Marina Hernandez

Current Employers

Employment History

• 01/2009 → Present
  Mhtax
  Merian Station, PA
• 09/2014 → 04/2020
  White Lighthouse Investment Management
  Lexington, MA
• 04/2020 → Present
  Dynamic Wealth Advisors Dba Swiss American Wealth Advisors
  Phoenix, AZ

Previous Registrations

• 2014-07-28 → 2020-05-14
  White Lighthouse Investment Management, Inc.
  Bedford, MA

Other Businesses

1. MHTax: Ms. Hernandez is the owner/operator of a tax firm that provides tax preparation and tax representation service before the IRS Service to individual taxpayers and small business owners, with a focus on international tax issues affecting Americans living abroad, foreign nationals living in the USA and foreign US investors. Located in Merion Station PA - 15 hours/week - START 2009 - not investment related. 2. TaxPracticePro: Ms. Hernandez in a continued education instructor with an IRS CE provider. This is an independent contractor activity, she teaches international tax practice and planning to enrolled agents, CPAs and CFPs at two annual seminars. Located in Merion Station PA - 80 hours/year - START 2016 - not investment related. 3. Crossborder Planner & Academy (SOMOS CINCO LLC) - This is a free educational website for US expats and immigrants that includes a blog, newsletter and open virtual classrooms with a focus on changes in tax legislation, tax treaties and IRS news. The content also focuses on how international US tax compliance and planning can complicate and impact the financial wellbeing of expat families. This is activity is not for profit. Located in Merion Station PA - 5-10 hours/week - START 3/2020 - not investment related. 4. Global Financial Planning Institute. Ms. Hernandez is an international tax instructor. This activity is not investment related and it's 10 hours/quarter - 30 hours/year.

Designations