Annual US Expat Tax & Finance Conference – London, 5-6 March 2019
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:
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
11.30am-12.30pm The TCJA in detail (including employee compensation, repatriation tax: Peter Megoudis, Trowbridge Professional Corporation
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
4.15-5.15pm Green card “expatriation”: Case study led by John Richardson, Citizenship Solutions
5.15pm Drinks reception
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
11.45am-12.35pm Real estate and the use of trusts: Jay Krause, Withers
1.50-2.45pm US corporate reporting issues – form 1120f: Stephanie Oliver, Frank Hirth
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