American Expat Investor and Tax Webinar

Thun Financial Advisors frequently hosts public webinars on issues related to American expatriate investment issues. We make the information provided in these online presentations available free to the public.

Contact us with questions about any of the material or if you would like to learn more about our financial advisor services for U.S. Citizens Living Abroad.

American Expat Investing and Tax Webinars

FATCA Webinar for American Investors Abroad – This presentation outlines the effects of the Foreign Account Tax Complianec Act (FATCA) on American expats. Specifically, an outline of key FATCA provisions and investment implications is discussed. It also provides an extensive discussion of how an Americans living abroad should adjust their investment strategy in light of FATCA and how to deal with foreign financial institutions closing bank accounts of U.S. citizens around the world.

Expat Brokerage Account Closures in U.S. – This webinar was presented to research on why American brokers such as Merrill Lynch, USAA, Fidelity, and others are closing the accounts of American expats who are no longer resident within the United States.

U.S. Expat Investment Implications of ObamaCare in 2014 – American expats in higher marginal tax brackets will experience higher investment income tax rates beginning in tax year 2013. Topics in this webinar include the applicability of the 3.8% ObamaCare Net Investment Income Surtax and the 0.9% ObamaCare Medicare Tax to Americans living abroad. Specific expat tax strategies related to the foreign tax credit, foreign earned income exclusion, and tax deferral are also discussed.

Currency Management and Investment Planning for Americans Abroad – This webinar discusses where currency management fits into integrated investment management and financial planning for American expats. Thun Financial Advisors discusses its strategy for clients to mitigating the risk that changing currency values will impact long-term investment and spending goals.

Avoiding the US UK PFIC Reporting Fund Trap – An overview concerning implications of the US/UK PFIC Reporting Fund Trap for American Expatriate Investors living in the United Kingdom. Differences between reporting funds, non-reporting funds, and PFICs are discussed. The future impact of FATCA is also explored.

College Saving Plans for Americans Abroad – Saving for College as an American Living Abroad: What Expat Parents Need to Know. This webinar provides an overview of 529 college savings plans an other considerations that expats must consider when saving for a future college education.

Additional American Expat Investing Information

For more detailed discussions of topics covered in Webinars, there is information located in A Primer on Investing and Financial Planning for Americans Living Abroad and the Thun Research page.

More topics relevant to American expats will be discussed in upcoming webinars and presentations. Please contact us to sign up for a newsletter that will provide alerts to upcoming events.