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ABOUT the ADVISOR


Most recently a senior financial planner, immigration law advisor, and leadership team member at KeatsConnelly, a fee-only cross border wealth management firm. 

Offering commentary on immigration law, tax, and financial planning in a cross-border context for Immigrant Investors (EB-5) and other individuals relocating to/from the USA. 

Previously practiced immigration law for a dozen years in Washington, DC and Chicago.

NOTE: Brad Flecke practices immigration law. He is a member in good standing of the District of Columbia Bar. He is not currently engaged in the practice of financial planning, though he is a CERTIFIED FINANCIAL PLANNER professional.

specialization


  • Coordination of immigration and tax planning
  • Coordination of EB-5 Immigrant Investor processing with other aspects of resettlement
  • Cross border resettlement
  • Canadian deemed disposition and US exit tax planning
  • Foreign tax credit strategies
  • Social Security, Medicare, and general health care issues for expats

profiles

affiliations




District of Columbia Bar