British Expats: Tax, Financial, Retirement & Immigration Matters You Need To Know! (#expatsbabcsf)

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Name: British Expats: Tax, Financial, Retirement & Immigration Matters You Need To Know! (#expatsbabcsf)
Date: March 29, 2017
Time: 6:00 PM - 8:00 PM PDT
Registration: Sorry, registration for this event is closed.
Event Description:

Whether you are new to the Bay Area or have been here a while, there are things you need to know to ensure success with your tax planning, immigration status and current and future finances.  Navigating the immigration laws, establishing your credit history, understanding the taxation system, and oh, what to do with that UK pension you left behind? While these issues may seem separate, your decisions about one issue, may negatively, or positively, impact one of the other areas.

This is your chance to get your questions answered from a panel of experts in tax, immigration law, banking and UK pensions.  You will also get a chance to connect with people who are in the same situation as yourself.

Join us for networking with food and wine at 6:00 pm, the panel session will start at 6:30 pm.

Some of the questions you will have answered:

  • Do I have to declare my worldwide assets and/or worldwide income when I file my tax return?
  • I will only stay in the US for a short period of time; can I claim some tax back when I leave?
  • I want to transfer some money from Europe to my US bank account; do I have to declare something?
  • How do I obtain a good credit score?
  • Why is a good credit score important and what should I know that will negatively impact it?
  • Now that I'm here legally, how quickly can I get a Green Card?
  • Can I transfer a UK pension plan to the United States?
  • What can I do with my UK Pension now I have moved?
  • What are the new UK pension flexibilities introduced in 2015 and dow do they affect me.
  • Is a QROPS a good idea?



Arnaud Sintes, Bank of the West

Arnaud Sintes is AVP, Business Development Officer at Bank of the West. He focuses on assisting international clients with their banking needs.
His clients include international entrepreneurs and families, high net-worth individuals and multi-national businesses.

Prior to joining Bank of the West, Arnaud was Program Manager at the French American Chamber of Commerce 

Arnaud is fluent in French, Spanish and English.

Charlotte Wall, Spott Lucey & Wall

Tax planning and compliance services provided to various businesses including multi-state professional service corporations, closely-held corporations, foreign corporations, etc. Extensive experience in multi-state and international income tax issues for individuals and businesses. Manages the firms recruiting programs and staff training programs. Firm's lead specialist in multi-state issues (all of her clients are in all 50 states as a group) as well as local taxation (sales and use tax and other local taxes). Manages the firm's real estate practice (developers, landlords, and investors).


California State University , Hayward, California - Bachelor of Science in Accounting awarded 1990
Certified Public Accountant, California 1992
Golden Gate University, San Francisco, California - Master of Science in Taxation awarded 2004

Memberships / Other:
  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants (SF Chapter Board of Directors)
  • Financial Women's Association
  • Swedish American Chamber of Commerce

Emma Cockerton, Florin Pensions LLC
Co-Founder and CEO

Emma Cockerton is co-founder and CEO of Florin Pensions LLC, a US based investment advisory firm specialising in advising expatriates on UK pension transfers. With only British expatriate advisers working at Florin, Florin is well placed to help its clients make sense of their UK pensions and provide local advice on how to manage them before and during retirement.

Florin is headquartered in San Francisco, but has advisers also located in New York and Florida. Prior to Florin, Emma worked in London as an Executive Director in the risk management function of GE Capital EMEA. She started her career as an UK attorney/solicitor working as a Senior Associate with Ashurst LLP, a multinational law firm based in London.

James Mayock, E & M Mayock
Managing Partner

Jim Mayock leads the law firm of E&M Mayock, which practices the full range of business immigration law. We make the hiring of international personnel a competitive advantage.

 The firm specializes in employment-based "green cards" and work-authorized visas.  E&M Mayock offers 35 years of sophisticated expertise, managing successful applications for the entire range of immigration opportunities.

We drive the rapid processing of E Investor, H Professional, L Transferee and O Rockstar petitions.  We facilitate business visa issuance abroad when consular officers become stingy.  We find shortcuts to the onerous PERM Labor Certification process, leading to faster green cards.  

Bringing the world's best and brightest to America!


Jason Kumpf, OFX
Director of Partnerships

Jason is an international growth consultant and advisor, with over fourteen years of successful experience in management consulting, business development, finance, advising, sales and marketing. With experience in Global Fortune 100 and start ups, he has led a diverse set of important initiatives resulting in hundreds of millions of dollars in revenues and transactions.

From investment advising in Europe, to project management of global IT projects, to marketing for national US consumer electronics companies, to business development for California start up technology companies, to sales for New York real estate firms and consulting for private equity, investment banking & technology firms. Jason has a diverse but in-depth back ground. He was a key team member of the once junior company assisting it to quickly grow to over a billion dollars in revenue, an early team member of the then idea phase technology company helping it become worth over $40 million and has additionally started, advised, turned around, managed & consulted to numerous companies.

Jason is passionate about technology entrepreneurship and has been involved in numerous start-up ventures. As an entrepreneur he has been actively involved in social media & online networks for over five years and sees the both the mass consumer and niche networking of humanity as a growing market.

49 Stevenson Street, 13th Floor
San Francisco, CA 94104

Date/Time Information:
Wednesday, March 29th. 2017

6.00 - 6.30 pm   Registration & Networking
6.30 - 7.30 pm   Panel Discussion
7.30 - 8.00 pm   Post Event Networking

Contact Information:
Jo Healey (415) 296 8645
Pre-Registration is required:
$15 Members
$30 Non-Members
$40 On the Door
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