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THE MELBOURNE GRAFFITI ARTISTS MAKING THEIR MARK ON LA

“Jonathan Lachowitz specialises in cross-border financial planning and said: "People don't realise the complexity. Find a colleague who made a similar move recently.”

Kotaku | October 2018

30 Million Americans Don't Have Access to a Retirement Plan (Why That's a Problem Only You Can Fix)

“I asked my two favorite financial gurus for their help: Jonathan Lachowitz and Joe Saul-Sehy. Jonathan runs White Lighthouse, an investment management firm (and, for full disclosure, my financial advisor), and Joe is a retired financial planner who now runs the top-rated podcast, Stacking Benjamins(again, for full disclosure, I'm a frequent, but unpaid, guest on this podcast).”

INC.COM | JANUARY 2017

3 Factors to Consider When Using College Savings Abroad

“Jennifer Keehl Davenport and her family moved to Zurich three years ago for her husband's job.

Despite the international address, they decided to continue investing in 529 plan college savings accounts, which they had opened for their two girls, now ages 4 and 8, before leaving the States.”

US NEWS | FEBRUARY 2016

 

Expats Frustrated as banks cut services abroad

“Americans living abroad are being cut off by banks and brokerages as financial institutions seek to steer clear of a U.S. crackdown on money laundering and tax evasion.”

WSJ | SEPTEMBER 2014

SWISS BANKS PITCH NEUTRALITY TO LURE WEALTHY U.S. CLIENTS

“Some Swiss banks are banking on American angst to boost their business.

For many, the key appeal of a Swiss bank account used to be secrecy. The US clampdown on undeclared offshore accounts has put paid to that.”

WSJ | SEPTEMBER 2014

FIDELTY BANS U.S. INVESTORS FROM BUYING MUTUAL FUNDS

“Fidelity Investments and other asset managers are telling U.S. clients who live outside the country that they can no longer buy or trade mutual funds in their brokerage accounts.”

WSJ | JULY 2014

 

Offshore Accounts: WHAT TO DO NOW

“The federal government's campaign to track down money held by U.S. taxpayers in foreign countries shifts into high gear July 1.

That is when the main provisions of the Foreign Account Tax Compliance Act, known as Fatca, come into force.”

WSJ | JUNE 2014

Niche Practices – Cross Border Planning

“Like Schreiber, Jonathan Lachowitz, CFP®, started a practice from scratch—in his case, a cross-border practice. In March 2006 with a business plan but no clients, he opened White Lighthouse Investment Management, primarily to serve Americans living overseas (although he has clients from several countries).”

JOURNAL OF FINANCIAL PLANNING | AUGUST 2010

UBS MUST RELEASE DATA ON 4,500 SUSPECTED TAX CHEATS

“But the covenant became less than absolute on Wednesday, when Swiss banking giant UBS reached an agreement with the U.S. Justice Department and the IRS that will disclose account data for roughly 4,450 wealthy American clients suspected of tax evasion — and ultimately lead to the release of thousands more names.”

USA TODAY | AUGUST 2009