updated 10:27 AM CET, Jan 26, 2022

Latest tax and financial planning webinars, podcasts & events on offer

Once again, we're posting in our news section a selection of events from our regular "Listings" page, to help some of these online event sponsors and their audiences to find each other...

Even though a growing number of cities, countries and jurisdictions are beginning to relax their lockdown rules somewhat, travel bans and other restrictions continue to prevent many people from being able to meet up in anything like the way they would have in the days before the global Covid pandemic took hold last year...

Thursday, June 24, (9am - 10am EDT (2pm - 3pm BST, 3pm - 4 pm, CEST): American Citizens Abroad and Americans Overseas webinar

The Americans Overseas' Michael Littaur will host this one-hour webinar, aimed at helping particularly at American citizens and Green Card holders who live outside fo the U.S. and who may have just begun to become aware of what it means to be an American expat. The webinar aims to help such expats to better understand their U.S. tax filing obligations, as well as issues having to do with EIP stimulus checks; the latest developments in Washington, as they apply to expats, will also be discussed, with the help of Marylouise Serrato, executive director of the Washington, DC-based ACA. 

The webinar will be followed by a live, 30-minute question-and-answer session, during which participants will be able to ask questions.

Registration is required, and spaces are limited. To register, click here.

Thursday, June 24 and Friday, June 25: 13th Annual NYU Tax Controversy Forum webinar; registration fee US$245

This year's forum is being held remotely in a shortened format, due to ongoing Covid-19 concerns, but this also will make it accessible to people who otherwise might not be able to attend. Among the scheduled speakers will be IRS Commissioner Charles P. Rettig; IRS Commissioner for Large Business & International, Nikole Flax; IRS Criminal Investigation Division Chief James C. Lee; IRS Small Business/Self Employed Division Commissioner Darren Guillot; Small Business/Self Employed Division Commissioner De Lon Harris; and IRS Deputy Commissioner for Services and Enforcement Douglas O'Donnell. 

The event will feature updates on what the IRS is doing to enhance compliance through communication and enforcement. 

Panels will highlight the new IRS focus on "intra-agency collaboration," new initiatives with respect to penalties and fraud referrals, and the IRS's handling of tax collection challenges.

For more information and to register, click here. 

Tuesday, June 29: The Institute of Tax Law at Queen Mary University's Centre for Commercial Law Studies in London will host a panel discussion, via Zoom, on the topic of "the Taxation of Expatriate and Cross-Border Individuals"

This Zoom webinar will feature a number of experts on the subject, including QMUL's own Senior Lecturer (Associate Professor) in International Tax Law, Bernard Schneider.

Schneider – who is, among other roles, also academic director of the Institute of Tax Law – will be joined in the panel discussion by Edoardo Traversa, a tax and European law criminology professor at Belgium's Université Catholique de Louvain, as well as serving as head of its Institute of European Studies, and practicing law in Belgium; John Richardson, a Toronto-based citizenship lawyer  who specializes in looking after U.S. citizens and Green Card holders who live outside of the U.S.; Laura Snyder, a Paris-based lawyer and advocate for taxpayer rights, who is currently serving as the sole international member of the IRS's Taxpayer Advocacy Panel, and who is also a member of the board of the Paris-based Association of Americans Resident Overseas; and Karen Alpert, an American expat and tax expert who lives in Brisbane, Australia, and who recently retired from the University of Queensland Business School there, and who oversees a blog entitled FixtheTaxTreaty.org.

According to a description of the planned discussion, it will focus on "the nature of migration and expatriation today," including "the types of migrants and expatriates" that are currently cris-crossing international borders – including the "small but growing number of individuals who do not reside in their jurisdiction of origin, or whose residence is split between more than one jurisdiction" – and how the tax residence of such individuals should be best be determined, while taking into account "the tax consequences and reporting requirements that are imposed on [them]."

The Zoom webinar will be available globally to view live on the day, beginning at 4pm British Summer Time (5pm Central European Summer Time, 11am Eastern Daylight Savings Time).

For more information on the webinar and to sign up to participate, click here.

Wednesday, June 30: Free Dunhill Financial 2nd Quarter Economic Update webinar, featuring the Dunhill Financial team; 2:30pm – 3:30pm British Summer Time (9:30am Eastern Daylight Time, 3:30 Central European Summer Time).

Dunhill Financial founder and chief executive Brian Dunhill will host this one-hour discussion, which will look at recent economic trends and developments, and where the economy appears to be evolving in 2021 – and how this is expected to affect investment strategies. Further details will be provided closer to the date.

To register in advance for this webinar, click here.  (You’ll receive a confirmation email, with further information about joining the meeting.) 

To view previous Dunhill events on the company’s YouTube channel, click here.