U.S. tax classification and reporting issues with cross border retirement plans, stock options and pensions. 21 January 2021

Host group
Host Left
Hosted by
STEP Los Angeles
Event Type
Web Event
Date

Speaker:

  • Marsha Laine Dungog, Withers Bergman LLP
  • David Paul Laanemaa, Back9 Capital Management Pty Ltd

Program Description:

The ongoing pandemic has made almost every employee a remote worker these days. While some U.S. taxpayers has moved overseas to either continue working for the same U.S. employer or a new foreign employer; other U.S. expats and foreign individuals have relocated to the United States. Tax and financial advisors to both inbound and outbound workers will likely address the issue of cross-border retirement sooner or later. This informative presentation, led by Withers international tax partner, Marsha Laine Dungog and Back9 Management Managing Director, David Laanemaa, will provide an overview of the U.S. tax classification of foreign retirement and pension plans and identify issues related to retirement plans for cross-border employees moving between the U.S., Canada and Australia.

Please join us!

Registration ends at 9:00 am PST on January 21, 2021

Zoom Link & Materials: An email with the webinar access link along with the materials will be sent after 9:00 am on the morning of the program.

Cost group
Event Cost
Complimentary
Schedule
12:00 - 13:30 P.S.T (15:00 E.S.T)
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Contact
Jennet Lisingperlas
-
[email protected]
Add to Calendar 2021-01-21 00:00:00 2021-01-21 00:00:00 U.S. tax classification and reporting issues with cross border retirement plans, stock options and pensions. 21 January 2021 Speaker: Marsha Laine Dungog, Withers Bergman LLP David Paul Laanemaa, Back9 Capital Management Pty Ltd Program Description: The ongoing pandemic has made almost every employee a remote worker these days. While some U.S. taxpayers has moved overseas to either continue working for the same U.S. employer or a new foreign employer; other U.S. expats and foreign individuals have relocated to the United States. Tax and financial advisors to both inbound and outbound workers will likely address the issue of cross-border retirement sooner or later. This informative presentation, led by Withers international tax partner, Marsha Laine Dungog and Back9 Management Managing Director, David Laanemaa, will provide an overview of the U.S. tax classification of foreign retirement and pension plans and identify issues related to retirement plans for cross-border employees moving between the U.S., Canada and Australia. Please join us! Registration ends at 9:00 am PST on January 21, 2021 Zoom Link & Materials: An email with the webinar access link along with the materials will be sent after 9:00 am on the morning of the program. STEP Los Angeles STEP Los Angeles Europe/London public