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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 some online networking at 4.30pm, the panel session will start at 4.45 pm.
Some of the questions you will have answered:
TAX:
- 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?
BANKING/CREDIT:
- 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?
IMMIGRATION:
- Now that I'm here, how quickly can I get a Green Card?
- How difficult is it to change employers?
UK PENSIONS:
- 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 how do they affect me?
- What is the UK's Lifetime Allowance Tax?
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Panelists:
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MODERATOR:
Kevin West, Xe
Director of Partnerships, Money Transfer Segment
Kevin brings to Xe a wealth of experience in the foreign exchange and international payment industry, spending the last 10 years working directly with customers and partners to support their cross-border needs. Having worked in Europe and the Middle East previously, Kevin and his family have made Austin, Texas their home. As Head of Partnerships, Kevin and his team work with Xe’s partners to deliver additional value to their clients, strengthen their relationship and enhance their overall offering. For fun, Kevin is an avid sports fan, trying his best to follow his UK soccer team and finding time to get on the golf course.
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Anthony Amodei, Spott Lucey & Wall
Tax Manager
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.
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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.
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Alejandra Zapatero, Erickson Immigration
Shareholder
Alejandra Zapatero is a shareholder 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.
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