Retirement Planning for Expatriates to Belize
This course helps CPAs advise their clients who are potential expatriate retirees to prioritize their choices for their lifestyle in an adopted country—what’s vital to have to enjoy life in Belize, 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 $10.00!

Author:Colleen Neuharth McClain
Course No:FIN-RETPLANBEL-0196
Recommended CPE:1.00
Delivery Method:Self Study
Level of Knowledge:Basic
Prerequisites:None
Advanced Preparation:None
Recommended Field of Study:Finance
  
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Learning Objectives
  • Describe how an expat’s experiences of a local differ from those of tourists.
  • Compare environmental and cultural features of the districts of Belize.
  • 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 Belize 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: www.learningmarket.org.

Sponsor Number: 109423

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