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Current Cross Border Issues Affecting Financial Planners

Taylor Liao, CFPBy Taylor Liao, CFP, Chinese Taipei

One year ago, I had a client who had a Taiwanese father, but had immigrated to the US a long time ago. He was born in the US and cannot speak Mandarin. He came to me for financial planning because his father has many assets in Taiwan, and he and his brother will face tax issues in the future. The estate tax is quite low; 10%, but it was 50% just two years ago. Even if the estate tax is only 10%, the amount for their estate tax will still be quite high and they need to plan for it in advance. In Taiwan, we use global taxation,

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International Financial Planning is the Future

Jae young Yang - CFP KoreaBy Jaeyoung Yang, CFP

Every day, your location becomes less and less important. In the past, people lived in a region, and it made up their entire world. A person’s location no longer restricts them from experiencing the rest of the world. Our environment is constantly changing, due to the development of vehicles, ships, airplanes etc.

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