US tax compliance for your expatriate clients: Request dates


Apr 01-03

A new and unique perspective on the taxation issues affecting US citizens abroad

Unlike almost every other country in the world, the US obliges its citizens to make a return of their income and assets regardless of their place of residence. The recent introduction of FATCA has meant that even more US expats are conscious of ensuring that their tax affairs are in good order.

This course deals comprehensively with the compliance and planning issues, making it suitable for all professional advisers in this area, at all levels of experience. And because it runs over just three days, it is ideal for busy professionals and/or those travelling from outside the UK.

Because tax should never been seen in isolation, we also feature content such as immigration law and retirement planning, two of the key areas where mistakes can be costly.

The course focuses on understanding the issues that face the American living abroad and wishing to be tax compliant. We do discuss some of the forms that need to be completed but this is not a series of lectures in how to complete those forms. No particular level of US tax experience is expected or taken for granted as everyone will be looking to fill the gaps in their knowledge. If you’re unsure whether it is for you, this was a remark from one of our participants from the first course:

“I have learned more in these last three days than I could ever have expected. John really tells it as it is!”

Training takes place at a dedicated training venue in central London and is taught by Toronto based lawyer John Richardson, a US/Canadian dual citizen.

Call +44 (0)1962 458058 or email for more details.

Course tutor

  • Four kinds of Americans abroad
  • Structure U.S. laws
  • Residence
  • Who is a U.S. person?
  • Forms
  • Transfer
  • Principal residence
  • FBAR marriage
  • Living as an American abroad
  • Obamacare
  • Social Security
  • Pensions
  • Trusts
  • Foreign corporations
  • FATCA hunt
  • Coming into compliance
  • Taxpayer profiles
  • Executors and non-compliance
  • Exit tax
  • The Reed Amendment
  • FastAct2
  • Sacred Trust: Counselling U.S. citizens