Don’t mess it up! Top 10 Investment and Tax Mistakes made by New Expats

John McNertney, CFP® GFP (USA)
|
January 23, 2024

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) went over 'Don’t mess it up! Top 10 Investment and Tax Mistakes made by New Expats’Some of the relevant issues were addressed include:​

  • Not Reporting U.S. Taxes
  • Failing to Report Foreign Bank and Financial Accounts
  • Misunderstanding Tax Treaties
  • Inappropriate Investment Choices
  • Neglecting Estate Planning
  • Ignoring Local Taxes
  • Pension Mismanagement
  • Currency Exchange Mistakes
  • Real Estate Investment Errors
  • Lack of Diversification

We hope you enjoy!

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