Free

New Federal Tax Law: Implications for those with UK assets or income

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Waddell and Reed

11226 SE 6th Street

Building C, Suite 100

Bellevue, WA 98004

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Event description

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This is a FREE seminar presented by Moses Man, a specialist International tax professional from MSquared Tax and Olivier Martinez, a Financial Adviser from Waddell and Reed of Bellevue. They will provide:

  • A high-level discussion on the recent tax law changes and how they will affect your 2017 and 2018 tax returns. Moses will also discuss the necessary tax filings to disclose your non-US financial assets (i.e. UK Pensions, UK bank accounts, UK rental properties). If you recently moved to the US, Moses will explain your different tax filing options that you may be able to take advantage of to achieve a lower tax results.

  • A discussion about comprehensive financial planning. How financial planning is a tool to evaluate and adapt adequately the financial positioning of single people, families and business in this new US tax environment.

You can check out our presenters’ professional backgrounds at the following web addresses:
http://www.msquaredtax.com
http://www.olivierp.martinez.wrfa.com

This is not a sales seminar, but attendees are welcome to ask questions and approach the presenters for a more individual discussion about the implications of the seminar.

The introductory and closing remarks will be made by Steve Caldwell from Britevents Northwest and Seattle Brit Meet Up.

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Date and Time

Location

Waddell and Reed

11226 SE 6th Street

Building C, Suite 100

Bellevue, WA 98004

View Map

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