Financial Blog

Longer-form articles addressing some of the more complex financial planning, investment, and tax planning issues we frequently address.

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Cross-Border Tax Notes #3 - What is Foreign Source Income?

Malissa Marshall, CFP®, MS Tax, EA

Sep 15
5 min

Cross-Border Tax Notes

Cross-Border Tax Notes #3 - What is Foreign Source Income?

Understanding income sourcing rules is key to helping your clients avoid paying taxes to multiple countries on the same income.

Cross-Border Tax Notes #2 - Equity Compensation Earned in Multiple Countries

Malissa Marshall, CFP®, MS Tax, EA

Feb 3
4 min

Cross-Border Tax Notes

Cross-Border Tax Notes #2 - Equity Compensation Earned in Multiple Countries

For the second topic, I wanted to focus on equity compensation in the context of cross-border situations, because, frankly, this is the...

Cross-Border Tax Notes #1 - Mapping the Terra Incognita

Malissa Marshall, CFP®, MS Tax, EA

Nov 18, 2022
4 min

Cross-Border Tax Notes

Cross-Border Tax Notes #1 - Mapping the Terra Incognita

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