Public Speaking & Media Mentions
Malissa Marshall, CFP(R), MST, EA frequently presents and writes on advanced financial planning topics around equity compensation and cross-border situations – including key strategies for optimizing taxes in each of these situations
Recent Presentations
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NAPFA, Vermont chapter, "Planning with Cross-Border Clients," August 2021
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CIGA Network, "Financial Planning for US Executives Working Abroad and Foreign Nationals Working in the US," September 2021
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CIGA Network, "Income Taxation of US Persons with Cross-Border Situations," January 2022
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XY Planning Network, "Inside Experts" series - presentation on financial planning for cross-border clients, February 2022
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NAPFA Spring 2022 National Conference, "Understanding the US Taxation of Cross-Border Individuals," May 2022
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CIGA Network, "Handling Equity Compensation in Cross-Border Situations," July 2022
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NAPFA, West Florida chapter, "Planning for Cross-Border Clients," September 2022
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CIGA Network - Annual Symposium, "How to Coordinate Filing Tax Returns in Multiple Countries," October 2022
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CIGA Network - Annual Symposium, "Case Studies: A Framework for Working with Cross-Border Employee Equity Compensation," October 2022
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CIGA Network, "US Estate Tax Planning for Non-resident Non-citizens with US Situs Assets," February 2023
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VT Tax Preparer's Association, "Tax Considerations for Cross-Border Clients," October 2023
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CIGA Network - Annual Symposium, "US Planning for Foreign Nationals with Equity Compensation," October 2023
Media Mentions
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InvestmentNews, "Advisors express confidence wealthy clients will avoid IRS crackdown"
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Barron's, "Financial Pros Weigh in on Best Investing Books for Beginners"
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New York Times, "$2.50 a Year in Interest? That’s What $5,000 in Savings Gets"
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NAPFA Advisor Magazine, "Prepping for a Market Downturn"
