Financial Planning in the Age of FATCA

Date/Time
Date(s) - 23/10/2015
11:30 am - 1:30 pm

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Location
Sheraton Saigon Hotel & Towers

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Financial Planning in the age of FATCA Vietnam

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Sponsor

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Event Background

FATCA (Foreign Account Tax Compliance Act) affects the way US citizens and lawful permanent residents stay tax compliant and how they manage their financial assets. This talk will demystify FATCA and explain in simple terms the key responsibilities and filing obligations.Topics will include Form 8938, FBARs and the new IRS 2014 amnesty program.
Also the presentation will discuss the challenges US citizens abroad face when trying to manage their US based assets, why US brokerage companies are closing accounts with offshore addresses and the various options available for US tax-compliant asset management and financial planning.

Agenda

11:30 am Registration and Refreshments
12:00 pm Lunch is served
12:30 pm Introduction and Presentation, followed by Q&A
13:30 pm Event Ends

Costs

Members: vnd 650,000 | Non-members: vnd 800,000

Speaker

ANN MARIE 015 copy 4R (002) 1Ann Marie Regal, CFP® Winner of the 2015

PlanPlus Global Financial Planning Awards, Asia  

Ann Marie is a Wealth Manager at Globaleye, specializing in clients who have connections to America. She holds the US Certified Financial Planner (CFP) designation and has been working in the financial services industry for over 16 years. Ann Marie is one of the only fee-based financial planners in Singapore. She employs an integrated, consultative approach to assist her clients in all areas of financial planning including investment, tax, insurance, retirement and estate planning. Ann Marie also specializes in the unique area of pre-US immigration financial planning.

 

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