Events listing

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

Wednesday, Jan. 20: Dunhill Financial-sponsored Zoom webinar on 'How to Advise American expats (in a tax-compliant manner'); 2:30pm (GMT)

Dunhill Financial, the London-based advisory firm specializing in helping American expats, is presenting this webinar to held other expat advisory firms to look after American clients who live outside of the U.S., and who, as a result, are typically subject to myriad issues affecting the way they are taxed, must hold their investments, and report their investments and bank account details.

Such expats, Dunhill Financial points out in its information on the scheduled webinar, often struggle to find advisers willing to have them as clients, let alone advisers who know what's best for them.

This webinar, which is set to begin at 2:30pm GMT (3:30pm CET, (:30am EST), will cover the basics of FATCA (the Foreign Account Tax Compliance Act, of 2010); double-tax treaties; how American expats can make use of hedging strategies; IRAs, 401Ks and other pension plans; estate planning; and what PFICs are, and why Americans are advised to avoid them. Dunhill Financial's investment product, which is made available through Australia's listed financial platform giant, Praemium, will also be discussed.

To participate in this webinar, register in advance by clicking here. Once you've registered, you'll receive a confirmation email containing the information you'll need to join the meeting on the day. 

Dunhill Financial was founded in 2011 by Florida native Brian Dunhill, who now lives in the UK. Today the firm looks after clients around the world. Dunhill Financial is regulated by the U.S. Securities and Exchange Commission, and is still the only SEC-regulated member of the Federation of European Independent Financial Advisers, which it joined in 2016. 

Thursday, Jan. 21: 'Free tax webinar' sponsored by The American Citizens Abroad, in association with Amsterdam's Americans Overseas 

U.S. tax issues, and the latest political and tax-related developments in Washington that affect or could affect expat Americans will be among the topics addressed in a free ACA and Americans Overseas webinar on Thursday, Jan. 21. 

Among the scheduled speakers will be ACA executive director Marylouise Serrato, and Michael Littaur of Americans Overseas, a tax and citizenship advisory firm that is also active in advocating on behalf of accidental Americans resident in the Netherlands.  issues having to do with the US$1,200 CARES Act check and the subsequent, additional US$600 stimulus payments.

Issues having to do with the US$1,200 CARES Act check and the subsequent, additional US$600 stimulus payments will also be discussed. Serrato and Littaur's presentations will be followed by a live, 30-minute Q and A session. 

The event will begin at 9am Eastern Standard Time in the U.S., making it 2pm in the UK and 3pm in Central Europe, and run for about an hour.

Advance registration is required, and since the number of those who can participate is limited, the ACA recommends those interested in the webinar to do so soon.

To register, click here.

Wednesday, Jan. 27: 'North American Expats in France – Financial Forum': Dunhill Financial-sponsored Zoom webinar; 5pm to 6pm (GMT, 6pm to 7pm Paris time)

The unique challenges facing "North American expats" currently living in France will be the subject of this hour-long Zoom webinar, being sponsored by Dunhill Financial, the London-based advisory firm which specializes in helping American expats.

More details on the topics set to be discussed, and the names of those who will be participating in the webinar, will be posted closer to the time. 

For more information and to register, click here. 

Wednesday, Feb. 3: Dunhill Financial-sponsored Zoom webinar on 'Estate Planning for American Expats'; 2:30pm (GMT)

Estate planning when you live abroad, if you're American, is very different than when you're living Stateside. To learn just how different, and what Americans living abroad should and shouldn't be doing with their money, Dunhill Financial will be talking to Guillaume Grisel of Bonnard Lawson, the Switzerland-based international law firm Geneva-based, Swiss law firm.   

For more information and/or to register, click here.

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