It's Tax Season! Have you got your finances in order? This latest webinar will focus on US/UK Tax Compliance & Planning, with guest speaker James Cassidy.
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
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.
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.
Investing involves risk including the loss of principal. No guarantees of investment performance are offered. Your account values will fluctuate and there will be periods involving negative returns. Investing requires a long term time horizon.
The advice provided by Skybound Wealth Management USA, LLC is provided through a registered investment adviser tailored to suit your individual circumstances and risk appetite. Registration as an investment adviser does not imply a certain level of skill or training.
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