In partnership with Tax Samaritan, IAM is proud to be hosting 3 upcoming informational events for Americans living abroad in different regions of the world.
Topics covered will include:
1 – In general, how does an investment strategy differ for expats?
2 – Should expats invest in the US or their country of residence and which brokerage firms are US expat-friendly?
3 – Pros and cons of using a US address on your financial accounts when you live outside the US.
4 – Do US or local tax reporting obligations or international tax treaties affect investment choices for expats?
5 – How are current global challenges such as high inflation and interest rates affecting expat investing?
Registration for the webinars is free, and the presentations will be followed by a live Q&A session so that we can answer your expat investment questions.
Register at:
– Investment Challenges and Solutions for US Expats Living in Europe/Africa – Wednesday October 11th at 6pm Europe, 5pm UK/Portugal – Register here
– Investment Challenges and Solutions for US Expats Living in Asia Pacific – Wednesday October 11th at 12pm Japan/Korea, 11am China/HK/Philippines/Taiwan, 1pm Sydney, 10am Thailand/Vietnam/Indonesia, 3pm New Zealand – Register here.
Panelists:
– Income tax expert Randall Brody, the founder of Tax Samaritan and Peace of Mind Tax Help, specializes in solving tax problems for expats. A regular contributor to the EA (Enrolled Agent) Journal, Brody has removed over $800 million in tax debt for more than 9,500 taxpayers. Passionate about travel and a proud father and grandfather, he understands the unique challenges of expat life. When he isn’t saving people money on taxes, he enjoys rooting for the Vegas Golden Knights hockey team and the Las Vegas Raiders with his family and his giant dogs, a Labradoodle, Great Dane, and St. Berdoodle. He also loves to snow ski. Visit https://www.TaxSamaritan.com/TaxTips to subscribe to his free tax tips and advice. Brody lives in North Las Vegas, Nev.
– Tom Zachystal is Chief Investment Manager at International Asset Management, a US Registered Investment Advisor specializing in discretionary investment management services for Americans living abroad. Tom has an MBA in Global Management from Thunderbird University in Glendale, Arizona, and holds the Chartered Financial Analyst (CFA) credential as well as the British Investment Management Certificate (IMC), and is a Certified Financial Planner™ (CFP™) practitioner. He is a past President of the San Francisco Financial Planning Association and has been managing US expat investment portfolios on a discretionary basis since 2002.
