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ABOUT the ADVISOR



Outdoorsman - Conservative - Happy Husband - Proud Papa - Attorney - Financial Planner - Entrepreneur - Incipient Homesteader


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

Integrating immigration law, tax, and financial planning advice 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.

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