Month: March 2023

How To Navigate International Tax Planning With Connor Southwell (Ep. 72)

How To Navigate International Tax Planning With Connor Southwell (Ep. 72)

Whether you are a U.S. citizen with international sources of income or a foreign national conducting business in the U.S., it is important to understand how international taxation works so that you do not end up overpaying in taxes.

In this episode, Kyle Malmstrom speaks with Connor Southwell, Director of Citrin Cooperman’s International Taxation Services Practice, about how to effectively navigate international tax planning.

Kyle and Connor discuss:

  • Key factors that can affect your “worldwide income tax”
  • How inbound and outbound tax planning works in the U.S.
  • The impact of various tax laws on U.S. citizens, green card holders, resident aliens, and non-resident aliens
  • How business owners can leverage international treaties to optimize their tax situation
  • And more

Connect with Connor Southwell:

Connect with Kyle Malmstrom:

Connect With Centura Wealth Advisory:

About Our Guest:

Connor Southwell is a director in the firm’s International Taxation Services Practice. He has over a decade of experience advising high net worth individuals and closely held businesses in international tax planning and compliance.

Connor works with both U.S. nationals and business entities with activities in foreign jurisdictions, and nonresidential individuals and companies that seek to establish a presence and economic nexus to the U.S. His specialties include the subpart F and GILTI regimes, foreign tax credit planning, FATCA compliance, and the analysis and application of U.S. and OECD model income tax treaties.

Bringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)

Bringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)

When financial advisors collaborate with fellow professionals (EPAs, CPAs, other advisors, etc.), it helps them improve their client service and simultaneously accelerate their own growth.

This is the rationale behind Centura Wealth Advisory’s Elite Advisor Collaboration Program (EACP), where radically transparency is the cornerstone.

In this episode, Jonathan Freeman and Derek Myron explain what EACP entails and how it helps advisors effectively serve ultra-high-net-worth clients.

Jonathan and Derek discuss:

  • The importance of collaboration within the financial services industry
  • What type of advisors are best suited for the Elite Advisor Collaboration Program
  • Five key pillars of serving ultra-high-net-worth clients
  • How advisors can leverage EACP for serving prospects
  • And more

Resources:

Connect with Jonathan Freeman:

Connect with Derek Myron:

Connect With Centura Wealth Advisory: