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@debshirl No he isn’t - I had happened to find him while googling for accountants and financial advisors that specialize in intl folks (the DC/Virginia area has several due to the presence of intl orgs, diplomats, etc).

@nicolevd We have a complicated combination between my husband and I of citizenship/residence/etc so I couldn’t tell you the details really, sorry - just that part of that advisor’s job is maximizing earnings while minimizing tax burdens…

@nicolevd Same here - I use Schwab and work with a financial advisor who specializes in expat investing