DAUK On-Demand Tax Webinars

**UPDATE**

All of these events have passed. You are buying an on-demand ticket to watch a recording of an event that already took place. The on-demand ticket will provide you with a link to watch the video online at any time you choose up to July 15th, which is when the videos will expire. Please note that DAUK takes no liability if you do not watch before the videos expire. No refunds are available.

The DAUK Tax Committee is making available to watch on-demand videos of webinars and events that we have hosted in recent months due to increased demand.

Videos available to buy include:

• Expat Tax 101 Webinar from March 22, 2020
• Tax Day Videos from October 5, 2019 including:
• Expat Tax 101
• Financial Planning 101
• Financial Planning 201
• Retirement Planning
• Self-Employment
• Social Security

Descriptions of videos available:

Expat Tax 101 Webinar from March 22, 2020 (2 hours)
Speakers: Nathalie Goldstein, Liz Zitzow
This webinar covers the basics of US tax filing requirements for Americans living abroad. The aim of this event is to educate you on your basic tax filing obligations and commonly asked tax questions like who has to file, what are the income filing thresholds, when to file, and how to get caught up if you haven't filed for a while.

The rest of the videos are from Tax Day on October 5, 2019:

Expat Tax 101 (1 hour)
Speakers: Nathalie Goldstein, Jeffrey Gould, Susan Shriver, Liz Zitzow, David Treitel. Chair: Rebecca Lammers
This session will aim to provide you with a basic foundation of knowledge for the rest of the panel discussions throughout the day. Topics address will include basics about filing US taxes as an American living in the UK, the streamlined filing procedure (the program used to catch up on your taxes if you haven’t filed in years), capital gains tax on the sale of your home, US/UK pensions, and self-employment as an American abroad.

Financial Planning 101 (45 minutes)
Speakers: Brian Dunhill, Gillian Everall, Nathan Prior, Andrew Vaughan-Payne. Chair: David Wenk
How do you plan for the future under both the US and UK tax systems? This session is aimed at people starting out with financial planning. The topics we aim to address will include how to manage finances and tax with a non-US spouse, how to tax-efficiently save and invest, buying and selling a home, how to save for children, and address how to manage US student loans.

Financial Planning 201 (45 minutes)
Speakers: Liz Zitzow, Kristopher Heck, Chris McLemore, George King. Chair: David Wenk
This session will focus on wills, inheritance, and maximizing savings in retirement. Do you need to get a will written up in the US and UK or can you get one will for both countries? What happens when you come into inheritance or how to best manage the tax for family who will inherit your assets in the future? Should you set up a trust? These and other related advanced topics will be addressed.

Retirement Planning (45 minutes)
Speakers: David Treitel & David Costello. Chair: Rebecca Lammers
Are you starting to think about saving for retirement or are you nearing retirement and looking for the best ways to maximize your retirement savings? We will discuss some of the most commonly asked questions about US/UK retirement including retiring with savings in both the US and the UK, deciding to relocate back to the US with UK funds or retiring in the UK with US funds. We will dig into those cross-border tax questions to help clarify how best for you to manage your money in retirement.

Self-Employment (45 minutes)
Speakers: Malcolm Offord & David Costello. Chair: Rebecca Lammers
Do you run your own business or have you thought about starting one? Did you not pursue it because you were concerned the tax compliance would be too complicated? Many Americans abroad are business owners and have found many different solutions for running their businesses in a tax-efficient manner. Hear from the experts on the different ways to set up your business as an American in the UK and find out which way might work best for you and your business.

Social Security (30 minutes)
Jack Leuchtman, Social Security Administration
This is the session all about social security! Jack Leuchtman from the Social Security Administration, based in the American Embassy in London, will speak about Social Security eligibility for people living abroad. He will also discuss Social Security Number policy, Medicare, and other federal benefits.

View the full program from the Tax Day event on October 5, 2020 by clicking here.

Please email any questions to taxcom@democratsabroad.org.uk

Please email taxcom@democratsabroad.org.uk to be added to the mailing list to keep up to date on future events and news on Democrats Abroad UK tax advocacy work.

CARES Act Information

If you want information specifically about the CARES Act payments and eligibility please watch the on-demand video from April 15, 2020 here: https://www.democratsabroad.org/video_and_slides_from_april_15_cares_act_webinar This webinar was made available for free to ensure those that need the money the most have access to information on how to obtain it. However if you're able to afford a donation, please consider donating $10 to Democrats Abroad International's fund here: https://secure.actblue.com/donate/global-taxwebinar which aims to reach voters all around the world to vote Trump out in 2020! (To clarify, buying a ticket for the DAUK events goes towards fundraising efforts for DAUK, which targets American voters living in the UK only, so regardless your money is going towards a very worthy cause!)

Disclaimer: DAUK cannot provide individual tax advice. Advice requires consideration of your individual circumstances and needs, none of which can be done at this event. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.

DAUK does not endorse or recommend companies or individuals attending or hosting this event. The views expressed at the event are those of the respective individuals and companies, not DAUK. No liability is accepted by DAUK for the opinions expressed, or for any errors or omissions expressed about matters of tax in any country, your financial planning, or your legal obligations.

We recommend the ACA Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the ACA Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: http://acareturnpreparerdirectory.com