Topic: Why you don’t want to give up your citizenship. Join us for just one hour during which the team at Dunhill Financial and the Adrian Leeds Group pinpoint topics that specifically concern North American expatriates living in France. We’ll be discussing real estate and tax issues for North Americans wanting to move to France, or who are already living here. Our speakers include Brian Dunhill of Dunhill Financial, Daniel Tostado, immigration specialist, and Adrian Leeds of the Adrian Leeds Group “French Property the American Way” and each quarter, we will discuss a different topic and offer you a guest speaker. 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. Daniel Tostado is a French attorney (avocat à la cour) and US attorney-at-law (New York) who runs a law firm in Paris for French-inbound immigration. Daniel handles French visas, residency permits, and naturalization applications. He offers both consultations or full-on assistance depending on the needs of each applicant. Adrian Leeds is a French property expert and consultant who speaks at conferences and seminars in both the U.S. and France on a variety of related topics about living and investing in France. Her site, adrianleeds.com, provides a wealth of information for Francophiles and a full range of services related to purchasing or renting property in France. She is the author and publisher of several weekly “Nouvellettres®” providing information on France since 1998.

Daniel Tostado is a French attorney (avocat à la cour) and US attorney-at-law (New York) who runs a law firm in Paris for French-inbound immigration. Daniel handles French visas, residency permits, and naturalization applications. He offers both consultations or full-on assistance depending on the needs of each applicant. 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®. 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/ www.df-direct.com LinkedIn: https://www.linkedin.com/company/dunh... Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpa... 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 #france #inflation #financialadvice #expat #expats

Simon Conn, Overseas Finance Specialist 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. Simon has appeared in numerous media, including The Wall Street Journal and BBC radio, and he also provides consumer guidance to industry publications such as Mortgage Strategy. 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®. 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/ www.df-direct.com LinkedIn: https://www.linkedin.com/company/dunh... Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpa... 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 #france #inflation #financialadvice #expat #expats

Join our panel as we discussed financial planning, inflation and the cost of living for American expats in France in 2023. ------ 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®. ------ 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. #financialplanning #france #inflation #financialadvice #expat #expats

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

Anya Berezow from Dunhill Financial and Adrian Leeds discuss tax harvesting matters for France-based Expats Topics covered include: - IRA/Roth IRA Contributions - Roth IRA Conversions - Required Minimum Distributions - Tax Harvesting - Charitable Contributions - Adjusting budgets for inflation - Insurance Review - Employee benefits review - Planning for your children’s education + many more planning topics to consider in preparation for 2023 ----- 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. ------ 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®. 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://www.facebook.com/AmericanExpatFinances Facebook: https://www.facebook.com/AmericanExpatFinances #expat #expatsinfrance #financialplanning #france #taxharvesting #tax #iras

Join Dunhill Financial and Adrian Leeds as we discuss the currency outlook and social security for American expats in France. About this event Currency Opportunities & Social Security for US Expats Abroad The webinar will focus on currency expectations particularly surrounding the EUR/USD and its recent trip to parity with the USD and what this means. We will also go through a brief history of the formation of the EUR and its historical and political significance in unifying the Eurozone. Last but not least we touch upon how social security works as a US Expat including some of the best practices and strategies to optimize your situation. Adrian Leeds Group https://adrianleeds.com/ Find out more and get in touch with us: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances

Watch to find out whether renunciation is something you should look at as a US Expat in the UK. Find out more and get in touch with us: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc/ Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances