CERTIFIED FINANCIAL PLANNER™ and founder and principal of Anglia Advisors, a New York Registered Investment Advisor (RIA) and independent fee-only financial planning firm based in midtown Manhattan, specializing in the personal financial planning needs of foreign nationals living and working in the US. Originally from London, I am UK/US dual national.
I give presentations at which I identify the financial, fiscal and legal landscape for non-citizens in the US, who among them are considered resident aliens and who are not (clue: there’s a lot more to it than whether they carry a green card or not), what significant effects this distinction can have, what traps can be fallen into and what the (sometimes draconian) penalties can be for non-compliance with foreign account reporting obligations, how pre-planning can help mitigate certain risks, etc. etc.
These presentations would be suitable for, among others:
Book Simon Brady as a speaker for your next event.
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