Marina Hernandez, as a spotlight guest on Bloomberg Tax & Accounting. The Bloomberg Spotlight highlights notable tax professionals across the globe. In this edition, Swiss American CEO Marina Hernandez was picked to be the week’s spotlight guest. In the blog post, she shared some interesting facts about herself that give the audience an idea of what she enjoys doing when her head isn’t buried in tax-related work. In this article,
In the Press*
Cross-border Financial Planning w/ Marina Hernandez EA, CFP®, CEPA
Marina Hernandez, as a special guest of Just Peachy! Just Peachie Show is a show where Peach Insurance Services, LLC’s Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). In this episode, Peachie interviews Marina Hernandez EA, CFP®, CEPA. During the show, they discuss global financial planning, specifically for those
Financial Planning Considerations for Americans Working Abroad
Marina Hernandez, as a special guest of 52 Pearls: Weekly Money Wisdom podcast! Marina spoke with Melissa Joy, CFP® about the complex financial planning issue expat families must consider and how expat families can find assistance with the U.S. tax code. What You’ll Learn In This Podcast Episode Do I still need to file taxes in the US if I move abroad for work? The US practices citizenship-based taxation; How
Upheaval, Values, and Adaptability in the Profession
Marina Hernandez, as a special guest of You’re a Financial Planner…Now What? Podcast! Marina spoke with Matt Fizell, CFP®, about forging your career path in an unpredictable world, and the interesting tax and financial planning needs of Americans living overseas. Hear more of Marina’s thoughts by listening to the episode — including how planners, firms, and the next generation can create meaningful diversity and inclusion in the profession. What You’ll Learn
‘HELP! I received my third stimulus payment check abroad. How can I cash it?’
Around a year ago, when the first coronavirus stimulus law – the so-called CARES Act – was signed into law by President Trump, we at The Crossborder Planner received lots of messages from Americans living abroad, who all shared the same problem: they didn’t know how to cash their IRS check abroad. Fast forward to today, as the IRS is beginning to distribute the third round of U.S. government-funded Economic
Top 16 U.S. Expat Tax Myths – Part 2
Creative tax advice from neighbors, friends, and store clerks is not limited to the U.S. Marina Hernandez of Swiss American Wealth Advisors lists and debunks the second half of the top 16 tax myths for Americans living abroad in Part 2 of a two-part article. Creative tax advice from neighbors, friends, and store clerks is not limited to the U.S. For Americans living abroad, tax misinformation tends to thrive in
Top 16 U.S. Expat Tax Myths – Part 1
Creative tax advice from neighbors, friends, and store clerks is not limited to the U.S. Marina Hernandez of Swiss American Wealth Advisors lists and debunks eight of the top 16 tax myths for Americans living abroad in Part 1 of a two-part article. Creative tax advice from neighbors, friends, and store clerks is not limited to the U.S. For Americans living abroad, tax misinformation tends to thrive in online expat
A Reader Asks: ‘I renounced in 2019, but I got a CARES Act payment anyway. What should I do?’
One of those stories quietly running in the background of the Covid-19 pandemic has been that of the American expats who have struggled to obtain the so-called CARES Act stimulus payments they’re supposed to be receiving – even as people who aren’t U.S. citizens, and therefore shouldn’t be receiving them, have been. One such person is a former American whom we’ll call Franz, who lives in Switzerland, and who renounced his U.S. citizenship in
Second Covid-19 Economic Impact Payments – What U.S. expats need to know
After initially refusing to sign a long-awaited second coronavirus relief package, which had managed to eventually make it through both houses of Congress – on the grounds that it didn’t offer America’s out-of-pocket taxpayers enough – President Trump finally signed it into law on Sunday evening. Here, U.S.-based, U.S. expat tax specialist Marina Hernandez, founder and principal of Crossborder Planner, explains what American expats need to know about the legislation…
Differentiating From The Crowd By Pursuing A Specialized Clientele Of Cross-Border (Swiss) Expatriates
Marina Hernandez, as a special guest of Financial Advisor Success Podcast! What You’ll Learn In This Podcast Episode How Maria Developed Her Niche Working With Swiss-American Expatriates And What Makes Cross-Border Planning Unique [05:20] Why Maria Narrowed Her Focus Down To Two Specific Countries [15:29] How Marina’s Firm Partnership Is Structured, Her Firm’s Business Model, And The Fee They Charge [24:56] The Public Benefit Education Service That Marina’s Firm Provides
