Oct 01 2023 59 mins
FREE CPE (1 credit) via EarMark: https://www.earmark.app/course/3c2e605d-2daa-4972-90ef-eb11477ffa28
Welcome back for another episode! Today we jump into the world of tax planning for foreign investors, featuring Angie Ortega, the founder of CEO Accountant. In this discussion, we'll explore a range of real-world client examples that shed light on effective tax strategies for international investors.
What does tax planning for foreign investors entail, you might wonder? It's a crucial aspect of financial management for individuals and businesses with cross-border interests. With Angie's wealth of expertise, we'll demystify the complexities of this field and show you how to optimize your tax situation as a foreign investor.
Throughout our conversation, we'll explore common misconceptions and pitfalls that foreign investors often encounter. Discover the truth about tax planning for international investments and how it can help you maximize your financial returns, regardless of the scale or nature of your investments abroad.
Don't miss out on this opportunity to gain invaluable insights from Angie Ortega, a seasoned professional who has assisted countless investors in navigating the intricacies of tax planning for foreign investments. This episode is sure to offer valuable information for future growth in your practice or help identify the best strategic partners to whom you might be looking to refer clients to.
Tune in and get ready to kick into high gear, your knowledge of tax planning for foreign investors!