New date: Annual US Expat Tax & Finance Conference – London, 10-11 March 2020


Mar 10-11

The 9th Annual US Expat Tax & Finance Conference will be held in London on 10-11 March 2020. As always, our programme features the most pressing current issues for Americans living overseas and draws on the expertise of speakers from specialists in both the U.K. and Canada.

One year on from the Tax Cuts & Jobs Act, we continue to look at the provisions that directly affect individuals and those corporate measures that may impact your individual clients. The corporate changes have been 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.

As a guide, the programme for 2019 was as follows:

Day 1:
9.30am Chairman’s introduction

9.45-11.00am Federal & state tax update: Alex Jones and Glenn Snow, Frank Hirth plc

11.00-11.20am Coffee

11.20am-12.10pm Pleading not GILTI – maximising tax deferral for US citizen business owners: Alex Straight, Westleton Drake

12.10-1.00pm Session to be confirmed

1.00-2.00 Lunch

2.00-2.50pm Entity classification rules: Jared Wade, Vault Group LLP

2.50-3.40pm Multiple Tax Residencies, Tax Treaties and Treaty Tie Breakers: John Richardson, Citizenship Solutions

3.40-4.00pm Tea

4.00-5.00pm Panel: Artistes and Athletes – Tax, investment and citizenship implications

5.00pm Drinks reception

Day 2:

9.30am Chairman’s introduction and review of day 1: John Richardson, Citizenship Solutions

9.45-10.35am Outbound tax planning after the TCJA – real estate and corporate: Walter Mansfield, Vault Group LLP

10.35-11.25am International tax enforcement measures coming into force in the EU and the UK and its impact in the U.S. – George Mitchell, Forsters

11.25-11.45am Coffee

11.45am-12.25pm Keynote speech – The TCJA – One Year On – speaker to be confirmed

12.25-1.40pm Lunch

1.40-2.30pm Trusts: What are they good for?: Chris McLemore, Butler Snow

2.30-3.20pm IRS Notice 2019-01 – Previously taxes earnings and profits: Alex Jones, Frank Hirth

3.20-3.45pm Tea

3.45-4.45pm Panel: Subpart F, Transition Tax, GILTI – do these violate the tax treaty?: Moderated by John Richardson

4.45pm Review and close