New date: Annual US Expat Tax & Finance Conference – London, 26-27 March 2019


Mar 05-06

The 8th Annual US Expat Tax & Finance Conference will be held in London in March 2019. The 2018 conference featured expert speakers from the US, UK and Canada, and examined in detail the recent US Tax Cuts & Jobs Act and its implications for Americans living overseas.

The 2018 programme is shown below and featured heavily the Tax Cuts & Jobs Act, looking at the provisions that directly affect individuals and those corporate measures that may impact your individual clients. The corporate changes are particularly onerous and of course while “corporate” often suggests large organisations, many individuals that operate through limited companies are equally affected.

Our speakers are as always drawn from the best in their area of practice, with a welcome return for Jay Krause from Withers, who has been with the firm’s Far East offices for several years. John Richardson and Peter Megoudis from Canada, who were so highly rated by last year’s participants, returned to share their expertise this year.

The 2018 programme was as follows:

Day 1:

9.40am                        Chairman’s introduction: Julian Nelberg, PwC

9.50-11.00am             Federal and state tax update, including TCJA provisions for individuals: Alex Jones and Glenn Snow, Frank Hirth

11.00-11.30am           Coffee

11.30am-12.30pm      The TCJA in detail (including employee compensation, repatriation tax: Peter Megoudis, Trowbridge Professional Corporation

12.30-1.45pm             Lunch

1.45-2.35pm               Impact on US individuals of 2018 UK reforms on taxing non-doms: Paul F Lloyds, PwC

2.35-3.10pm               UK tax position on residents’ interests in US LLCs: George Mitchell, Forsters

3.10-3.55pm               Current issues in US immigration law: Nita Upadhye, NNU Law

3.55-4.15pm               Tea

4.15-5.15pm               Green card “expatriation”: Case study led by John Richardson, Citizenship Solutions

5.15pm                       Drinks reception

Day 2:                        

9.30am                        Chairman’s introduction and review of day 1: Peter Megoudis, Trowbridge Professional Corporation

9.30-10.25am             The transition tax: John Richardson, Citizenship Solutions

10.25-11.15am           TCJA: Corporate and business tax: Jamie Darkenwald and Rob Jenkins, Deloitte

11.15-11.45am           Coffee

11.45am-12.35pm      Real estate and the use of trusts: Jay Krause, Withers

12.35-1.50pm             Lunch

1.50-2.45pm               US corporate reporting issues – form 1120f: Stephanie Oliver, Frank Hirth

2.45-3.10pm               Tea

3.10-4.30pm               Panel discussion: Use of insurance products in tax and wealth planning: led by Grayson Dufrene, Vie International

4.30-4.45pm               Review and close