Tax, Immigration & FOREX Considerations

(Webinar held 23rd June 2022)

The United States remains a popular destination for high net worth individuals, entrepreneurs’ and highly skilled expat workers.  

The expert panel navigate the complexities of the US tax landscape that applies to non-US citizens, VISA options and exchange control/FOREX strategies and solutions.

The webinar covers:

• US pre-arrival planning and considerations - common pitfalls to bear in mind
• The Substantial Residence Test - when do you become US tax resident?
• US tax and reporting for US residents
• What are some of the key points to note for investors interested in relocating to the US?
• Exchange control strategies

This webinar will be useful to individuals who want a refresher on the US tax rules and how they apply to non-US citizens, and to those who wish to understand the procedures to relocate to the US.

Speakers:

Charlotte Davies, US Senior Tax Manager at Tax Advisory Partnership
George Ganey, Partner at Ganey Law Group
Thomas Lobban, Legal Manager: Cross Border Taxation at Tax Consulting SA.

In collaboration with:

Thomas Lobban

George Ganey