Please join our Chisme Check In on Thursday April 13. Let’s catch up and plan for the year. Come prepared with your questions/concerns or just join us to say hello. We look forward to seeing you!

Please RSVP for this event below.

Los invitamos a nuestro Chisme Check In el jueves 13 de abril. Venga charlar y planear para el año. Traiga sus preguntas o simplemente pase y salude. ¡Los esperamos!

Regístrese aquí.

Join us on tax day (April 17th) for tax lunch power hour. This event will be an open discussion on US taxes, we'll talk about debunking tax myths, and discuss self-filing or choosing an accountant.

This event will not be recorded so everyone feels able to share and talk freely.

Although there is no cost to attend, we strongly recommend a $10 donation so that DAUK can continue to provide events like this in the future.

Click here to donate $10.

Email [email protected] to be added to the DAUK Tax Committee mailing list.

Disclaimer: Democrats Abroad UK cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.

We recommend the IRS Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad UK suggests Americans abroad in need of tax advice consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: https://irs.treasury.gov/rpo/rpo.jsf

Looking to invest but not able to find a brokerage account or worried about double taxation?

Join us for a frank conversation on investing as an American abroad.

WHEN: Wednesday, March 1st from 3:30-4:30am EST view your time zone

$10 General Admission / $5 Concessions. Recording available. All proceeds go to Democrats Abroad

If you are unable to attend this event you can select the recording ticket option.

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The aim of this event is to cover topics of investing for Americans abroad. Presented by Robert Levitt of Levitt Capital Management. Please note, this session will focus on European Union regulations but will cover basic investing principles applicable anywhere.

It is really difficult for Americans abroad and dual citizens (particularly in Europe) to find ways to invest their money in the country they live in as well as in the United States. We often feel like we're stuck in a rock and a hard place, unable to open an investment account in some cases and save for our futures. 

This session is for Americans abroad/U.S. citizens/dual citizens/expats who want to learn about the investment options available for Americans abroad, particularly in Europe. 

Topics discussed in the session will include:

• What you can and cannot do with investments in Europe.
• Types of accounts you can have, individual, retirement
• How do you open a brokerage account if you are a US person living in Europe?
• Do you need to keep a US address and phone number?
• What is the difference between a European bank or brokerage firm versus an American one.
• What are the concerns with investment in European packaged products (PFIC)
• What are the concerns with investment in US investment products, such as ETFs (Mifid II)
• Do individual countries have different savings programs? (ISA, PEA)

The fine print:

• No refunds are available.
• We can't guarantee we will be able to answer all questions submitted before, during, or after the event, but we will try to answer as many questions as possible.
• This event is closed to the press.

Please click here to add yourself to the Democrats Abroad Taxation Task Force mailing list to keep up to date with the actions and upcoming events.

Disclaimer: Democrats Abroad cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.

We recommend the IRS Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: https://irs.treasury.gov/rpo/rpo.jsf

Are you a US or dual citizen and you just found out you're supposed to be filing a US tax return every year?

Join us for this extra special Zoom webinar on how to catch up on filing US taxes as an American Abroad using the Streamlined Filing Procedure.

WHEN: Wednesday, February 22nd from 3:30-4:30am EST view your time zone

$10 General Admission / $5 Concessions. Recording available. All proceeds go to Democrats Abroad

If you are unable to attend this event you can select the recording ticket option.

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The aim of this event is to explain how to get caught up on your US taxes using the Streamlined Filing Procedure. Presented by Nathalie Goldstein from MyExpatTaxes. This event will explain the basics of how to file a US return for Americans abroad and what to do if you haven't been filing.

This session is for Americans abroad/U.S. citizens/dual citizens/expats who:

• Filed when you first moved abroad but haven't done it for a while and need to get back on top of filing
• Haven’t filed since you moved abroad
• Just moved abroad and don’t know how to start
• Just learned you’re supposed to file and want to get caught up

Topics discussed in the session will include:

• How many years back do I have to file?
• When is the tax filing deadline for Americans living outside the US?
• How much do I need to earn to file?
• Do I have to file if I'm retired?
• How much do I have to earn in order to be double taxed?

Attendees are asked to please pre-submit any questions you have by using this form. The more questions we get in advance, the better we can prepare and shape the program around the things you want to learn about the most!

Please note, we can't guarantee we will be able to answer all questions submitted before, during, or after the event, but we will try to answer as many questions as possible. 

• No refunds are available.
• We can't guarantee we will be able to answer all questions submitted before, during, or after the event, but we will try to answer as many questions as possible.
• This event is closed to the press.

Please click here to add yourself to the Democrats Abroad Taxation Task Force mailing list to keep up to date with the actions and upcoming events.

Disclaimer: Democrats Abroad cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.

We recommend the IRS Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: https://irs.treasury.gov/rpo/rpo.jsf

What is WEP?  The Windfall Elimination Provision, (“WEP”), is a source of concern and some serious financial implications for Americans living abroad.  Will it affect you when you retire abroad? The answer is - it might.

WEP, in a very broad nutshell, can affect the benefits that you are paid by the Social Security Administration. If you receive both a pension from doing work that did not pay into Social Security and are also receiving a pension from Social Security, the amount you receive from Social Security may be reduced and spousal benefits may be eliminated.

How do you prepare for WEP? What if as a retired person you receive a pension from abroad as well as Social Security – how will WEP affect you?

Democrats Abroad has been working on the elimination of WEP since the early 2000s. There is currently a bill in the House -  HR 82 Social Security Fairness Act of 2023 - which would eliminate WEP. The DA Seniors Caucus is currently advocating for WEP elimination. Please join us to find out more.

Our guest speaker is Nancy Altman from Social Security Works and she will speak to us about WEP and answer our questions about WEP.

About our Speaker:

Nancy J. Altman has a forty-five year background in the areas of Social Security and private pensions. She is president of Social Security Works and chair of the Strengthen Social Security coalition.
Democratic House Leader Nancy Pelosi appointed Ms. Altman to a six-year term, starting October 1, 2017, on the Social Security Advisory Board. The seven-person Board is a bipartisan, independent federal government agency established in 1994 to advise the President, Congress, and the Commissioner of Social Security.
Ms. Altman is the author of The Battle for Social Security: From FDR’s Vision to Bush’s Gamble (John Wiley & Sons, 2005) and The Truth About Social Security: The Founders’ Words Refute Revisionist History, Zombie Lies, and Common Misunderstandings (Strong Arm Press, 2018). She is also co-author of Social Security Works! Why Social Security Isn’t Going Broke and How Expanding It Will Help Us All (The New Press, 2015). She has shared her Social Security expertise on numerous television and radio shows, including PBS NewsHour, MSNBC, and FOX News. She has published op-eds in dozens of newspapers including the New York Times, Wall Street Journal and USA Today.
From 1983 to 1989, Ms. Altman was on the faculty of Harvard University’s Kennedy School of Government and taught courses on private pensions and Social Security at the Harvard Law School. In 1982, she was Alan Greenspan’s assistant in his position as chairman of the bipartisan commission that developed the 1983 Social Security amendments.
From 1977 to 1981, she was a legislative assistant to Senator John C. Danforth (R-Mo) and advised the Senator with respect to Social Security issues. From 1974 to 1977, she was a tax lawyer with Covington & Burling, where she handled a variety of private pension matters.
Ms. Altman chairs the Board of Directors of the Pension Rights Center, a nonprofit organization dedicated to the protection of beneficiary rights. She is a member of the Boards of Directors of the Alliance for Retired Americans Educational Fund, the Economic Opportunity Institute, Latinos for the Secure Retirement, and the Institute for America’s Future. In the mid-1980’s, she was on the organizing committee and the first board of directors of the National Academy of Social Insurance.

Feeling lost or overwhelmed about filing your IRS tax return this year?

Join us for a retirement focused Zoom webinar on taxes for retired Americans Abroad!

WHEN: Wednesday, March 8th from 1:30-2:30pm EST view your time zone

$10 General Admission / $5 Concessions. Recording available. All proceeds go to Democrats Abroad

If you are unable to attend this event you can select the recording ticket option.

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The aim of this event is to discuss tax issues particular to seniors. Presented by Allyson Lindsey of Bright!Tax.

This session is for Americans abroad/U.S. citizens/dual citizens/expats who:

• you just retired abroad and you're not sure what the tax consequences are
• you've lived abroad for decades but not sure how taxes work after retirement
• you're concerned about the US tax implications of retirement planning, or
• you already know a lot but you just want a straightforward answer for a specific issue

Questions that answered will include:

• Do I have to pay tax on my social security?
• Do I have to pay US tax on my non-US pension?
• Will I pay tax on the sale of my home?
• Do I pay taxes even if I'm drawing on my pension but working a part-time job?

The fine print:

• No refunds are available.
• We can't guarantee we will be able to answer all questions submitted before, during, or after the event, but we will try to answer as many questions as possible.
• This event is closed to the press.

Please click here to add yourself to the Democrats Abroad Taxation Task Force mailing list to keep up to date with the actions and upcoming events.

Disclaimer: Democrats Abroad cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.

We recommend the IRS Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: https://irs.treasury.gov/rpo/rpo.jsf

Tired of paying someone else to file the FBAR for you? Save money, file yourself!

Join us for a step-by-step Zoom webinar on how to file your own FBAR.

WHEN: Wednesday, February 15th from 1:30-2:30pm EST view your time zone

$10 General Admission / $5 Concessions. Recording available. All proceeds go to Democrats Abroad.

If you are unable to attend this event you can select the recording ticket option.

Scroll to the bottom for tickets

The aim of this event is to go over how to file the FBAR yourself. Presented by Jordan Mendez, a US accountant working for KPMG based in Canada. This is a step-by-step walk-through of the FBAR.

This session is for Americans abroad/U.S. citizens/dual citizens/expats who:

• Aren’t happy with paying an accountant to file their FBAR and want to do it themselves
• Aren't sure if they're able to do it yourself and want to see how it's done
• Just moved abroad and don’t know how to start
• Just learned you’re supposed to file and FBAR and want to get caught up

The session will include:

• Who needs to file the FBAR
• What the FBAR filing threshold is
• What type of accounts need to be reported
• What information is included on the FBAR
• How to electronically file the FBAR
• When the FBAR is due

The fine print:

• No refunds are available.
• We can't guarantee we will be able to answer all questions submitted before, during, or after the event, but we will try to answer as many questions as possible.
• This event is closed to the press.

Please click here to add yourself to the Democrats Abroad Taxation Task Force mailing list to keep up to date with the actions and upcoming events.

Disclaimer: Democrats Abroad cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.

We recommend the IRS Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: https://irs.treasury.gov/rpo/rpo.jsf

Feeling lost or overwhelmed about filing your IRS tax return this year?

Join us for a consumer focused Zoom webinar on How to Survive Tax Day as an American Abroad!

WHEN: Wednesday, January 11th from 1:30-2:30pm EST view your time zone

$10 General Admission / $5 Concessions. Recording available. All proceeds go to Democrats Abroad

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The aim of this event is to help you feel more confident going into filing your US tax return this year. Presented by Rebecca Lammers, Chair of the Democrats Abroad Taxation Task Force. This is a consumer focused webinar to help you save money on your tax preparation costs.

This session is for Americans abroad/U.S. citizens/dual citizens/expats who:

• Aren’t happy with your accountant and want to switch
• File yourself but you're not sure if you're doing it right
• Filed when you first moved abroad but haven't done it for a while and need to get back on top of filing
• Haven’t filed since you moved abroad
• Just moved abroad and don’t know how to start
• Just learned you’re supposed to file and want to get caught up

Topics discussed in the session will include:

• The Taxpayer Bill of Rights
• Deciding between filing yourself, using a tax preparation software, or hiring an accountant
• The difference between an EA, CPA, and tax attorney
• How to spend $0 to file your own taxes
• How to get free tax prep if you're a 50+ senior
• How to find an accountant
• How to keep your tax prep costs as low as possible
• What to do if you don’t know how to get started
• How to contact the IRS and communicate with them

Ticket proceeds go to Democrats Abroad, feel free to donate additional recording tickets to bump up your donation!

The fine print:

• No refunds are available.
• We can't guarantee we will be able to answer all questions submitted before, during, or after the event, but we will try to answer as many questions as possible.
• This event is closed to the press.

Please click here to add yourself to the Democrats Abroad Taxation Task Force mailing list to keep up to date with the actions and upcoming events.

Disclaimer: Democrats Abroad cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.

We recommend the IRS Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: https://irs.treasury.gov/rpo/rpo.jsf

Democrats Abroad Global Seniors and Disability Caucuses invite you to join us for our monthly Social -- a time for Seniors and members of the Disability Caucus to connect with one another and discuss topics of concern and information. We will reflect, discuss, plan, and strategize together from the comfort of our own homes and with no duties or assignments! This will be fun as we can discuss freely any topic we would like.

RSVP BELOW TO JOIN US ON ZOOM!