Top cross-border / expatriate tax planning financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live or work outside your home country, you need an advisor who understands the complex tax rules that apply across borders. Without this expertise, you risk costly mistakes like double taxation or missing important filing deadlines.
- Tax treaty knowledge. Confirm they can navigate agreements between countries that reduce or eliminate double taxation.
- Foreign asset reporting. Ask how they help you comply with requirements to disclose overseas accounts and investments.
- Currency and income sourcing. Understand how they handle income earned in multiple currencies and jurisdictions.
- Residency and domicile rules. Check their approach to determining your tax status in different countries, which affects your tax obligations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Anthony C
Series 65
Gilbert, AZ
Transition Financial Advisors Group, LLC
Anthony Caba specializes in cross-border and expatriate tax planning, with a focus on U.S.–Canada transitions, supported by his firm's expertise in outsourced tax services and derivatives strategies. Serving high-net-worth clients with flat-fee financial planning ranging from $3,000 to $100,000, he offers independent advice from Gilbert, AZ, distinguishing him through a combination of specialized tax knowledge and flexible fee structures.
Experience: 1 year
Avg account: $2,001,901
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Mark W
Series 65, Series 63
Houston, TX
Branson Fowlkes & Co Inc
Mark Wilson specializes in cross-border and expatriate tax planning, leveraging 24 years of experience and Series 63 and 65 licenses to navigate complex international tax rules. Based in Houston, TX, he serves high-net-worth clients through Branson Fowkes Russell Inc, which offers diversified investment strategies and a 1% annual AUM fee, distinguishing him with a strategic asset allocation approach and a focus on personalized financial planning.
Experience: 24 years
Avg account: $2,230,793
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John C
Series 63, Series 66
Fort Collins, CO
One Capital Management, LLC
John Clagett specializes in cross-border and expatriate tax planning, supported by 32 years of experience and a firm managing $7 billion in assets. His flat-fee wealth management planning starts at $4,000, offering flexibility compared to typical AUM fees, and his independent status may appeal to clients seeking personalized service in Fort Collins, CO.
Experience: 32 years
Avg account: $1,539,379
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Joseph A
Series 63, Series 65
Washington, DC
Merrill
Joseph Accurso's expertise in cross-border and expatriate tax planning is supported by his role as a Senior Portfolio Manager at Merrill, advising high-net-worth clients on complex global investment and tax strategies. With 30 years of industry experience, including a decade as a proprietary trader, he combines institutional trading skills with holistic wealth planning, focusing on risk-managed portfolios and tax-aware strategies, distinguishing him from other advisors in Washington, DC.
Experience: 30 years
Avg account: $860,085
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Nicholas T
CFP®, Series 63, Series 66
Canby, OR
ACR Alpine Capital Research, LLC
Nicholas Taggart specializes in cross-border and expatriate tax planning, supported by 23 years of experience and CFP® certification, making him well-equipped to navigate complex international tax issues. His firm, ACR Alpine Capital Research, offers discretionary portfolio management with a valuation-based, bottom-up approach, serving high net worth individuals and retirement plans, and charges a 1.00% AUM fee, distinguishing him from advisors with different investment strategies or client focuses.
Experience: 23 years
Avg account: $685,667
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