On the 24 February 2021, Georgina Guy and Billy Mathews hosted a chat with Jaime McLemore, Partner at withersworldwide, about all things related to U.S. Expatriation. During the webinar they discuss how to correctly expatriate depending on your tax status and how to know if you are a covered or non-covered expatriate. They walk through the possible tax implications that should be considered when thinking about expatriation, and ask Jaime a number of questions including whether individuals who have expatriated will have issues when returning to the U.S.

If you missed the live event please see below for a recording of the discussion (download the presentation slides).

Contact Us

Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S., Brown Advisory can deliver a comprehensive cross-border investment plan for you and your family that can move with you wherever life may take you. Learn more >

This material is not intended to be, and shall not be construed as being, investment advice. Investment decisions should not be made on the basis of it. Past performance is not indicative of future performance and there is a risk that some or all of the capital invested may be lost. The information contained herein is based on materials and sources that we believe to be reliable. We make no representation, either express or implied, in relation to the accuracy, completeness or reliability of that information. The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. Brown Advisory does not provide tax advice.