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

Event Sponsors

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?

Panelists:

	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.
	Troy Christensen, Spott Lucey & Wall Mr. Christiansen is a CPA with the firm, Spott, Lucey, & Wall, Inc. Spott, Lucey, & Wall, Inc works with foreign corporations investing in or owning U.S. businesses, foreign citizens working in the U.S. as well as U.S. citizens and residents working abroad. Currently over 85% of the firm?s clients have international issues. Troy works closely with foreign owned businesses as well as individuals. Currently he works with a significant number of key executives who work both within and outside of the US. He is also heavily involved with the evaluation of the US tax implications of Passive Foreign Investment Company?s (PFIC). His foreign clients are from about 25 different countries ?predominately Germany, United Kingdom, Australia, and Sweden. Troy currently serves on the Young Professionals committee for the BABC. He graduated from University of Washington, Bothell in 2010 with a Bachelor of Arts in accounting and currently in the process of obtaining his Masters in Taxation from GGU.
	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!
	MODERATOR: Rebecca Mulligan, Bank of the West Relationship Manager Rebecca Mulligan is a Relationship Manager at Bank of the West. Her team focuses on assisting international clients with their banking needs. Her clients include international entrepreneurs and families, high net-worth individuals and multi-national businesses. She holds a BA in business and an MA in international marketing. Prior to joining Bank of the West, Rebecca worked in the banking industry for over two years in roles ranging from digital marketing to partner relations. She is fluent in English, French and Spanish.

British Expats: Tax, Financial, Retir...

Date and Time

Wednesday Mar 9, 2016
6:00 PM - 8:00 PM PST

Wednesday, March 9th. 2016

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

Location

Bank of the West
180 Montgomery Street, 22nd Floor
San Francisco, CA 94104

?The Information presented is intended to be informative. The views of the speakers are their own, and no organization is responsible for their statements. No goods, services or offers are made in any presentation. No tax, or legal advice will be offered. Participants are encouraged to seek financial, tax and legal advice from their own financial, tax and legal professionals.?

Fees/Admission

Pre-Registration is required:
$15 Members
$30 Non-Members

Website

British Expats: Tax, Retirement & Immigration Solutions You Need To Know!

Contact Information

Jo Healey (415) 296 8645
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Printed courtesy of www.babcsf.org/ – Contact the BABC Northern California for more information.
149 New Montgomery Street, San Francisco, CA 94105 – (415) 296-8645 – chastings@babcsf.org