updated 2:10 PM CET, Jan 26, 2022

Events listing

The American Expat Financial News Journal's regular listing of events taking place
around the world, and online, for American expatriates.
 

 

Wednesday, January 26: (3pm EST (8pm BST, 9pm CEST): (Free) American Citizens Abroad and State Department Federal Credit Union webinar, on  “Banking without a Branch for Overseas Members: Using SDFCU Technology.”

In March it'll have been five years since the American Citizens Abroad announced a partnership with the State Department Federal Credit Union (SDFCU) to provide U.S. expats who were struggling to access and keep non-U.S. bank accounts, mortgages and other banking services, in the wake of the passage of FATCA in 2010, with US-citizen-friendly banking services. The SDFCU accounts for expats are designed to give ordinary Americans who are resident abroad a full range of banking services without having to provide either a U.S. address or be affiliated with a government agency. 

This Wednesday, ACA will host a free, 45-minute-long webinar, open to both SDFCU account-holders as well as those who don't have SDFCU accounts, to learn more about the SDFCU accounts on offer, how they work, and other details.

To learn more about the webinar and to register, click here.

Friday, January 28 (3pm GMT): EY Frank Hirth webinar: 'IRS disclosure requirements trustees should be aware of in 2022'

EY Frank Hirth, a London-based EY (Ernst & Young) affiliate, is hosting this webinar to review the U.S. compliance obligations that are relevant where there is a U.S. connection to a non-U.S. trust. One of the aims of the webinar will be to provide information that trustees can use to proactively plan for the year ahead.

The subject (of the U.S. compliance obligations raised when there are U.S. connections to non-U.S. trusts) will be broken down into three main connecting factors: U.S. settlor, U.S. beneficiary, and U.S. assets. EY Frank Hirth webinar hosts Iain Younger and Joshua Tennant will be joined by an EY colleague from Washington, DC., Dianne Mehany, who is scheduled to provide "an update on developments within the IRS, and on the current focus on compliance enforcement for matters relating to foreign trusts."

Other topics to be discussed will include: Relevant filing and action dates to be aware of in 2022; who is responsible for filing what when; and where the risks for potential exposure to IRS penalties for non-compliance lie.

For more information and to register, click here.

 

Saturday, March 5 (10:30am - 5pm BST, 11:30am - 6 pm, CEST): Democrats Abroad UK's "Tax Day 2022," live in London as well as online 

This event is still being planned, according to the Democrats Abroad UK's Taxation Task Force, but thus far the event's confirmed speakers include Kristopher Heck, managing partner at Tanager Wealth Management, London; David Treitel, founder and managing director, American Tax Returns, London; and Liz Zitzow, managing director, British American Tax, London. The location, for those interested in attending in person, is David Game College on Jewry Street, just off Aldgate High Street near Aldgate Tube Station on the eastern edge of the City of London. 

In a statement announcing the event, the DAUK's TTF says the event is "for you if you've just moved to the UK from the U.S. and you're unsure of your tax obligations; if you've been abroad for decades but haven't filed U.S. taxes during this time; you're scared to face your tax filing obligations, or don't know what questions to ask to get started; you've filed for years, but you're not sure if you're doing it right, or you've filed every year, but you've wanted a straightforward answer to a specific question." 

Sessions and topics scheduled to be addressed will include Expat Tax 101 & Streamlined Filing; Financial Planning 101 – Saving, Buying and Selling a House, and Student Loans; Financial Planning 201 – Pensions, Wills, and Trusts; Social Security and Medicare; Setting up a business & self-employment;What Democrats Abroad is doing to change the tax laws.

The cost of the event is £40 to attend the event in person and to livestream it; those who are full-time students, 65 and over or "unwaged" are £20 each. Tickets, which are required and which are being made available on a limited, first-come first-served basis, may be reserved by clicking here: https://dauk-tax-day-2022.eventbrite.co.uk.

Those who already have questions in mind they'd like to ask are invited to send them in advance to This email address is being protected from spambots. You need JavaScript enabled to view it..


If you have an event  that you'd like to have listed here, please contact  editor@anemoscreative.com.