Be smart about cross-border tax

By Staff | April 24, 2014 | Last updated on September 15, 2023
1 min read

Many U.S. advisors are reviewing clients’ portfolios due to American tax changes made over the last year.

Nearly 9 in 10 American advisors polled by SEI Advisor Network say, in light of new tax laws, they are considering making changes to their portfolio strategies in order to reduce the overall effect of taxes.

“Tax management has always been a focus for most advisors, but with recent changes to the tax laws they have more opportunities to show their expertise and add value to each client’s individual situation,” said Dean Mioli, director of investment planning for SEI.

So, if you have cross-border clients, help them review portfolios so they can save.


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The staff of have been covering news for financial advisors since 1998.