Annual US Expat Tax & Finance Conference – London, 6-7 March 2018
The 7th Annual US Expat Tax & Finance Conference will be held in London from 6-7 March 2018. Featuring expert speakers from the US, UK and Canada, the conference will examine in detail the recent US Tax Cuts & Jobs Act and its implications for Americans living overseas.
The 2018 conference will be held at The Hatton, from 6-7 March 2018. The latest programme is shown below and features 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, return to share their expertise this year.
Full details are in the programme below.
Pricing for the two-day event starts at £750 plus VAT for members of the US Professionals Association. This includes documentation, lunch and refreshments on each day and a drinks reception on the middle evening.
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
Members of the US Professionals Association: £750 plus VAT
Non-members: £1050 plus VAT