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Events listing

A regular listing of events taking place around the world for American expatriates.    

August 15: Moodys Tax Law LLP - complimentary webinar on U.S. citizenship renunciation for Americans resident in the UK; 2pm – 4:30pm, BST

The latest in Canada-based Moodys Tax’s ongoing series of webinars on U.S. citizenship renunciation – which, due to the ongoing Covid-19 pandemic lockdown, the firm is sponsoring in lieu of the live citizenship renunciation seminars it has traditionally held in key expat markets around the world.

This particular webinar will be aimed specifically at American expats living in the UK, and will be presented by Moodys Tax director of U.S. tax law, Alexander Marino. It will take place on Saturday, Aug. 15, beginning at 2pm British Summer Time.

Topics to be addressed will include how Americans looking to renounce their citizenships might best minimize the costs involved, and how they can ensure that they're able to re-enter the U.S. in the future without a problem.

The seminar is expected to last about two-and-a-half hours.

For more information and to register, click here. 

August 19: Dunhill Financial webinar: 'How to Advise American Expats (In a Compliant Manner)'

Dunhill Financial, the London-based American expat specialist advisory firm, is hosting a Zoom webinar for other wealth managers interested in advising American expats in a compliant and correct way. Among the topics the webinar is scheduled to cover will be FATCA (aka the Foreign Account Tax Compliance Act); double tax issues, and double tax treaties; IRAs, 401Ks and other pension planning options and issues; estate planning for American expats; PFICs, and why you should avoid them; and Dunhill's financial investment product that the company offers in association with Australia's Praemium International. 

The webinar will begin at 2:30pm British Summer Time, and last around an hour. For more information and to sign up, click here. (After registering, you will receive a confirmation email containing information about joining the meeting.)  

August 22: Moodys Tax Law LLP - complimentary webinar on U.S. citizenship renunciation for Americans resident in Canada; 1pm – 3:30pm, EDT

Another of Calgary-based Moodys Tax’s ongoing series of webinars on U.S. citizenship renunciation; this one is aimed at American expats and dual citizens living in Canada. It's due to be hosted, as most of Moodys Tax's seminars and webinars on renunciation topics are, by Moodys Tax director of U.S. tax law, Alexander Marino.

The webinar will begin at 1pm EDT, and last around two-and-a-half hours. Topics to be addressed will include how Americans resident in Canada who are looking to renounce their citizenships might best minimize the costs involved; what the pros and cons of renouncing are; what options are available to those who have let their U.S. tax filings slip; and how to ensure that once you've renounced, you can re-enter the U.S. in the future without a problem.

For more information and to register, click here.

August 22: Moodys Tax Law LLP -  Webinar on 'departing Canada'; 9am – 10:30am, MDT

A Moodys Tax Law webinar with a difference, this will address some of the many issues that face the growing number of Canadian citizens and residents who are saying good-bye to Canada to move to other countries. Topics to be addressed will include the tax and immigration implications of departing Canada, which are among the most popular destinations chosen by Canadians, including those looking to live in a more tax-friendly environment; and what those leaving Canada now should do, if anything, if they plan to return to live again in Canada one day. 

Presenting the webinar will be Moodys Tax's Elan Harper, MBA, LLM and TEP; and Kenneth Keung, CPA, TEP and CFP. A Q& A period will be included during the webinar. 

A fee of C$25 is being charged for those interested in participating, with all the proceeds going to the Calgary Food Bank.  

For more information and to register, click here.

Sept. 23: Dunhill Financial, Valiant Wealth, American Citizens Abroad, American Int'l Club of Rome webinar: ''Financial planning for U.S. expats in Italy' webinar, part 2 

Wealth management experts for London-based Dunhill Financial and Rome’s Valiant Wealth will host a free webinar on Wednesday, September 23, to address the financial planning issues affecting Americans living in Italy, or who are planning to. The webinar will be the second in a series on the subject of American expat wealth management issues in Italy.

As reported, the first outing took place in June, and included among its speakers Dunhill Financial founder Brian Dunhill, Valiant Wealth’s Tom Goold and Adam Smith, and American Citizens Abroad executive director Marylouise Serrato, all of whom will also participate in this session.

Also like the first webinar, this one will examine the challenges facing U.S. expats and taxpayers resident in Italy, as well as how they are best advised to invest and plan for their futures, given the myriad complications and often unforeseen difficulties they often encounter.

Joining Dunhill, Goold, Smith and Serrato for the session will be American International Club of Rome president Silvia Anna Zamarripa.

The webinar will begin at 3:30pm Central European Summer Time (2:30pm British Summer Time), and will end with a brief Q&A session. Advance registration is required. Those wishing to participate in the webinar should click here to sign up to do so.

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