STEP presentation: Monaco/U.S. (and France!) Cross-Border Q&A

This Monaco / U.S. (and France) Cross-Border Q&A with Jean-Marc REMY gives practical answers to real questions about tax residence, income taxation, and investment structures across the three countries. It focuses on what advisers actually see in client files: mobile families, cross-border assets, and complex residence patterns that affect how income and withholding rules apply in practice.

The presentation also touches on estate and gift tax exposure, succession rules, and reporting such as FATCA, CRS, and key U.S. information returns, with a focus on risk areas and planning ideas. If you advise Monaco, French, or U.S.-connected clients, this is a concise, worthwhile review that can sharpen your conversations and help you spot future planning opportunities.

View presentation...