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 Advising Across Borders  Back

February 8, 2012

Serving internationally mobile clients is a growth business for advisors savvy about the ways of the world.

Not long ago, an American walked into advisor Robert Keats’ office with a very big problem. The man, worth tens of millions of dollars, lives in Canada and had failed to file his U.S. income tax returns correctly with the IRS. Talk about a big oops.

“He didn’t get a specialist and we got the clean-up,” says Keats...


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