CitizenX invites you to their event

Passport Portfolios & Tax Strategy for Americans

About this event

Having a second passport gives you more options, but it doesn't change how the IRS taxes you. In this webinar, we bring together passport portfolio strategy and US tax expertise in one conversation, built for American citizens who want a real Plan B.

We'll cover:

-How Americans build a passport portfolio, and what a second citizenship can and can't do for you

-Tax strategies that actually work under US citizenship-based taxation

-Asset protection options to consider alongside your Plan B

Live Q&A with both experts

Speakers:

Katie Ananina, CMO of CitizenX

Jessy Gilger, CPA, CEO of Verify Wealth

Hosted by Phil Geiger, CMO of Verify Wealth



Hosted by

  • Team member
    T
    Katie Ananina CMO @ CitizenX

    Citizenship is a new asset class. Invest in a second passport to hedge against government overreach, civil unrest and geopolitical instability.

  • External speaker
    E
    Phil Geiger CMO @ Verify Wealth

    Phil Geiger is CMO of Verify Wealth and one of Bitcoin's best-known educators, and he has been helping people hold their own keys since 2017. Before Verify Wealth he led business development at Metaplanet, the Japanese public Bitcoin treasury company, and before that he was VP of Product Marketing at Unchained, where he launched its Concierge Onboarding service.

  • External speaker
    E
    Jessy Gilger Owner, Lead advisor @ Verify Wealth

    Jessy Gilger, CFP®, is the founder and lead advisor of Verify Wealth, a Bitcoin-focused, privacy-first financial planning firm covering tax, inheritance and custody. He has more than a decade in financial planning, and at Unchained he helped build planning structures for Bitcoin-holding families, like multisig IRAs and the Unchained Inheritance Protocol.