Are you struggling to understand your US tax obligations? Do you want to know how to file your tax return from abroad? If yes, this event is for you! Join us for an informative virtual event that will provide you with essential knowledge and practical tips to navigate the complex world of taxes for US citizens and green card holders living abroad.

Tax expert and enrolled agent, Tonei Glavinic, EA, will cover a range of topics including:

• Tax residency rules
• Common tax deductions and credits 
• Reporting foreign income and foreign bank accounts
• Common mistakes you might make when filing your tax returns
• Federal student loan implications
• Maintaining social security eligibility
• Streamlined Filing Procedures for those who have fallen behind on their taxes
• And more!

The event will include a presentation followed by an opportunity to ask questions and share your experiences.

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. If you are in need of tax advice you can consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services to meet your needs and budget, though buyers need always beware: https://irs.treasury.gov/rpo/rpo.jsf

**To use PayPal to purchase your ticket, please click on the PAYPAL button above.**

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¿Te cuesta entender tus obligaciones fiscales en EE.UU.? ¿Quieres saber cómo presentar tu declaración de impuestos desde el extranjero? Si es así, ¡este evento es para ti! Únete a nosotros para un evento virtual informativo que te proporcionará conocimientos esenciales y consejos prácticos para navegar por el complejo mundo de los impuestos para los ciudadanos y residentes de EE.UU. que viven en el extranjero.

Un experto en impuestos y agente registrado, Tonei Glavinic, EA, cubrirá una serie de temas que incluyen:

• Normas de residencia fiscal
• Deducciones y créditos fiscales comunes 
• Declaración de ingresos y cuentas bancarias en el extranjero
• Errores comunes al presentar tus declaraciones de impuestos
• Implicaciones de los préstamos federales para estudiantes
• Mantener el derecho a la seguridad social
• Procedimientos de presentación simplificados para quienes se han retrasado en el pago de tus impuestos
• Y mucho más!

El evento incluirá una presentación seguida de una oportunidad para hacer preguntas y compartir sus experiencias.

Aviso: Democrats Abroad no puede proporcionar asesoramiento fiscal individual. No somos abogados, contables ni asesores fiscales. Por favor, consulte a un asesor fiscal/contable/preparador de declaraciones de impuestos profesional cuando aborde sus asuntos fiscales personales. Si necesita asesoramiento fiscal, puede consultar el Directorio de Preparadores de Declaraciones de Impuestos del IRS para encontrar un asesor o preparador de declaraciones de impuestos cerca de usted o que ofrezca servicios en línea que se ajusten a sus necesidades y presupuesto, aunque los compradores siempre deben tener cuidado: https://irs.treasury.gov/rpo/rpo.jsf

**Para comprar tu boleto a través de PayPal, haz clic en el botón PAYPAL de arriba.**

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

Join Democrats Abroad UK (DAUK) for this webinar to discuss the basics of financial planning for Americans living in the UK. The aim of this event is to educate you on basic things you should know and commonly asked financial planning questions such as:

• How do you plan for the future under both the US and UK tax systems?
• How can I tax-efficiently save and invest as a US citizen in the UK?
• How do I manage finances and tax with a non-US spouse?
• How do I manage my US student loans while living abroad?
• How can I save for my dual US/UK citizen child's future?

This event is for you if:

• you just moved to the UK from the US and you're unsure how to plan for your future
• you've lived abroad for decades but not sure where to start
• you have children and want to better understand how to save for their futures
• you're concerned about the US/UK tax implications of financial planning, or
• you already know a lot but you just want a straightforward answer for a specific issue

Speakers:

• Brian Dunhill, International Financial Advisor @ Dunhill Financial
• David Treitel, Founder and Managing Director @ American Tax Returns

Agenda:

• 6:30pm Introductions
• 6:35pm Panel discussion
• 7:10pm Q&A
• 7:30pm End

Attendees are asked to please pre-submit any questions you have by emailing [email protected]. 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!

Add event to calendar

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.

If you are unable to attend this event you can buy a recording ticket.

Please email [email protected] to be added to the mailing list to keep up to date with the actions and upcoming events from the DAUK Tax Committee.

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

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

She's been a hit with our April afterwork for two years running! By popular demand, Jennifer Cederwall is back to help lower the stress levels on filing your US income-tax returns before the 15 June deadline. As last year, she will be joining us by video link. You can, too, or you can show up at John Scott's Linné and grab yourself some food or drink before joining us in the meeting room up one flight of stairs, in the back!

URL: https://democratsabroad.webex.com/democratsabroad/e.php?MTID=me40aef6bc4883423cf609e5fb2ec6340
The meeting number, if you need it, is 23086007078.

Any problems finding the venue or joining online, please contact Joel Parthemore using the contact information below.

Do you wonder how US tax law affects Americans living abroad? Are you new to (and baffled by) overseas Americans' US tax obligations? Or need advice on investment or retirement strategy as a Switzerland resident?

First, know that your filing deadline is June 15, 2023. Then come to Democrats Abroad Switzerland's talk on US taxes for Americans living abroad.

Rebecca Heid of AIT Services will present key issues and then answer our questions about overseas Americans' US tax obligations. If you have a particular issue or question you would like her to address, please email it to [email protected].

Registration required. This event raises funds for DA's 2024 election-year voter outreach work.

Add to your Google Calendar.

Do you wonder how US tax law affects Americans living abroad? Are you new to (and baffled by) overseas Americans' US tax obligations? Or need advice on investment or retirement strategy as a Switzerland resident?

First, know that your filing deadline is June 15, 2023. Then come to Democrats Abroad Switzerland's talk on US taxes for Americans living abroad.

Rebecca Heid of AIT Services will present key issues and then answer our questions about overseas Americans' US tax obligations. If you have a particular issue or question you would like her to address, please email it to [email protected].

Registration required, refreshments available. This event raises funds for DA's 2024 election-year voter outreach work.

Add to your Google Calendar.

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

Learn about basic tax-filing obligations and get answers to commonly-asked tax questions.

This webinar is for you, if you:

• recently moved to an African country from the U.S. and are unsure of your tax obligations
• haven't filed U.S. taxes for decades
• are scared to face your tax filing obligations
• don't know how to get started
• filed U.S. taxes for years but are unsure you're doing it correctly
• want straightforward answers for specific issues

Commonly-asked questions include:

• When is the tax filing deadline for taxpayers living in Africa?
• How much do I have to earn before filing U.S. taxes?
• How do I manage my student loans while living in Africa?
• Can I open a pension in an African country?
• Do I have to pay capital gains tax to the IRS when I sell my house or property in Africa?
• How much do I have to earn before being double-taxed?
• Do I get double-taxed if I'm self-employed or have a business in Africa?

Speakers:

John Benson, Chartered Certified Accountant, USA & South Africa
Nathalie Goldstein, CEO and IRS Enrolled Agent @ MyExpatTaxes

RSVP BELOW!

Agenda:

1. Welcome, housekeeping, and introductions - 10 minutes
2. Speaker presentations - 15 minutes per speaker - 30 minutes
3. Q&A - 45 minutes
4. Closing with contact information for Democrats Abroad and speakers - 5 minutes

Please submit your questions in advance via this form to prepare and shape the program around what most interests you. The deadline for submitting questions in advance is Wednesday, March 29, 2023. Questions may also be asked during the webinar.

This event will be recorded. Those unable to attend the webinar on March 12th, please sign up anyway and you'll receive a copy of the recording after the event. If you would like to receive regular updates from Democrats Abroad and you are not yet a member, please sign up here.

We cannot guarantee that all questions submitted before, during, or after the event will be answered, but we will try to answer as many questions as possible. Participants are encouraged to contact their state tax office, the IRS, or private tax advisers directly for any unanswered questions.

This event is closed to the press.

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