Cross-border Links
- Financial Planning Standards Board: Listing of countries authorized to grant the CFP® certification, their contact details and cross-border usage information
- Cross-border Use of the CFP Marks: Information on using the CFP mark outside of the country it was granted in
- Dual Certification of the CFP Marks: Process to use CFP reciprocity agreements to get a second CFP mark
- CIA World Factbook: Near comprehensive listing of countries giving useful economic, industry, infrastructure and general data
- Ernst & Young: Contains insurance and financial services libraries with much free information, including a few substantial reports for downloading (PDF files). You can search on the specific insurance and financial services files or look for subjects using the search box facility.
- U.S. Residency Flowchart (PDF | 95KB): A flowchart guide to help determine whether a person is a U.S. resident from a tax standpoint
- U.S. Cross-border Information on Pensions (PDF | 46KB): An overview of tax implications for U.S. expatriates when collecting pensions from non-U.S. employers
- Top Ten Mistakes by Those with Canadian/U.S. Cross-border Issues (PDF | 46KB)
- Leaving Canada Check List (PDF | 48KB): Guidance on key issues to take care of before moving from Canada to the United States.
Expatriate Links
- Escape Artist: A thorough site listing information on investing offshore, country profiles, visa requirements, and more
- ExpatExchange: The largest online community for English-speaking expatriates. Comprised of over 140 countries and topic networks that can be accessed for free. Referrals to banking, finance, tax and legal contacts from Afghanistan to Zimbabwe.
- Expat-Expert: Online magazine for expatriates around the world. Has a number of links to various expatriate sites.
- Expatica Move: A holistic guide to moving abroad, which addresses needs of the spouse and children as well.
- People Going Global: Information about various countries, including the United States
