Join our panel as we discuss considerations when buying US real estate for expats living in the US. Topics covered include: - Financial planning considerations when buying real estate as an expat in the US - Currency transfer considerations when buying real estate as an expat in the US - US tax considerations when buying real estate as an expat in the US - The process of buying real estate as an expat in the US - Obtaining finance to buy US real estate as an expat ----- Drew Waterbury, Ocean Advisors (https://oceanadvisors.com/) Drew is a Certified Financial Planner with over 30 years of experience in financial services. He previously worked for New York Stock Exchange member firms before founding Ocean Advisors, LLC to help families who wish to create generational wealth through financial planning and investment strategies. ----- Kam Somal, Dunhill Financial (https://www.dunhillfinancial.com/) Kam is a Financial Analyst at Dunhill Financial with a core emphasis on concentrated positions and retirement planning for expats. ----- Kevin Gaines, CPA (https://www.kevingainescpa.com/) A Central Florida native,, Kevin has a Masters in Taxation from the University of Central Florida. He is founder of Kevin Gaines, CPA, LLC, and has helped hundreds of international individuals with their US tax compliance. He's a member of the AICPA and FICPA, he recently served as co-chair of the Young Professional Committee at the Conductive Education Center of Orlando. ----- Kelly Cutchin, Moneycorp (https://www.moneycorp.com/) Kelly joined Moneycorp based out of their Orlando Florida Office in 2006. In December 2012, she took on the role of Country Manager for Moneycorp's USA operations, leading a team of foreign exchange experts and working closely with the firm's global offices. Kelly has helped thousands of people minimize their fees when transferring internationally. ----- Nikki Ansons, Ackley Realty (https://nikkiwillsellit.com/) Since 2014, Nikki has consistently ranked in the top 1% of realtors in the State of Florida, driven by her love for helping people buy and sell real estate. Nikki specialize in Single Family homes, New Construction, Vacation homes, and Luxury Home sales in the Four Corners area of Central Florida. ----- Simon Conn, Overseas Finance Specialist (https://www.simonconn.com/) With clients around the world, Simon is among the leading overseas mortgage advisors globally, having been helping overseas residents obtain finance to buy real estate for over 35 years. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances. DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #financialplanning #expat #investing #realestate #livingabroad #tax

Join our panel discussion as we discuss financial planning for American expats in Germany or the Netherlands 2023. The topics covered include : - Recap of hurdles for Americans living in Germany or the Netherlands - Financial planning priorities in 2023 - Retirement planning as an American in Germany or the Netherlands ------ David Bellingham is CEO and a Director of Black Swan Capital (https://blackswancapital.eu/). He has been advising international clients and heading up financial services businesses for over 20 years across 3 continents since he commenced as a financial adviser in the 1990s. --- Edward Mainwaring-Burton is Director of Advice and General Manager for the Netherlands, Belgium and Germany for Black Swan Capital. Ed is an internationally experienced financial adviser with more than a decade’s experience across Dubai, Switzerland the Netherlands. ----- Brian Dunhill is founder of Dunhill Financial and a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc/ Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #financialplanning #expat #investing #retirementplanning #americansabroad #livingabroad #germany #netherlands

Barbara Taylor, M.D. (https://menopausetaylor.me/) is a gynecologist who has adopted the name “Menopause Barbie” and taken the professional and fashionable reputation of Barbie to a whole new level! Her actual business name is “Menopause Taylor,” and she’s an expert at helping you tailor your menopause management your way In her trademark fun, down-to-earth style, she'll guide you through tailoring all the management options to your own particular needs and desires in five categories: (1) Diet & Lifestyle (2) Vitamin & Mineral (3) Herbal & Botanical (4) Hormonal Medication (5) Non-hormonal Medication Dr. Taylor empowers you to confidently manage your menopause your way, now and for the rest of your life. ------ Adrian Leeds (https://adrianleeds.com/) speaks at conferences and seminars in both the U.S. and France on a variety of related topics to living and investing in France. Her site adrianleeds.com provides a wealth of information for Francophiles as well as reservations and booking services of luxury apartments for a select group of property owners in Paris and Nice. She is the author and editor of the Parler Paris and Parler Nice Nouvellettres®. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #expat #women #womensupportingwomen #livingabroad #menopause #financialplanning

In this recording, we discuss financial planning for American expats in the UK in 2023, covering: - The importance of financial planning - Recap of hurdles for Americans living in the UK - Financial planning priorities - Introduction to UK pension and US retirement accounts - Saving for children/grandchildren - Q&A session ------ Nathan Prior Partner and Head of PWM International Nathan is a Partner and Head of PWM International at Partners Wealth Management, working not only with UK based families, but also those that are non-domiciled in the UK and those that have personal US tax considerations. Before joining the firm in 2015, Nathan worked at international wealth management businesses Merrill Lynch and Julius Baer and is now recognised as one of the leading independent advisers working with US citizens in the UK. https://partnerswealthmanagement.co.uk/ ----- Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #expat #financialplanning #investing2023 #investing #financialadvice #livingabroad

Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving in the coming months, and how this affects our strategy going forward. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #expat #financialplanning #econonomicupdate #investing2023 #investing #financialadvice #livingabroad

In this panel discussion, we talk about the unique situation of being a US expat in France and having to file US as well as foreign taxes. The session last for an hour as we discuss US filing in requirements for Americans in France in 2023 alongside Jonathan Hadida from Hadida Tax, and Adrian Leeds from the Adrian Leeds Group. The topics covered include : - Expats US tax filing overview - Non-US bank and investment account reporting - Taxes and real estate - US tax treatment of foreign pensions - Avoiding double taxation - What's new filing in 2023 ----- Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm. ------ Adrian Leeds speaks at conferences and seminars in both the U.S. and France on a variety of related topics to living and investing in France. Her site adrianleeds.com provides a wealth of information for Francophiles as well as reservations and booking services of luxury apartments for a select group of property owners in Paris and Nice. She is the author and editor of the Parler Paris and Parler Nice Nouvellettres®. ------ Jonathan Hadida is the founder of Hadida Tax and an experienced tax professional with a history of assisting clients accumulate wealth through personalized wealth and tax planning. He previously managed a team of consultants at Deloitte responsible for providing advice regarding personal income tax and social security in relation to cross border issues stemming from international relocations. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #financialplanning #taxes #france #financialadvice #expat #expats

In this video we discuss US filing in requirements for Americans in Germany or the Netherlands in 2023 alongside Nathalie Goldstein and Migle Kuzmaite from MyExpatTaxes and David Bellingham from Black Swan Capital. The topics covered include : - Expats US tax filing overview - Non-US bank and investment account reporting - US tax treatment of foreign pensions - Avoiding double taxation - What's new filing in 2023 ----- Nathalie Goldstein is an expat expert EA and founder and CEO of MyExpatTaxes, the leading US expat tax software. Originally from California, Nathalie was previously Chief of Global Solution Support at Cisco before moving to live as an expat in Europe and subsequently founding MyExpatTaxes in 2018. Migle Kuzmaite, who appears briefly at the beginning of the video, is US tax lead at MyExpatTaxes. https://www.myexpattaxes.com/ ------ David Bellingham, is CEO and a Director of Black Swan Capital. He has been advising international clients and heading up financial services businesses for over 20 years across 3 continents since he commenced as a financial adviser in the 1990s. He has a Bachelor of Applied Science, a Master of Business Administration, a Diploma in Financial Planning and a Graduate Diploma in Certified Financial Planning. He is a member of The Chartered Institute for Securities & Investment. https://blackswancapital.eu/ ----- Anya Berezow is a Certified Financial Planner™ at Dunhill Financial with over a decade of experience in the investment/banking industry. As an American Expatriate herself, she enjoys assisting other Americans who made their home outside of the US. Anya’s goal is to simplify the financial planning process while addressing all aspects of investments, tax planning, risk management, retirement, and estate planning. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #expat #financialplanning #livingabroad #taxes #financialadvisor #financialadvice

Join our four financial experts for an hour in which we discuss pitfalls and strategies for filing US taxes in 2023 as an expat in America, including: - Filing US taxes as an expat in America - an overview - Avoiding double taxation - Foreign account reporting - Tax Treaties ----- Doug Martin, Moore DM As International Tax Director of Moore DM, Doug has more than 15 years experience assisting expatriate and inpatriate individuals minimize their global tax exposure as well as assisting international businesses with foreign assignment planning services. In addition, Doug helps clients structure international business operations and assists with US tax compliance required to report foreign operations. ----- Jeffrey McCann, Moore DM As Director and Practice Leader of Moore DM, Jeffrey has 25 years of experience in international taxation with Moore DM and previously Deloitte. He specializes in individual cross-border taxation and provides tax and planning services for executives and high net-worth individuals. He also has extensive experience working with the IRS voluntary disclosure program and streamline filing procedures. ----- Drew Waterbury, Ocean Advisors Drew is a Certified Financial Planner with over 30 years of experience in financial services. He previously worked for New York Stock Exchange member firms before founding Ocean Advisors, LLC to help families who wish to create generational wealth through financial planning and investment strategies. ----- Brian Dunhill, Dunhill Financial Brian is a Financial Planner with a core emphasis on concentrated positions and retirement planning for expats. Previously, he worked for prestigious Wall Street firms including UBS, Lehman Brothers, and A.G. Edwards. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ https://www.df-direct.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc/ Twitter: https://www.facebook.com/AmericanExpatFinances Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #expat #financialplanning #tax

Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving into 2023, and how this affects our financial planning and investment strategies going forward. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #expat #financialplanning #econonomicupdate #investing2023