updated 10:36 PM CET, Dec 3, 2022

Global lockdown prompts U.S. expat groups to offer varied range of online events

After almost a year of pandemic-induced lockdowns, travel bans and similar restrictions on the ability of people to travel and meet up in the usual way, online "webinars" and "virtual conferences" have increased dramatically in the American expat-focused wealth management, tax and financial advice sectors.

Here, we're posting a selection from our regular "Listings" page (www.americanexpatfinance.com/news/item), to help some of these online event sponsors and their audiences to find each other – especially now, as tax reporting season gets under way... 

Tuesday, Feb. 9 through Wednesday, Feb. 24: The annual DJH International Tax Conference, online edition 

For the first time since she began sponsoring her annual international tax conferences, UK-based Deborah J. Hicks is arranging for the event to take place online this year, owing to the Covid pandemic, and consequent global lockdown. This year's event will take the form of six two-hour sessions, that will take place over three weeks in February, beginning on Feb. 9.

The dates of the rest of the sessions are: Feb. 10; Feb. 16; Feb. 17; Feb. 23; and finally, Feb. 24. 

The sessions will begin at 11am Toronto time on those dates, 4pm London time, and run for two hours. 

Topics scheduled to be addressed include: "Federal and State Tax Update"; "Reporting Requirements for Foreign Retirement Plans, after Rev. Proc. 2020-17"; "Dying with UK Assets"; "The U.S. Provisions on Cryptocurrencies"; and "The Generational Transfer of Wealth and the Future of the Estate Tax Exemption".  

Among the tax professionals scheduled to participate are Alex Jones and Glenn Snow of Frank Hirth, London; John Richardson of Citizenship Solutions, Toronto; Max Reed of Polaris Tax, Vancouver; Peter Megoudis of Trowbridge, Toronto; Lisa Gray of Blick Rothenberg, London; Monte Silver of Silver Law, Herzelia Pituach; Ray Kinoshita of Grant Thornton, Toronto; Stuart Gibson, of Washington, DC; and Elena Hanson of Hanson Crossborder Tax, Oakville, Ontario. 

The price to participate in this year's conference will be £600 plus VAT.

Payments may be made by bank transfer or Visa/MasterCard.

For those looking to add CPD hours to their books, the event will count as 12 credit hours, which will be automatically given to any enrolled agents who participate in all the sessions.

For more information and to register, go to www.usexpattaxconference.com. 

Thursday, March 11: American Citizens Abroad webinar on 'U.S. tax filing information, the latest from Washington, and stimulus checks', with Americans Overseas; 9am - 10am EST (2pm - 3pm GMT)

ACA, a Washington, DC-based U.S. expat advocacy organization, is hosting this free webinar with Amsterdam-based Americans Overseas. The event will feature ACA executive director Marylouise Serrato and Americans Overseas's Michael Littaur. A live, 30-minute Q&A will follow the presentations.

No recording of the webinar will be available afterwards, and the number of those able to participate is limited; registration is required, and may be done by 
clicking here.

Wednesday, March 17: 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, Dunhill Financial says. In this webinar, on March 17, the American expat-specialist wealth manager plans to explore just how different it is for Americans living abroad – and what they should and shouldn't be doing with their money – in conversation with Guillaume Grisel of Bonnard Lawson, the Geneva-based, international law firm.   

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