US expatriate tax year-end conference: 15 November 2018


Nov 15

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 will be available in late summer but as a guide, the 2017 programme is shown  below.


9.30am Chairman’s introduction Julian Nelberg, PwC
9.35-10.35am Federal and State tax update Alex Jones, Frank Hirth
10.35-11.00am Coffee
11.00-11.50am Dealing with expatriating clients Suzanne Reismann, Law Office of Suzanne Reismann
11.50am-12.40pm Impact of 2018 UK reforms on taxation of non-domiciled individuals on US citizens Paul Lloyds, PwC
12.45-2.00pm Lunch
2.00-2.50pm Trust planning in light of recent US and UK law changes George Mitchell, Forsters
2.50-3.40pm US tax reform proposals Scott Barber, Buzzacott
3.40-4.10pm Tea
4.10-5.10pm Panel: Planning for the year end Julian Nelberg (Chair); Scott Barber, Neil Williams, LGT Vestra, Maya Buckland, Withers
5.10pm Chairman’s summary and close


Pricing for 1-day conference: £395 plus VAT for members of US Professionals Association, £495 plus VAT for non-members

Cost includes full conference documentation and refreshments including lunch.