Partner at Vialto Partners Rob Cinberg

June 30, 2022 SFG Wealth Planning
Equity Granted: An Executive Chat
Tax Planning for The Expat Executive – A Conversation with Partner at Vialto Partners Rob Cinberg
Show Notes

Are you a public company executive who is either on assignment to the US or elsewhere in the world? If so, how do international taxes impact your personal situation? What are your mobility tax considerations should your location be either short or long term? What is “tax equalization” and how does it actually work? Are there other filings required of me as a non-US executive, such as the FBAR or form 8938? In this episode, we address personal tax planning for you the expatriated executive and help you better understand what a change in your mobility will mean to you.