Expats in the US: Considerations When Buying US Real Estate
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
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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.
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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.
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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.
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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.
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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.
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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/
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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.
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