Annual US Expat Tax & Finance Conference – London, 10-11 March 2020
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.
This year we have a dedicated website for our conference, please see: http://usexpattaxlondon2020.mystrikingly.com/
Day 1: 10 March 2020
9.30 Chairman’s introduction: Seb Purbrick, EY
9.35-10.25am Federal & state tax update: Rikveer Mangat and David Crabtree, Frank Hirth
10.45am-11.35am QBUs and Form 8858: John Havard, Blick Rothenberg
11.35-12.25pm Green Card holders, tax treaty tie breakers and more: John Richardson, Citizenship Solutions
1.30-2.20pm US deferred compensation rules: Peter Megoudis, Trowbridge Professional Corporation
2.20-3.10pm Foreign tax credits: planning update: Seb Purbrick, EY
3.30-4.20pm US/UK estate planning update: Lucie Newton, Forsters
4.20-5.20 Panel: Planning ahead: UK persons moving to the US; Americans moving to the UK – what needs to be done?: John Havard, Blick Rothenberg and Andrea Solana, MASECO Private Wealth
5.20pm Drinks reception
Day 2: 11 March 2020
9.30 Chairman’s introduction: John Richardson, Citizenship Solutions
9.35-10.25am Gift and estate tax for aliens: Joe Brothers and Melissa Gurian, Withers
10.50am-11.40am US taxation of foreign trusts and corporations: Peter Megoudis, Trowbridge Professional Corporation
11.40-12.30 PFICs – sourcing, FTCs, mark to market sourcing, hedge funds: Linus Ostberg, Moore Global US Tax Services Ltd.
1.50-2.45pm Expatriation procedures – compliance before, or after?: John Richardson, Citizenship Solutions
2.45-3.35pm Cryptocurrencies: James Rose, Coutts and Carol Hipwell, Frank Hirth
4.00-4.50pm Advising the non-compliant US person and other ethical issues: John Richardson and Peter Megoudis
5.00pm Review and close