May was slow to get going, but now that we're halfway through the month, a number of tax, financial planning and other sorts of webinars and events are scheduled to see us into June...(see below)...
Monday, May 23: Congress's Americans Abroad Caucus to hold a "meeting" on the subject of Americans abroad and their tax and financial access issues: Details, incuding the time and place of this meeting were not immediately available, but expats are being urged to ask their members of Congress to attend. The meeeting will not be open to the public.
Wednesday, May 25 (5pm BST): Investment Webinar, sponsored by London-based MASECO Private Wealth, and featuring Damian Barry, who joined MASECO as chief investment officer earlier this year...
Barry will be joined by MASECO Private Wealth co-founder and managing partner James Sellon, and Jason Hsu, founder and CIO of Rayliant Global Advisors and co-founder of Research Affiliates. Among the topics they'll address will be "factor-based investing," a subject that Hsu is well known in the academic and institutional community for, for being on the cutting edge of.
Wednesday, May 25 (6:30pm – 7:30pm, BST): Democrats Abroad UK Tax Committee-sponsored online Zoom webinar: '"Financial Planning 101," featuring Dunhill Financial's Brian Dunhill, and Everfair Tax managing director and head of private client tax services Gillian Everall
This roughly hour-long session will aim to cover the basics of financial planning for Americans who live in the UK, addressing such issues as how a UK-resident American can save; invest; and plan for the future, while having to comply with both the U.S. and UK tax regimes; how to manage one's finances, with a non-U.S. spouse; how to save for one's dual U.S./UK citizen child's future; and so on.
The session is especially aimed at those American expats who are fairly new to the UK, or who have lived abroad for some time but have never taken the time until now to address their savings/retirement-planning needs; or even those who might have a pretty good understanding of the situation, but who have a question about a specific issue they'd like to have answered. (A Q&A session will begin around 7pm.)
The (non-refundable) cost to participate in the webinar is US$12.50, with concessions available at US$7.50; those unable to attend may buy a recording ticket. The event is closed to the press. For more information and to register, click here.
Tuesday, May 31 (6pm CET): Annual General Meeting of the Association of Americans Resident Overseas, Reid Hall's Salle de Conference, 4 rue de Chevreuse, 75006, Paris
The AGM is open to all AARO members "in good standing," who are welcome to attend free of charge. A cocktail reception will immediately follow the business meeting, and a guest speaker, who is yet to be announced.
All reservations to attend the AGM must be received by 5pm CET on May 25. Information and a link to sign up may be found on the AARO website by clicking here.
Wednesday, June 1 (6pm – 7pm, BST): 'Meet the Taxpayer Advocate Service', a free online webinar, aimed at educating American expats around the world about the existence of TAS, an independent organization within the IRS that exists specifically to help U.S. taxpayers resolve their tax problems; this event is being hosted by the Taxpayer Advocacy Panel, another IRS body
This webinar is designed to be an introduction to the Taxpayer Advocate Service, for those who aren't familiar with it, but who may need it. It's described as being for anyone who may have "received a penalty notice" from the IRS, and you doesn't know what to do; who "tried to contact the IRS about an issue and the IRS hasn't resolved it yet"; who is "facing significant financial hardship" and will struggle to meet their tax obligations as a result; or who has had "an IRS system or procedure fail to resolve [their tax-related] issue."
"Generally, TAS helps taxpayers whose issues fall into one of these main categories: financial hardship; an IRS system issue; [or an issue having to do with] fair and equitable treatment," according to a TAS item about the scheduled webinar.
The Taxpayer Advocacy Panel, which is hosting this webinar, is a group of around 75 volunteers who, during their three-year terms, work with IRS staff to help American taxpayers in the districts they represent to navigate their way through the IRS, while also helping the IRS to identify ways that it may improve its delivery of services to taxpayers.
For information on the webinar and details to sign up to participate, click here.
To see a one-minute YouTube video on the Taxpayer Advocate Service, click here.
- American expat-focused wealth, tax, and advice firms actively recruiting, as 2023 looms
- Taxpayer Advocacy Panel's Lammers tells ACA how expats can use TAP to make their voices heard
- 'La rentrée' sees tax and financial planning webinars, podcasts & events return to Expatland
- A Reader Asks: 'Someone mentioned that the IRS's Taxpayer Advocate Service can help expats. How?'
- AmCham Hong Kong unveils 10-part seminar series to consider, discuss the SAR's future