When

Wednesday, October 4, 2023 from 5:30 PM to 8:30 PM PDT
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Where

Newport Beach Yacht Club 
1099 Bayside Drive
Newport Beach, CA 92660
 

 
Driving Directions 

Contact

Jacquie Blair 
British American Business Council 
7142270317 
jacquie@babcoc.org 

FREE EVENT!

Whether you are new to Orange County 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. You will also get a chance to connect with people who are in the same situation as yourself.

UK PENSIONS:

  • Can I transfer a UK pension plan to the United States?
  • What options should I have in the UK to draw income from my pension at retirement?
  • What has happened to the UK’s Lifetime Allowance Tax Charge?

INTERNATIONAL TAX & ESTATE PLANNING:

  • 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

IMMIGRATION:

  • Now that I'm here, how quickly can I get a Green Card?
  • How difficult is it to change employers?

Join us at the Newport Beach Yacht Club for networking at 5:30pm. The panel discussion will start at 6:30pm.

Thanks to our amazing sponsors, this event is now FREE to attend. Complimentary hor d'oeuvres and a drink ticket included thanks to our friends at

CURRENCIES DIRECT

 

TICKETS- FREE

Newport Beach Yacht Club