The Cross-Border Advisor Series
Six books for professionals who advise clients with assets, residences, heirs or trusts in more than one country.
The series comprises six books, numbered 1 to 6. Each book addresses one client situation and is written for the advisors who handle it: the non-citizen in the United States, the nonresident with U.S. assets, the payment to a foreign person, the beneficiary abroad, the American abroad and the cross-border estate. Each book is published and sold on its own, at a price between USD 150 and USD 250.
| Author | Caroline E. Ashford, PhD, JD |
| Books | Six, numbered 1 to 6; 106 chapters in all |
| Language | English |
| Prices | USD 150 to USD 250 a book |
| Ordering | Pre-order on the page of each dated title, or by email to info@clarisonpress.com |
Summary
- 1.Six books, numbered 1 to 6, each published and sold on its own and each written for a defined group of advisors.
- 2.Each book addresses one client situation: the non-citizen in the United States, the nonresident with U.S. assets, the payment to a foreign person, the beneficiary abroad, the American abroad and the cross-border estate.
- 3.The applicable tax treaty is treated as the rule rather than the exception.
- 4.Foreign law is treated comparatively for five countries: Germany, France, Switzerland, Italy and the United Kingdom.
- 5.Each book opens with the same foundations chapter on status, situs, the treaties and the reporting forms, adapted to its readers.
- 6.A rule treated in full in another book is carried as a working summary where the reader must apply it, and the other book is cited by short title and section.
Readership
The books are written for advisors rather than for their clients: financial advisors and wealth managers, tax advisors, certified public accountants and enrolled agents, estate attorneys, trustees and executors, private banks, custodians and other withholding agents, and family offices.
Each book names its readers in its subtitle. An advisor who serves several of the client situations can combine the books; each stands alone.
The Six Books at a Glance
| Book | Title | Written for | Pages | Price | Publication |
|---|---|---|---|---|---|
| 1 | Tax and Estate Planning for Non-Citizens in the United States | Financial advisors, tax advisors and estate planners serving green card holders, visa holders and their families | 530 | USD 225 | Mid-December 2026 |
| 2 | U.S. Assets of Nonresident Aliens | Financial advisors, including wealth managers, private bankers and foreign advisers, serving non-U.S. clients | 540 | USD 225 | Mid-December 2026 |
| 3 | Withholding on Payments to Foreign Persons | Custodians, banks, brokers, paying agents, fiduciaries and other withholding agents | 340 | USD 150 | Mid-January 2027 |
| 4 | Foreign Beneficiaries of U.S. Estates and Trusts | Trustees, executors, trust officers and their advisers paying beneficiaries abroad | 470 | USD 200 | In preparation |
| 5 | Americans Living Abroad | Wealth managers and tax advisors serving U.S. citizens and green card holders abroad | 350 | USD 150 | In preparation |
| 6 | The Cross-Border Estate | Estate attorneys | 600 | USD 250 | In preparation |
Page counts are approximate. Contents, prices and publication dates may change.
The Six Books
Tax and Estate Planning for Non-Citizens in the United States
A Guide for Financial Advisors, Tax Advisors and Estate Planners
From the tests of residence and domicile through arrival, holdings in the home country, work, the spouse who is not a citizen and inheritances, to the return home. About 530 pages; 24 chapters in eight parts.
U.S. Assets of Nonresident Aliens
A Guide for Financial Advisors
Situs and the two transfer taxes, each class of U.S. asset, the U.S. business of a European family, the nonresident’s return and refunds, and the estate of the nonresident client. About 540 pages; 24 chapters in six parts.
Withholding on Payments to Foreign Persons
A Guide for Custodians and Other Withholding Agents
The withholding system of chapters 3 and 4, the Form W-8 file and treaty claims, particular payments, Forms 1042 and 1042-S, the agent’s liability, and beneficial ownership. About 340 pages; 11 chapters in six parts.
Foreign Beneficiaries of U.S. Estates and Trusts
A Guide for Trustees and Executors
How the beneficiary’s country taxes what arrives, and what the U.S. fiduciary must withhold, report and clear before paying; retirement accounts and funds passing abroad. About 470 pages; 13 chapters in four parts.
Americans Living Abroad
A Guide for Wealth Managers and Tax Advisors
Citizenship-based taxation, income and estate tax abroad, accounts and investments, retirement abroad, the U.S. estate plan after the move, and the exit tax. About 350 pages; 11 chapters in six parts.
The Cross-Border Estate
A Guide for Estate Attorneys
Succession law and marital property, trusts in civil-law systems, estate administration in depth, charitable transfers, disputes and divorce, and the cross-border practice. About 600 pages; 23 chapters in seven parts.
How the Books Work Together
Each Book Stands Alone
Each book is complete for its readers. A rule treated in full in another book is carried as a working summary where the reader must apply it in an ordinary matter, and otherwise by a one-sentence pointer.
One Foundations Chapter
Each book opens with the same foundations chapter on status, situs, the treaties and the reporting forms, adapted to its readers. A reader who owns several of the books can pass over it.
References by Title and Section
The books refer to one another by short title and section. Figures that change every year are collected in a figures appendix in each book.
Publication Notices
A notice when each of the six books is published, with format and ordering details. No other mailings.
Contents, prices and publication dates may change. The covers shown are provisional.
The information is used only to send the publication notice. Details in the Privacy Policy.
German-American Wealth Planning
Taxes, investments, trusts and estate planning for U.S. citizens and green card holders who live in Germany or plan to move there, under both tax systems and the three agreements between the two countries. To be published on October 29, 2026.
View the title
Das deutsch-amerikanische Vermögen
Tax, wealth and estate planning for Germans living in the United States, in two volumes: Band I, Die Grundlagen, published in October 2026, and Band II, Unternehmerfamilien und Großinvestoren, to be published on January 6, 2027. In German.
View the title
