EXIT WITH SUCCESS - EXPERT IN Cross-border RISK

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Peter J. Merrick, CFP, TEP: Expertise and Experience are not Expensive - they are Priceless! Over three decades, I have saved my clients up to 40% of their wealth that would have otherwise been paid out because of poor planning.  These proven solutions effectively shelter income, reduce taxes on income and estates, defer or eliminate tax on investments and creditor-proof assets for domestic and international clients. 

In 2019, I relocated to San Diego, California from Toronto, Canada. Right now I see a number of wealth saving opportunities resolving issues in cross-border US and international planning, financial, philanthropic and estate planning implementation that have been long ignored, utilizing US Life Insurance and US Annuity strategies. I work with High Net-Worth individuals and their legal, tax and financial professionals, that seek to relocate to the US or have financial interests in the United States from places like Canada, and other national jurisdictions.

It is absolutely essential in the area of cross-border planning that you partner and work with an expert very familiar with the IRS Tax Code and US/International Tax Treaties before implementing any strategy.