Expats in France Quarterly Financial Forum - Q1 2023 - US Tax Filing Update and Strategies скачать в хорошем качестве

Expats in France Quarterly Financial Forum - Q1 2023 - US Tax Filing Update and Strategies

In this panel discussion, we talk about the unique situation of being a US expat in France and having to file US as well as foreign taxes. The session last for an hour as we discuss US filing in requirements for Americans in France in 2023 alongside Jonathan Hadida from Hadida Tax, and Adrian Leeds from the Adrian Leeds Group. The topics covered include : Expats US tax filing overview Non-US bank and investment account reporting Taxes and real estate US tax treatment of foreign pensions Avoiding double taxation What's new filing in 2023 ----- Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm. ------ Adrian Leeds speaks at conferences and seminars in both the U.S. and France on a variety of related topics to living and investing in France. Her site adrianleeds.com provides a wealth of information for Francophiles as well as reservations and booking services of luxury apartments for a select group of property owners in Paris and Nice. She is the author and editor of the Parler Paris and Parler Nice Nouvellettres®. ------ Jonathan Hadida is the founder of Hadida Tax and an experienced tax professional with a history of assisting clients accumulate wealth through personalized wealth and tax planning. He previously managed a team of consultants at Deloitte responsible for providing advice regarding personal income tax and social security in relation to cross border issues stemming from international relocations. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn:   / dunhill-financial-llc   Twitter:   / dunhillfin   Facebook:   / americanexpatfinances   DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #financialplanning #taxes #france #financialadvice #expat #expats