US expatriate tax year-end conference: 15 November 2018
Our annual one-day conference ahead of the US tax year end to bring advisers up to date with developments and to look at some of the planning opportunities available to optimise clients’ tax position at this crucial time of year.
The 2018 event will be the seventh annual year-end conference and will feature expert speakers drawn from the leading firms of accountants, tax consultants and lawyers.
The programme is as follows:
|9.30am||Chairman’s introduction||James Rose, Coutts|
|9.35-10.35am||Federal and State tax update||Alex Jones and Glenn Snow, Frank Hirth|
|11.00-11.50am||Estate taxes and NRAs||Lisa Gray, Westleton Drake|
|11.50am-12.40pm||Impact of 2018 UK budget on the taxation of non-domiciled individuals:||Laurence Morgan, Forsters|
|2.00-2.50pm||Mixed fund cleansing – planning opportunities:||Seb Purbrick, EY|
|2.50-3.40pm||Charitable giving as a year-end planning strategy:||Andrea Solana, MASECO Private Wealth|
|4.10-5.10pm||Panel: Planning for the year end||Chaired by James Rose, Coutts|
|5.10pm||Chairman’s summary and close|
Pricing for 1-day conference: £400 plus VAT for members of US Professionals Association, £500 plus VAT for non-members
Cost includes full conference documentation and refreshments including lunch.
Save £25 by booking before 27 October