International Issues for the Domestic Planner

The July 2025 International & Cross-Border Planning Knowledge Circle will be held on Wednesday, July 16th at 11 am ET.

Guest speaker Brian Wruk will be presenting, "International Issues for the Domestic Planner."

In this mobile society, clients don’t always stay put. Many folks may leave the US temporarily, or permanently and of course, many people move to the US for the first time. This can include clients with assets spanning multiple borders, citizenship in more than one country, children living abroad, etc. and all have unique complexities that must be dealt with. This presentation will provide a framework to help you tackle the Int’l client and then cover some of the “Oops” and “Ah Ha!” moments.

Brian Wruk is a Certified Financial Planner™ specializing in the community of people making the transition between Canada and the U.S. His firm, Transition Financial Advisors Group, Inc., is a fee-only, comprehensive financial planning, investment management, and Canada/U.S. tax planning and preparation firm.  A dual Canadian/U.S. citizen, Brian holds both the U.S. and Canadian CFP® designations, is a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners in the UK and holds the Canadian Investment Manager (CIM) designation. Brian is the author of The Canadian in America and The American in Canada.