The Cross-Border Family Wealth Guide
Описание книги
Your answer to the software project management gap The Complete Software Project Manager: From Planning to Launch and Beyond addresses an interesting problem experienced by today's project managers: they are often leading software projects, but have no background in technology. To close this gap in experience and help you improve your software project management skills, this essential text covers key topics, including: how to understand software development and why it is so difficult, how to plan a project, choose technology platforms, and develop project specifications, how to staff a project, how to develop a budget, test software development progress, and troubleshoot problems, and what to do when it all goes wrong. Real-life examples, hints, and management tools help you apply these new ideas, and lists of red flags, danger signals, and things to avoid at all costs assist in keeping your project on track. Companies have, due to the nature of the competitive environment, been somewhat forced to adopt new technologies. Oftentimes, the professionals leading the development of these technologies do not have any experience in the tech field—and this can cause problems. To improve efficiency and effectiveness, this groundbreaking book offers guidance to professionals who need a crash course in software project management. Review the basics of software project management, and dig into the more complicated topics that guide you in developing an effective management approach Avoid common pitfalls by perusing red flags, danger signals, and things to avoid at all costs Leverage practical roadmaps, charts, and step-by-step processes Explore real-world examples to see effective software project management in action The Complete Software Project Manager: From Planning to Launch and Beyond is a fundamental resource for professionals who are leading software projects but do not have a background in technology.
Оглавление
Fisher Andrew. The Cross-Border Family Wealth Guide
Foreword
Preface
Acknowledgments
About the Author
PART I. The Financial Challenges of a Cross-Border Life
CHAPTER 1. Who Are These Cross-Border Families?
CHAPTER 2. Unique Challenges and the Regulatory Landscape
PART II. Saving and Investing: Building Your Personal Net Worth
CHAPTER 3. Building a Strong Foundation
CHAPTER 4. Investing in the Markets: Stocks and Bonds
PART III. 401(k)s, IRAs, and Other Pensions and Savings Plans
CHAPTER 5. A Global Approach to 401(k)s and IRAs
CHAPTER 6. Unique Cross-Border 401(k) Issues
CHAPTER 7. Foreign Retirement Plans, Pensions, and Other Savings Accounts
PART IV. Real Estate
CHAPTER 8. Renting, Owning, and Investing
CHAPTER 9. Real Estate Taxation and Other Considerations
PART V. Cross-Border Taxation
CHAPTER 10. Understanding the Three Types of Cross-Border Families
CHAPTER 11. U.S. Tax Overview: Federal and State
CHAPTER 12. Additional Tax-Planning Considerations
PART VI. Retirement Planning
CHAPTER 13. Planning for a Global Retirement
CHAPTER 14. Considerations for Cross-Border Retirees
Conclusion
WILEY END USER LICENSE AGREEMENT
Отрывок из книги
For well over 40 years, I have had the great professional gratification of helping clients to optimize the achievement of their personal financial goals. The first third of that time was focused nearly entirely in the United States, and for clients with virtually no tax or investment or financial issues that extended beyond the U.S. border. Times, of course, have changed dramatically. Business, capital flows, and, importantly, human talent are increasingly globalized. Our clothes, our cars, our food, our neighbors, even our spouses and partners, often come from some other country; the same is true for residents of Italy, or Malaysia, or Chile. But, awareness of related financial issues and the optimization of financial consequences for those whose lives cross-national boundaries hasn't kept pace. In recent decades, I've been privileged to be a small part of a large effort to develop a global profession of personal financial planners, under the certification rubric of the CFP® mark. The number of these professionals and those on a pathway to this certification around the world now exceed well over 200,000. But this is a still tiny response to the immense global need – and, sadly, almost none of these have genuine competency to practice outside of their own country's laws and domestic financial structures. There remains a huge challenge and lots of room for further professional development ahead. Perhaps ironically, due to its size, prominence, and highly unusual and exceptionally complex tax laws, the biggest part of that challenge exists in, and because of, the United States.
So, here, finally, is a book that speaks to this most underserved set of personal financial planning issues! Andrew Fisher's Cross-Border Family Wealth Guide comes to the rescue of those many (perhaps 30 to 40 million people around the world, with 20 to 25 million of them in the United States) who may not even realize that they need to grapple with tax, financial, and investment requirements and opportunities that are extraordinarily complex and often surprising, where mistakes are usually costly, and for which there is, today, almost no competent, comprehensive assistance readily available. This guide sets out an easy-to-grasp understanding of how to recognize the unique problems faced by non-U.S. persons with any financial connection to the United States (residence, job, inheritance, property, etc.) and by U.S. citizens with any parallel connection (residence, job, inheritance, property, etc.) outside the United States. But more than just entering into this sometimes nightmarish terrain, The Cross-Border Family Wealth Guide reveals proven pathways out.
.....
In just the same way that I have dedicated myself to helping my clients, I have also pledged myself to putting together the best possible, most understandable, and most useful book that I could. If you are reading this, I want you to know that I am committed to your long-term financial future and to helping you and your family not just survive, but thrive, wherever you are in the world.
• He is immersed in, and must necessarily deal with, a complex and changing legal, financial, and regulatory landscape.
.....