DAUK Tax Day 2022

NOTICE: THIS EVENT HAS NOW BEEN POSTPONED TO A LATER DATE. DO NOT BUY A TICKET. WE WILL NOTIFY THOSE WHO HAVE PURCHASED A TICKET ON NEXT STEPS SOON.

Having trouble ordering tickets? Email taxcom@democratsabroad.org.uk or call 0203 514 1410 x301 Leave your name AND a contact phone number

Democrats Abroad UK (DAUK) Tax Committee is proud to announce the return of Tax Day. Tax Day will be an all-encompassing event covering topics ranging from tax, financial planning, and social security. The aim of this event is to help Americans abroad understand tax filing obligations and the financial complexities around being an American living abroad. Speakers and the full program for Tax Day will be available soon.

Commonly asked tax questions will be addressed such as:

• When is the tax filing deadline for Americans living outside the U.S.?
• How much do I need to earn to file?
• How much do I have to earn in order to be double taxed?
• How do I manage my US student loans while living abroad?
• Can I open an ISA, SIPP or 529?
• Do I have to pay capital gains tax to the IRS when I sell my UK home?
• Do I get double taxed if I'm self-employed in the UK or have a UK Limited Company?
• What US tax forms do I need to submit to the IRS if I’m retired?

This event is for you if:

• you just moved to the UK from the US and you're unsure of your tax obligations
• you haven't filed for decades
• you're scared to face your tax filing obligation or don't know what questions to ask to get started
• you've filed for years but you're not sure if you're doing it right, or
• you've filed every year but you've wanted a straightforward answer for a specific issue.

Please email your questions in advance to taxcom@democratsabroad.org.uk

Speakers confirmed are:

• Jeff Chaney, Managing CPA @ Bright!Tax
• Brian Dunhill, International Financial Advisor @ Dunhill Financial
• Gillian Everall, Managing Director and Head of Private Client Tax Services @ Everfair Tax
• Nathalie Goldstein, CEO @ MyExpatTaxes
• Kristopher Heck, Managing Partner @ Tanager Wealth Management
• George King, Senior Wealth Manager @ MASECO
• Jennifer Hersey, Regional Federal Benefits @ Social Security Administration
• Chris McLemore, Attorney @ Butler Snow
• Malcolm Offord, US/UK Tax Advisor
• Susan Shriver, Enrolled Agent, US Tax Consultant (former IRS)
• David Treitel, Founder and Managing Director @ American Tax Returns
• Jeff Chaney, Managing CPA @ Bright!Tax
• Liz Zitzow, MD @ British American Tax