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.
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.
Advisory services in the United States are offered and provided through Skybound Wealth USA, 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.
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Understand your provider’s rules for foreign addresses
Compare 401(k) and IRA fees
Review tax implications
Confirm the IRA custodian supports foreign residency
Evaluate investment preferences
Consider currency needs
Understand Roth conversion implications
Evaluate long-term residency and retirement goals
Consult advisers familiar with cross-border planning
Ordered list
Item 1
Item 2
Item 3
Unordered list
Understand your provider’s rules for foreign addresses
Compare 401(k) and IRA fees
Review tax implications
Confirm the IRA custodian supports foreign residency
Evaluate investment preferences
Consider currency needs
Understand Roth conversion implications
Evaluate long-term residency and retirement goals
Consult advisers familiar with cross-border planning