US Expat Tax
Year-end Planning Conference 2021: Online
Live Zoom session: 17 November, 2021
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Agenda
Planning for the year end for your US expat clients
Please note that session will run from 9am-1pm, EST and 2-6pm, GMT
A Federal & State tax update will be presented by Alex Jones, EY Frank Hirth, London, with elaboration on estate and gift tax matters by Leslie Kellogg, Hodgson Russ, Buffalo, NY; on GILTI by Alex Straight, Blick Rothenberg, London; and on income and capital gains tax matters by Peter Megoudis, Trowbridge Professional Corporation, Toronto
Hear from our top experts on US tax
Speakers
Alex Jones
EY Frank Hirth
Alex Jones is a US and UK personal tax advisor with 30 years’ experience of providing complex planning and assistance to high net worth individuals.
He returned to Frank Hirth in August 2017 after an absence of 16 years, the last 10 of which he spent in a leadership role in Deloitte’s US/UK High Net Worth Practice in the UK.
Alex specialises in clients connected to the funds industry such as investment professionals, as well as business owners and entrepreneurs. He advises on the US/UK interactions on personal income, capital and social security, estate and Inheritance taxes and the use of trusts.
He is particularly noted in respect of the application of the UK/US tax treaty, including pension issues, the UK treatment of LLC interests, carried interests and FATCA.
Alex is licensed to practice before the Internal Revenue Service in the US (Enrolled Agent), sits on the British American Business Inc (BABi) Tax Forum and has been a very regular speaker at the US Professionals Association and its predecessor organisations over the last 20 years.
Peter Megoudis
Trowbridge Professional Corporation
Peter Megoudis provides a wide variety of cross-border (US and Canadian) tax services, including advising High Net Worth clients on corporate, trust, and personal structuring of their businesses, trust and estate planning, and trust and personal tax filings and compliance. He also advises individuals on tax planning and compliance implications of leaving or entering Canada, or expatriating from, or leaving, the US; as well as assisting them in US or Canadian Voluntary Disclosure applications. He also consults with both companies and executives on designing deferred compensation plans, and determining compliance with US and Canadian compensation rules.
He has over 20 years of experience as a Partner in a big four firm in their Global Employer Services Group and the cross-border tax field, and has published extensively on both HNW and compensation areas, and is a frequent speaker at conferences and forums.
Leslie Kellogg
Hodgson Russ
Leslie Kellogg practises in a wide range of U.S. and international tax areas. She counsels clients on advantageous business structures for tax and estate planning purposes and has a particular focus on helping high-net-worth families manage estate planning goals in multiple jurisdictions. Her practice often focuses on cross-border matters, including structuring considerations in purchasing U.S. real estate, business expansion into the United States, tax considerations in private and public offerings, and the application of the U.S. anti-deferral regimes. She also regularly counsels clients on U.S. tax compliance matters as well as the ramifications of relinquishment of U.S. citizenship or lawful permanent ("green card") status.Leslie's clients include business owners and investors, high-net-worth individuals and privately held businesses.Leslie exclusively practices U.S. law and is admitted to practice in New York.Alex Straight
Blick Rothenberg
Alex Straight is a partner in the Private Client department at Blick Rothenberg and has been practising US and UK tax since 2007. He works primarily with entrepreneurs and owner-managed businesses assisting with their US and UK tax considerations. He covers a wide range of businesses and individuals ensuring that his clients’ personal and business tax considerations are aligned. This includes US reporting and tax advice in relation to international business structures and cross-border business advice. Alex is a UK Chartered Tax Adviser and an agent enrolled to practise in front of the Internal Revenue Service.
Pricing and booking
Pricing
For participants in Canada: CAD$400 plus HST
For participants in the UK and elsewhere: £250 plus applicable VAT
Payment
Payment can be made by bank transfer or Visa/MasterCard or in Canada by email transfer. Details will be shown on the invoice.
CE, CPD, CPE credits
A total of 4 credit hours will be available for this event. CE credits for enrolled agents are automatically given.
CPD Programs
Our partner in Canada
The conference is offered in association with CPD Programs, who will handle all payments for Canadian participants.
Booking terms and cancellation policy
- Places may be reserved by email but cannot be guaranteed until payment has been received.
- Payment in full is required on receipt of an invoice, whichever is later.
- Substitution of participants may be made at any time without charge.
- Cancellations received in writing more than 10 days prior to the conference will be refunded, less a 20% administration charge.
- No refund for cancellations received less than 10 days prior to the first day of the conference.
- The conference fee is fully refundable only if the event is not held as scheduled. If this should happen, neither DJH International Tax Ltd. nor CPD Programs will be responsible for any additional costs incurred.
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