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Retirement Planning for Expatriates to Panama

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE NONE Accounting Experience LevelCourse IDCPE CreditsAuthor Overview CM-322 3 Colleen Neuharth McClain CPA Retirement Planning for Expatriates to Panama Course Description: This c ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE NONE Accounting
Experience Level Course ID CPE Credits Author
Overview CM-322 3

Colleen Neuharth McClain CPA

Retirement Planning for Expatriates to Panama


Course Description:
This course helps CPAs advise their clients who are potential expatriate retirees to prioritize their choices for their lifestyle in an adopted country—what’s vital to have to enjoy life in Panama, how to maximize income and minimize taxes, what possessions to take and how to get them there, activities that help overcome culture shock, and even how to repatriate to the United States. This timely course assists retirees who plan to join the millions of Americans who live the great life abroad.
Who Should Attend: CPAs
Topics Covered:
• Who Becomes an Expatriate and Why?
• Doing the Research and Planning
• Finances, Benefits, and Taxation
Learning Objectives:
• Describe how an expat’s experiences of a locale differ from those of tourists;
• Compare the environment and cultural features of Panamanian provinces;
• Begin to prioritize what features drive the choice of an adopted country;
• Note the types of tax planning involved in expatriating the subsequent tax reporting;
• Compare financial expenses and resources available in Panama versus the United States;
• Determine which types of property and preferable to bring to the adopted country or obtain after the move; and
• Be aware that success in repatriating requires financial and emotional preparation.


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