Expats in France Quarterly Financial Forum - Q1 2023 - US Tax Filing Update and Strategies
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- เผยแพร่เมื่อ 4 ส.ค. 2024
- 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
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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.
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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®.
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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:
www.dunhillfinancial.com/
LinkedIn:
/ dunhill-financial-llc
Twitter:
/ dunhillfin
Facebook:
/ 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
I would like to know what PROHIBITS France from taxing US expats who reside in France on their US Rental income?
ARTICLE 6
Income from Real Property
Paragraph 1 provides that income of a resident of a Contracting State from real property
situated in the other Contracting State may be taxed in the State in which the property is situated.
The Article does not grant an exclusive taxing right to the situs State, but assigns it the primary right.
Bonjour! Excellent video. Very informative. Thank you! We are retired American educators with modest social security and pension payments (45k), and very modest rental income(16k). We had been looking at Spain, France, and Italy because of their healthcare systems. But, Spain and Italy would tax us more than France, and France has better healthcare. Is my perception correct? 60k per year is taxed less in France than in Spain, correct? Thank you.
Merci!
Dean & Cindy
I was thinking of Portugal to retire too but France might be the way to go as they recognize Roth's. I'd need to do something about Estate stuff though.
But I want to know that if you call in the next 5 minutes, do we get a set of ginzu knives!?
@Dunhill Financial -So If I hear it right. The first 40K of CAPITAL GAINS (Or the first 80K if you are married) for an American retiree is Tax free even in France. Cause it is taxed or rather not taxed in the U,S. Correct?
Luv yr Shows! USA stole my kids to give them to abusive Mormon and holding me hostage 4 years now but I keep pleading to go back to France! What Visa should I apply for to stay here? 1 year visitor visa? (I plan is to buy a home in Cannes which I spent 2 years in awaiting extradition to evil US). So tired of abuse and injustice of AMerica! So stupid to accept extradition - should have stayed in France. PS what insurance do u recommend to buy to attach to visa application? Who to consult for Real Estate Shopping (prefer someone with experience w Credit Vendeur at 50% down) to prevent Luxury Tax . a bientôt si le juge me laisse enfin quitter les USA!
"Easy-Peasy Japaneasy"... OMG, did he really say that?
Why "Japaneasy"? Just trying to understand why he said that.
Cuz it rhymes and it's funny. Nothing at all derogatory.
@2:32 lol, nice. I liked it.