Wolters Kluwer hosted the webinar “Tips & Traps: U.S. Expatriation Tax, Countries Offering Citizenship & Favourable Jurisdictions” featuring a discussion led by Jack Bernstein on October 13, 2026.
During the session, the panel examined the U.S. expatriation tax applicable to individuals relinquishing U.S. citizenship or long-term green card status. The speakers also explored jurisdictions offering citizenship and residency programs, as well as relocating to Puerto Rico as an alternative to expatriation. In addition, they discussed establishing residency in two popular destinations: Italy and the Cayman Islands.
The speakers are leading private client lawyers and legal practitioners who contributed chapters to the new Wolters Kluwer publication, International Relocation and Tax Planning for High-Net-Worth Individuals: A Legal and Lifestyle Guide for Clients and Their Advisors. This practical guide helps high-net-worth individuals, and their advisors approach international relocation thoughtfully, coordinate tax and wealth planning, avoid costly mistakes and make informed cross-border decisions with confidence.
This recorded webinar is essential viewing for clients and advisors considering expatriation or relocation to a tax-favourable jurisdiction.