Navigating The Tax Maze Ep 2 Pensions & Retirement Planning feat Mark Boaman
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In this episode of Beyond Accounting Bitesize, BDO’s Mark Orman dives into the complexities of U.S. tax rules for non-U.S. citizens. From foreign pension and retirement plan treatment to departure year considerations and the potential impact of expatriation tax, Mark offers practical insights for globally mobile professionals. The discussion also highlights planning opportunities before U.S. relocation, key treaty implications, and how employer programs can ease the tax burden. In the second half, we explore the future of accounting in the age of AI, touching on ethics, skills gaps, and how technology is reshaping the profession. Don’t miss this informative and forward-thinking episode.
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