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, how quickly can I get a Green Card?
- How difficult is it to change employers?
- Do I have anything to fear from the Trump Administration on the immigration/Visa front?
- 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?
- What is the UK's Lifetime Allowance Tax?
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.
June Tan, Bank of the West
VP, Senior International Development Officer
June Tan focuses on assisting international clients that are relocated to the United States with their banking needs. Her international banking expertise and desire to provide exceptional customer service build solutions that address client?s challenges and opportunities here in the US. If you have questions or would like further information on banking in the US, please feel free to contact June.
+1 415 471 9234
Anthony Amodei, Spott Lucey & Wall
Anthony Amodei is a Tax Manager at Spott, Lucey & Wall, Inc. CPAs in San Francisco, California. Since 2012, Anthony?s work has focused on accounting and tax compliance services for individuals and businesses with international complexities.
Anthony is a certified public accountant and holds a Bachelor of Science degree in Accounting from Marquette University, a Master of Science in Accounting degree from Marquette University, and is currently completing a Master of Science in Taxation from Golden Gate University. Anthony is an active member of the California Society of Certified Public Accountants, and regularly attends various international business events around the Bay Area.
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.
Alejandra Zapatero, Erickson Immigration
Director Attorney, Client Relations
Alejandra Zapatero is a Managing Attorney with Erickson Immigration Group. Alejandra has been practicing immigration law for 10+ years in Virginia, Washington D.C., and California. Her practice focuses on corporate immigration working with large, medium, small, and startup companies in filing employment-based petitions for foreign workers seeking temporary and permanent employment in the U.S. Her experience includes immigrant and non-immigrant visa petitions. Alejandra advises employers from startups to Fortune 500 companies on establishing and refining immigration programs including strategies for hiring, compliance, and complex immigration matters resulting from corporate restructuring including mergers, acquisitions, and reductions-in-force.
Alejandra is a frequent speaker on immigration issues and has presented at various conferences and events including Worldwide ERC, Bay Area Mobility Management, sf.citi, Global HR Business News, and the Council for Global Immigration.
Alejandra earned her Bachelor of Arts degree in English from the College of William & Mary in 2006 where she was the recipient of a 4-year academic merit scholarship. She earned her Juris Doctor degree from The University of Richmond School of Law in 2010. Alejandra is admitted to the Virginia State Bar and is a member of the American Immigration Lawyers Association, the National Association of Women Lawyers, the British American Business Council, the Virginia State Bar Association, and the Hispanic Bar Association. Alejandra also serves on the Bay Area Mobility Management Board of Directors. Alejandra has a native fluency in Spanish.