Retirement Planning for Expatriates
This course helps CPAs advise clients who are potential expatriate retirees to prioritize their choices for their lifestyle in an adopted country—what’s vital to have in a home abroad, how to maximize income and minimize taxes, what possessions to take and how to get them there, activities that help overcome culture shock, and even how to repatriate to the United States. This timely course assists retirees who plan to join the millions of Americans who live the great life abroad.

Course Publication Date: October 17, 2016

This course is available with NO ADDITIONAL FEE if you have an active self study membership or can be purchased for $20.00!

Author:Colleen Neuharth McClain
Recommended CPE:2.00
Delivery Method:QAS Self Study
Level of Knowledge:Overview
Advanced Preparation:None
Recommended Field of Study:Specialized Knowledge
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Learning Objectives
  • Describe how an expat’s experiences of a locale differ from those of tourists.
  • Begin to prioritize what features drive the choice of an adopted country.
  • Note the types of tax planning involved in expatriating and subsequent tax reporting.
  • Compare financial expenses and resources available in the adopted country versus the United States.
  • Determine which types of property are preferable to bring to the adopted country or obtain after the move.
  • Be aware that success in repatriating requires financial and emotional preparation.

CPE Depot Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Sponsor Number: 109423


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