The Cross-Border Advisor Series
Six books for professionals who advise clients with assets, residences, heirs or trusts in more than one country. Each book addresses one client situation, is written for the advisors who handle it, and is sold on its own. By Caroline E. Ashford, PhD, JD. Published by Clarison Press.
- 1Tax and Estate Planning for Non-Citizens in the United StatesA Guide for Financial Advisors, Tax Advisors and Estate Planners · Mid-December 2026USD 225
- 2U.S. Assets of Nonresident AliensA Guide for Financial Advisors · Mid-December 2026USD 225
- 3Withholding on Payments to Foreign PersonsA Guide for Custodians and Other Withholding Agents · Mid-January 2027USD 150
- 4Foreign Beneficiaries of U.S. Estates and TrustsA Guide for Trustees and Executors · In preparationUSD 200
- 5Americans Living AbroadA Guide for Wealth Managers and Tax Advisors · In preparationUSD 150
- 6The Cross-Border EstateA Guide for Estate Attorneys · In preparationUSD 250
Books 1 and 2 in mid-December 2026, Book 3 in mid-January 2027; Books 4 to 6 in preparation. USD 150 to USD 250 a book.
Guides
Written guides of eight to fifty pages, each on one question. Some are free; others are purchased. Every guide has a public summary page that states the issue, who it affects and the questions it answers.
Guides for advisors, institutions and trust departments
Covered Expatriate Status and the Section 877A Exit Tax
36 pages. Updated in September 2026.
Summary and download →
FIRPTA Withholding on the Sale of US Real Property by Foreign Estates
38 pages. Updated in September 2026.
Summary and download →
FinCEN Beneficial Ownership Reporting for Cross-Border Structures
20 pages. Updated in September 2026.
Summary and download →
Double Taxation Relief and Death Tax Credit: All Gift, Inheritance and Estate Tax Treaties
30 pages. Updated in September 2026.
Summary and purchase, $100 →
Withholding on Dividends, Substitute Dividend Payments and Dividend Equivalents
24 pages. Updated in September 2026.
Summary and purchase, $100 →
FATCA Classification of Trusts and Estates as FFIs or NFFEs
32 pages. Updated in September 2026.
Summary and purchase, $100 →
Classification of Payments to Foreign Persons as FDAP Income or Effectively Connected Income
52 pages. Updated in September 2026.
Summary and purchase, $100 →
FBAR and Form 8938 Obligations of Estates, Trusts and their Fiduciaries
37 pages. Updated in September 2026.
Summary and purchase, $100 →
Marital Property Regimes in Western Europe and their Effect on the US Estate Settlement
30 pages. Updated in September 2026.
Summary and purchase, $100 →
QDOT and Other Transfers to a Non-Citizen Spouse under the Code and the Tax Treaties
30 pages. Updated in September 2026.
Summary and purchase, $100 →
Blocker Structures for US Securities and US Real Estate Held by Nonresident Non-Citizens
23 pages. Updated in September 2026.
Summary and purchase, $100 →
Art, Collectibles and Tangible Personal Property in the Cross-Border Estate
22 pages. Updated in September 2026.
Summary and download →Guides for fiduciaries
So You Are the Executor: A Personal Representative’s Guide to a Cross-Border Estate
8 pages. Updated in August 2026.
Summary and download →
Withholding and Fiduciary Liability on Distributions to Foreign Beneficiaries
23 pages. Updated in September 2026.
Summary and purchase, $100 →
Backup Withholding, TINs and the ITIN Requirement for Foreign Beneficiaries
24 pages. Updated in September 2026.
Summary and purchase, $100 →
Ancillary Probate and Administering a Nonresident’s US-Situs Assets
10 pages. Updated in August 2026.
Summary and download →Guides for families and investors
Investing in US Securities as a Non-US Person
10 pages. Updated in August 2026.
Summary and purchase, $75 →
Art Collections Owned by Non-US Collectors: US Tax, Export and Provenance Rules
16 pages. Updated in September 2026.
Summary and download →
When an Immigrant Owns a Foreign Company: CFC, Subpart F, NCTI and Form 5471
11 pages. Updated in August 2026.
Summary and download →
The Accidental American: Compliance and the Path to Renunciation
10 pages. Updated in August 2026.
Summary and download →Guides on Germany are on GermanyUSAlawtaxfinance.com in English and on Vermoegen-USA.com in German.
GermanyUSAlawtaxfinance.comGuides on France are on FranceUSAlawtaxfinance.com in English and on patrimoine-americain.com in French.
FranceUSAlawtaxfinance.com