Press Room

January 24, 2018

Roberts Speaking at EACCNY Annual Trust & Estate Update

The European American Chamber of Commerce® (EACC) provides its members with access to transatlantic business opportunities as well as timely and relevant information, resources and support on matters affecting business activities between Europe and the U.S. The EACC is a dynamic network of transatlantic business executives with a combined membership of about 750 member companies in Europe and the U.S.

The EACC New York chapter (EACCNY) is a private, non-profit organization with affiliates in locations around the world. EACCNY’s local audience in New York is comprised of major organizations in the financial services, legal area, media, professional services/ consulting industry, manufacturing, retail, real estate, international trade and other business sectors represented in the Tri-State area, which are eager to learn about business opportunities and the latest developments and in the trans-Atlantic economy.

EACCNY is hosting a discussion on “Trust & Estate Planning and Investment Strategies for Multi-Nationals” and the possible impact of new U.S. tax legislation on citizens, residents, and nonresident aliens. This event will take place on January 30, 2018 at the EACCNY headquarters in New York. Andersen Tax Managing Director, David Roberts, will be speaking at the event. Topics of discussion will include pre-immigration tax planning, U.S. exit tax rules, different definitions for income tax purposes, general rules for U.S. and non-U.S. residents and general advice on non-tax related issues relevant for people neither resident nor citizen coming to the U.S.

David Roberts has over 20 years of experience working with international high net worth individuals and families on tax and financial matters. His practice area includes planning and compliance for pre-immigration and expatriation, U.S. taxpayers residing overseas, inbound U.S. investments, planning for multijurisdictional families with U.S. connections, and reporting of undisclosed income and/or foreign financial assets from offshore accounts through the IRS Offshore Voluntary Disclosure Program (OVDP) or Streamlined Filing Compliance Procedures, and Report of Foreign Bank and Financial Accounts (FBAR).

 

January 30, 2018

New York, NY

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