U.S. / Irish Cross-Border Pension Taxation

U.S. / Irish Cross-Border Pension Taxation

By Sey Tax

Join Sey Tax Group this Thanksgiving for a practical seminar on pensions, PFICs, & cross-border tax challenges. Seasonal reception to follow

Date and time

Location

The Shelbourne Hotel (In-person & Online Broadcast)

27 Saint Stephen's Green Dublin Ireland

Agenda

1:00 PM

Auto-Enrolment in Ireland for U.S. citizens and taxpayers

Cross-Border Pension Pitfalls: Issues for U.S.-connected individuals & organis

PFIC Risk: How US tax law may treat non-U.S. pensions

Compliance & Solutions: Structuring to be PFIC-compliant

Sey Tax Group Support Services: online tools and advice

Q&A + Networking Reception

Good to know

Highlights

  • In person

About this event

Business • Finance

This Thanksgiving, Sey Tax Group invites you to a special event on pensions and international tax challenges.


With Ireland’s new auto-enrolment pension scheme launching, individuals and organisations need to prepare for significant changes. The picture is even more complex for those with US, Irish, and cross-border exposure, where pensions may fall into punitive US tax treatment as


Led by Stephen Casey, Principal of Sey Tax Group, this session will bring clarity and practical solutions. As an attorney (New York, U.S. Tax Court) and accountant (CPA, CTA) and splitting his time between Dublin and New York with three decades of cross-border tax and financial leadership experience, he offers an unparalleled perspective at the intersection of law, tax, and business strategy.


Who should attend:

  • Taxpayers & individuals with Irish/U.S. pension exposure
  • Employers preparing for auto-enrolment
  • Pension providers seeking clarity
  • Practitioners (tax, legal, accountancy)
  • Media & policy observers

Organised by

Sey Tax

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Free
Nov 27 · 13:00 GMT