HOW TO OFFSET U.S. TAX LIABILITIES WITH AN INVESTMENT PORTFOLIO

NEXT WEBINAR


Tuesday 10 September 2019

07:00 PM BST | 08:00 PM CEST


We are Expats Too!

The Beacon Financial Education team consists of cross border professionals. We are away from home - just like you - and have lived in multiple countries ourselves, so we understand the financial concerns you have and the challenges you face when it comes to financial planning.


Our aim is to help those living abroad with their personal lifestyle planning and wealth management. 


We regularly organize webinars regarding a variety of financial planning topics, offer informative articles in our quarterly newsletters and our website provides useful tools & guides. 

Are you an American living in Europe, or are you an International that needs to comply with U.S. FATCA regulations, looking for investment opportunities? Then, you might think your options are limited - European funds generally don't allow Americans - and creating a solid investment portfolio is probably challenging. 


Still, there might be options that you are not aware of. Options to set up a diverse and solid portfolio, offering you better wealth management options and investment choices, while giving you more flexibility and more control of your money.

Are you an American or International with a U.S. nexus?

Today's webinar will discuss various topics that affect Americans and U.S. connected persons living in Europe:

  • What is a U.S. connected person for U.S. tax purposes?
  • How do U.S. tax laws affect investment opportunities while living abroad?
  • Why is investment diversification so important?
  • Which investment opportunities are available to American expats and U.S. connected individuals?
  • How can a solid investment portfolio help you to offset U.S. tax liabilities?

What's the webinar about?

David has over 20 years international financial services leadership experience across 6 countries and 3 continents. Having entered the industry in the 1990s as a financial advisor he has led and consulted to companies across Australia, Asia, UK and Europe. 

Tonight's host

David Bellingham

CHIEF EXECUTIVE OFFICER & DIRECTOR at BLACK SWAN CAPITAL EUROPE

He speaks intermediate French (B2), and is learning Dutch in his spare time along with writing his thesis on international management in financial services companies.

A new perspective by next year's tax season

Sign up for our session on Tuesday 10 September!

Inform yourself now, so you can take some steps towards better tax planning and more effective wealth management.

Your Wealth.

Your Future.

Wherever You Reside.

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Beacon Financial Education does not provide financial, tax or legal advice.

None of the information on this site should be considered financial, tax or legal advice.

You should consult your financial, tax or legal advisers for information concerning your own specific tax/legal situation.

Upcoming Webinars

Beacon Financial Education will host a number of webinars on a variety of interesting expat financial planning topics.


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