Retirement Planning for ExpatriatesCode: 16-RETEXP

Price: $29.00
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Course Details

38 pages
Course description and objectives:

Affording and Thriving in Retirement Abroad This course helps CPAs advise clients who are potential expatriate retirees to prioritize their choices for their lifestyle in an adopted country—what’s vital to have in a home abroad, how to maximize income and minimize taxes, what possessions to take and how to get them there, activities that help overcome culture shock, and even how to repatriate to the United States. This timely course assists retirees who plan to join the millions of Americans who live the great life abroad.

Learning Objectives
After completing this course, you should be able to:

  • Describe how an expat’s experiences of a locale differ from those of tourists;
  • Begin to prioritize what features drive the choice of an adopted country;
  • Note the types of tax planning involved in expatriating and subsequent tax reporting;
  • Compare financial expenses and resources available in the adopted country versus the United States;
  • Determine which types of property are preferable to bring to the adopted country or obtain after the move; and
  • Be aware that success in repatriating requiresfinancial and emotional preparation.
  • Presentation Method: QAS Self-Study

    Category: MAS Administrative Practice

    CPE credit: 2 Hours

    Program Level: Update

    Prerequisites: None

    Advance Preparation: None

    Exam expiration date: Participants must submit exams for grading within one year from the date of purchase

    For more information regarding refunds, complaints, or cancellation policies, please contact our offices at 817-477-0222.

    American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors at their website,

    NASBA Sponsor number 108096


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