updated 5:58 PM CEST, May 5, 2021

Latest tax and financial planning webinars, podcasts & events on offer

While some cities, countries and jurisdictions are beginning to relax their lockdown rules somewhat, travel bans and other restrictions continue to prevent many people from being able to meet up in anything like the way they would have in the days before the global Covid pandemic took hold last year...

So, as we've done a few times previously since then, we're posting in our news section a selection of events 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 trundles on, and the latest round of CARES Act stimulus checks are arriving in expat mailboxes...

Thursday, May 6: the UK Chapter of American Citizens Abroad is sponsoring an 'update and virtual chat with American Consular Affairs', beginning at 4pm (BST) and running for around an hour

Among the speakers will be ACA board member and head of ACA's UK chapter, Mike Larsen; ACA executive director Marylouise Serrato and ACA legal counsel, Charles Bruce, who will give a joint update from Washington, DC on such topics as their advocacy efforts there; the CARES Act; proposed new COVID legislation; and ongoing Residence-Based Taxation efforts. Meredith McEvoy, minister counselor for Consular Affairs at the U.S. Embassy in London, will provide an overview of the embassy's consular services. The event will end with a Q&A. 

Participation is free for ACA members and US$25 for non-members. For more information and to register, click here.

Tuesday, May 11: 'Why Changing Washington's Opinion of Overseas Americans Matters', sponsored by the  Adrian Leeds Group; 6pm - 8pm Central European Time

This free Zoom discussion, sponsored by the Adrian Leeds' French property specialist firm, will feature William Jordan, the retired U.S. Foreign Service officer who is now president of the Paris-based Associastion of Americans Resident Overseas. According to an explanation on the Adrian Leeds Group website, "This discussion will be devoted to the real issues Americans face living overseas, and how and why they are treated unfairly or not, from the U.S. government's point of view."

Although the discussion will be free to attend, advance registration is required. More information may be found by clicking here,  and to register, click here, and await a confirmation email containing information about joining the meeting. 

Thursday, May 13: 'A New ESG Era: Impacts & Trends in 2021; BritishAmerican Business (BAB); 'virtual panel' hosted via Zoom 4pm - 5pm BST (11am - noon) 

This first event in BAB's new Corporate Citizenship and Sustainability Series, which is described as being "a bespoke series of roundtables and business briefings covering critical business and private sector-led initiatives in support of COP26, the UN Framework Convention on Climate Change and the UN Sustainable Development Goals (SDGs). The series will look to bring together business leaders, political representatives and key stakeholders with a schedule of business panels and briefings throughout the year, alongside smaller executive roundtable discussions.

This first session "will explore the 2021 ESG trends, and their impact on strategy, financing and policies."  Among the scheduled speakers are Marisa Buchanan, managing director and head of sustainability at JPMorgan Chase & Co.; Mervyn Tang, senior director, global head of ESG research and sustainable finance at Fitch Ratings; and Patricia Volhard, partner at Debevoise & Plimpton. More details about the event may be found by clicking here.

To register, click here.

Wednesday, May 29: Dunhill Financial and Black Swan Capital executives join Shannon Meyer (virtually) to discuss 'topics concerning American expats residing in the Netherlands'; 2:30pm - 3:30pm BST

Brian Dunhill, the American founder of American expat wealth specialists Dunhill Financial, will be joined by Black Swan Capital chief executive David Bellingham, an international financial advice specialist, Certfied Financial Planner and CISI member; Black Swan Capital director of advice and Netherlands general manager Edward Mainwaring-Burton; and Shannon Meyer, a CPA with 22 years of experience in advising U.S. citizens resident abroad as well as foreign nationals on cross-border taxation issues.

To read more about this event, click here.  

To register, via Eventbrite, click here.

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