EP033: Taxes - Importance of Planning to Plan

Taxes – Importance of Planning to Plan

Planning to Plan – seem redundant? Its that important!

Taxes – Importance of Planning to Plan: On this episode, Morey and Macarena remind us of how important it is to plan to plan. If you, or someone you know, is thinking about moving overseas you must have an honest, experienced tax and lifestyle planning specialist like Morey Glazer, or someone on his team at Glazer Financial. Stay compliant, live a good life and be prepared!

Key Takeaways:

[:58] A vacation in a foreign country is much different than buying a piece of property there.

[1:52] Every state is different, when it comes to taxes.

[3:10] Today’s technology allows people to live anywhere on the globe, and still work.

[3:32] Morey is always available to solve clients’ problems.

[4:16] Staying compliant with the IRS is of the utmost importance. Do it before you leave the U.S.

[4:53] Many countries follow suit, and adopt the same systems as the U.S.

[5:35] Lifestyle planning can help you stay on track, no matter where you are from or where you are going.

[7:24] Taxes and penalties can be your biggest cost of moving overseas.

Mentioned in This Episode:

Glazer Financial Network

Email Macarena Rose