Key Features:
10 Pages covering all aspects of remittance tax planning
Lists for tax impact, savings, and annual totals
Track costs and savings
The 10 Pages:
Current Assessment - Analyzes existing transfer patterns with automatic calculations
Action Checklist - Step-by-step tasks with checkboxes and deadline tracking
Cost Comparison - Side-by-side analysis of different transfer methods
Annual Tracker - Monthly logging system with automatic totals
Strategic Planning - Consolidation analysis and quarterly review scheduling
Resources & Contacts - Collect contact information and important dates
Technical Features:
Print-friendly formatting
Mobile-friendly for viewing on phones/tablets
Click the "Add the Cart" button, and you can download a PDF file that can immediately be used to plan for the January 1, 2026 effective date.
The worksheet transforms the general advice to specific, actionable steps with calculations to help families optimize their remittance strategies.
Key Features:
10 Pages covering all aspects of remittance tax planning
Lists for tax impact, savings, and annual totals
Track costs and savings
The 10 Pages:
Current Assessment - Analyzes existing transfer patterns with automatic calculations
Action Checklist - Step-by-step tasks with checkboxes and deadline tracking
Cost Comparison - Side-by-side analysis of different transfer methods
Annual Tracker - Monthly logging system with automatic totals
Strategic Planning - Consolidation analysis and quarterly review scheduling
Resources & Contacts - Collect contact information and important dates
Technical Features:
Print-friendly formatting
Mobile-friendly for viewing on phones/tablets
Click the "Add the Cart" button, and you can download a PDF file that can immediately be used to plan for the January 1, 2026 effective date.
The worksheet transforms the general advice to specific, actionable steps with calculations to help families optimize their remittance strategies.
