Webinar: International Diversification & U.S. Taxes
In a recent webinar (originally aired November 19, 2025), WHVP’s Jess Roberson and U.S. international tax specialist Steven Miller, CPA, explore the two essentials of offshore wealth management for Americans: how international diversification works and what U.S. taxpayers must understand before investing abroad. They discuss the role of a stable currency, why Switzerland continues to stand out as a safe and well-regulated financial center, and the key U.S. reporting rules every American should be aware of, including FATCA, FBAR, PFICs, and CFCs. They also share simple, practical steps for opening and maintaining a fully compliant offshore account.