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

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 us for a fireside chat in which Dunhill Financial and Black Swan Capital discuss tax retirement planning for Americans living abroad. Topics discussed include: - How do IRAs for US expats work? - Retiring in Germany/Netherlands versus retiring back to the USA or in other countries with more favourable taxation treaties. - Taxation of US retirement plans - Traditional vs Roth IRAs? - Netherlands/Germany Specific Nuances (30% Ruling / Wealth Tax) - German/Dutch Pensions for US Expats - Other Key Financial Planning considerations for Expats in Netherlands/Germany ----- 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. ------ 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. Find out more and get in touch with us: 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 #retirement #retirementplanning #germany #netherlands #financialplanning

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

Join Dunhill Financial, Black Swan Capital and Shannon Meyers from Moore & Hawks CPAs as we discuss tax and financial planning matters for American expats living in the Netherlands and Germany. Moore & Hawks CPAs: https://www.moorehawkscpas.com/ Black Swan Capital: https://blackswancapital.eu/ 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 as we and guest speaker Shannon Meyer take you into a deep dive on everything to do with tax and investing as an American expat in the Netherlands. ----------------------------- 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 as Black Swan Capital Europe and we take you into a deep dive on everything to do with investing as an American expat in Europe. --- Get in touch with Black Swan Capital Europe: https://blackswancapital.eu/ LinkedIn: https://www.linkedin.com/company/blackswancapitalnl/ Twitter: https://twitter.com/BlackSwanEurope Facebook: https://www.facebook.com/BlackSwanCapitalEU --- 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