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Tax Compliance & Planning
March 9, 2021

US/UK Tax Compliance & Planning Webinar

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We are delighted to invite you to our latest webinar on US/UK Tax Compliance & Planning 

10:00am EST Wednesday 17th March

It’s Tax Season! Have you got your finances in order?

Come participate in our latest live webinar with International Tax Consultant, James Cassidy.

The webinar will be hosted by US Regional Manager, Nathan Tarr, with James Cassidy as our guest speaker. This latest webinar will focus on providing helpful information that may assist you in meeting your tax filing obligations.

Topics covered will include:

  • Overview of US Tax Rules
  • US Taxation of Foreign Investments and Businesses
  • US & UK Real Estate
  • Reporting of Foreign Pension Plans and Financial Assets
  • US Gift and Estate Tax Issues
  • Tax Planning for US Residents
  • Wealth Preservation Planning – Contributing Assets to a Foreign Pension Plan

Register Your Interest In Attending Here

Register Now
Guest Speaker

James has an understanding of tax compliance, research & planning strategies for individuals dealing with cross border tax obligations.

As an expat growing up in two cultures, James took a special interest in the challenges faced by individuals & businesses crossing borders. He has spent his entire career dedicated to international tax concerns for expatriates.

Register Your Interest In Attending Here

Register Now

At the close of the session, James will also host a live Q&A. This will be a fantastic opportunity to put your questions to who we believe to be one of the industry’s most knowledgeable figures.

If you have any specific questions for James, please submit them ahead of the call to jennifer.vega@skyboundwealthusa.com

Disclosure

Advisory services in the United States are offered and provided through Beacon Global Advisor Network, LLC, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training and does not imply endorsement by the Securities and Exchange Commission (SEC) or any state. No promises or guarantees are offered that you will attain your financial or investment goals or objectives.

This information expressed on the conference call are the opinions of Skybound Wealth Management and James Cassidy, and are provided to you for informational purposes only.

Tax laws and regulations subject to change.  Always consult your own tax professional prior to investing.

To contact us regarding this post, please fill out the form below and we will be in touch soon.

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