(LIVESTREAM)Iberia Unlocked: Pre-immigration tax considerations for Americans moving to Spain and Portugal
Speakers;
– Todd Cowan, CFP® (International Private Wealth Advisor serving the wealth management requirements of cross border Americans, Brits, and Europeans with US tax obligations.)
As an international wealth management advisor working in a US, UK and EU regulated family office, He is passionate about meeting and cultivating relationships with ultra-high net worth individuals, families, and trusts with US connections.
There is nothing more professionally rewarding than partnering with like-minded international advisory professionals (cross-border attorneys, trustees, and tax advisors) to deliver bespoke wealth management solutions that address the complex challenges of navigating cross-border taxation and planning.
Wealth Structuring, Financial Planning, Investment Management, Portfolio Management, Wealth Planning, UHNW Insurance solutions, Alternative Investments, and Wealth Management for International Americans.
CFP®, CIMA®, CPWA®, Chartered MCSI
US and UK Investment Registered
– Andres Gutierrez, IMCM(Senior Consultant @ Henley & Partners – The Firm of Global Citizens®)
As a member of Henley & Partners, Andres advises Private Clients on how to gain mobility, security and lifestyle in an ever-changing world by diversifying their portfolios of residencies and citizenships through passive or active investments.
Andres is an Argentinean and Spanish Lawyer, holding a Master in International Business Law by ESADE University (Barcelona, Spain) and English Law studies @ BPP Law School (London, UK). As a practising member of the Investment Migration Council (IMC), he is certified by the industry governing body .
Andres has a strong cultural awareness earned by advising clients from all around the globe, as well work experience in 4 different jurisdictions (Argentina, Spain, Malta and England)
– Derren Joseph (Partner, Hayden T. Joseph & Co. )
Derren is an International Tax Advisory who has successfully completed the Comparative Tax Program at Harvard University and is an EA (Enrolled Agent).
As an EA, he has been admitted to practice before the Internal Revenue Service (IRS) to represent taxpayers in all 50 states and internationally.
He has 2 Masters Degrees in Economics and a Certified Diploma from the ACCA (Association of Chartered Certified Accountants in the UK).
Derren is a member of the Briefing Group advising The Rt. Hon. The Lord Mayor of the City of London on current and emerging international tax issues. Derren enjoys writing and has published 3 books on taxation, one of which was an Amazon Best Seller in 2020. Derren has given seminars on tax matters in the US, Europe, the Caribbean and across Asia.
NOTES:
1. Link for this event: https://www.facebook.com/htj.tax/live/
2. Submit questions in advance – Hanna@AdvancedAmericanTax.com
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Email: Hanna@AdvancedAmericanTax.com
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