About the event
Being a US citizen and living and working abroad is no easy feat; with stringent tax and reporting requirements by the U.S. government, it can be very difficult to stay abreast of it all. Reilly Financial Advisors is a U.S.-based wealth management firm providing expats with investment, tax, retirement, and financial planning services. The seminar will discuss the unique expat tax situations and strategies those subject to U.S. dual taxation can utilize. In addition, it will look at the laws and regulations that have made investing hard-earned dollars especially difficult from overseas, and provide an overview of laws such as FBAR, FATCA, Patriot Act, and Mutual Fund Laws, and why having a foreign address on your accounts can cause unnecessary difficulties.
About the Speakers
Gabrielle Reilly serves as Vice President of Europe for Reilly Financial Advisors. She is the third-generation of Reilly to work with international clientele, following in her grandfather and father’s footsteps by working to understand the unique challenges and needs that U.S. expatriates face. Reilly holds a Master of Science in Business Administration from San Diego State University and earned her undergraduate degree in International Banking and Finance from Franklin University Switzerland.
Jason Watters serves as Vice President of Europe for Reilly Financial Advisors. He holds a Master’s Degree in Business Administration, and a Bachelor’s Degree in International Business.
Registration
To guarantee your seat, please register on-line or by e-mail to [email protected] by Monday, February 20. Registrations are accepted on a first come, first served basis.
Event Details
Date: Thursday, February 23
Time: 9-11 a.m. (registration starts at 8:30 a.m.)
Location: AmCham Conference Room (1051 Budapest, Szent István tér 11., 6th floor)
Participation fee: The event is open and free for AmCham members and for business partners of Reilly Financial Advisors.
The event will be held in English with no translation.
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