Complex tax and wealth management considerations for French executives entering the US

October 04, 2017

Member Event

Complex tax and wealth management considerations for French executives entering the US

CANCELLED

The United States—San Francisco in particular—provide plenty of opportunity for businesses, yet the United States is also complex. There are many tax and reporting concerns that need to be taken into consideration for expatriate and foreign-owned organizations.

With so many areas to consider, including understanding U.S. state and federal taxes, you’ll need a trusted advisor to help you navigate the complex U.S. tax system. During this interactive session, professionals from RSM and Transatlantique Private Wealth will discuss the following topics:

 

  • U.S. tax planning for majority owners or founders of French companies
  • Foreign account, foreign investment and passive foreign investment company (PFIC) rules
  • U.S. expat personal tax planning

Identifying and capitalizing on the right opportunity means working with an advisor pool large enough to provide the full range of services you need. Advisors that combine deep, broad experience with a passion for personal client service. RSM understands. We’ve helped companies from all over the world anticipate and address the tax challenges inherent in seizing opportunities in the United States.

Join us on Oct. 4 to learn more about how RSM and Transatlantique Private Wealth can help you navigate tax and wealth management considerations. Space is limited, so reserve your seat now.

Event or webcast Information

Agenda

4:30–5 p.m. Registration and networking

5–6:30 p.m. Panel discussion followed by Q&A

6:30–7 p.m. Closing remarks, cocktails and networking

Panelists

Audra Marshall, RSM US

Rob Schmidt, RSM US

Aurelie Dubarry, Transatlantique Private Wealth

Xavier Volatier, Transatlantique Private Wealth

Moderated by:

Amine Chabane, RSM US 

Who should attend?

French- and European-owned company owners, c-suite and financial professionals, and European expats

Location

RSM 44 Montgomery St., Suite 3900 San Francisco, CA 94104

Registration

Email thomas.keady@rsmus.com to learn more about the event

 

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