T’Expat Panel – Everything An Expat Needs To Know 

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T’Expat Panel – Everything An Expat Needs To Know 

April 5, 2022 @ 4:30 pm - 5:30 pm

April 5, 2022
4:30 pm CST

Whether you are new to Texas or have been here a while, there are things you need to know to ensure success with your tax planning, immigration status and current and future finances.  Navigating the immigration laws, establishing your credit history, understanding the taxation system, and oh, what to do with that UK pension you left behind? While these issues may seem separate, your decisions about one issue, may negatively, or positively, impact one of the other areas.

This is your chance to get your questions answered from a panel of experts in tax, immigration law, banking and UK pensions.

We have partnered with BABC Members to help answer your questions, such as:

  • TAX: 
    • Do I have to declare my worldwide assets and/or worldwide income when I file my tax return?
    • I will only stay in the US for a short period of time; can I claim some tax back when I leave?
    • I want to transfer some money from Europe to my US bank account; do I have to declare something?

    BANKING/CREDIT:

    • How do I obtain a good credit score?
    • Why is a good credit score important and what should I know that will negatively impact it?

    IMMIGRATION:

    • Now that I’m here, how quickly can I get a Green Card?
    • How difficult is it to change employers?
    • What do I need to know under Biden’s administration on the immigration/Visa front?

    UK PENSIONS:

    • Can I transfer a UK pension plan to the United States?
    • What can I do with my UK Pension now I have moved?
    • What are the new UK pension flexibilities introduced in 2015 and how do they affect me?
    • What is the UK’s Lifetime Allowance Tax?

This is a complimentary event but registration is required.

Join us for some online networking at 4.30pm, the panel session will start at 4.45 pm.

Webinar details will be sent to registered participants prior to the event.

Speakers (full bios sent with webinar details, following registration):

  • Kevin West – Director of Partnership, XE.com
  • Emma Cockerton – CEO, Florin Pensions
  • Jennifer Bell – National Account Executive, Advancial Federal Credit Union
  • Elizabeth Cleveland Wakefield – Attorney, Fragomen
  • Rachel Levy Magaziner – Associate Attorney, Fragomen
  • Nita Patel – Partner, KPMG

Details

Date:
April 5, 2022
Time:
4:30 pm - 5:30 pm
Event Categories:
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Website:
https://babn.org/event/texpat-panel-everything-an-expat-needs-to-know/