This programme has three key objectives:
to provide you with current legislative and administrative developments affecting the preparation of US individual tax returns
to provide you with an appreciation of the different approaches and positions being taken on international issues
to enable you to comprehend current US individual tax issues from the perspective of the taxpayer, the tax authority and the tax practitioner

Programme

Day 1

9.30
Chairman's introduction

Greg Trotman, Trotman Taxation Services

9.40
US federal taxation update

A borad update of some of the changes that came into effect in 2009 as well as a discussion on proposed future changes set to come in 2010 and 2011.

Matthew Fox, Ernst & Young

10.35
Pension planning for expatriates

Andrew Aldridge, US Tax

11.15
Coffee

11.40
Tax disputes and investigations

Andrew Watt, Alvarez and Marsal

12.20
The world of social security

Ian Wilson, Ian Wilson Consulting

What is social security?
The principles of the reciprocal agreements between the US and EU countries
What are the benefits?
Where can it go wrong?

13.00
Lunch

14.15
Investing through life insurance and annuities

Anthony McLaughlin, London & Capital; Jay Krause, Withers

15.15
Tea

15.45
An audience with Kelli Winegardner, IRS Attache, London

17.00
Reception (sponsored by DeVere Venues)





Day 2

9.30
Review of day 1

Greg Trotman, Trotman Taxation Services

9.40
US state tax update

Alex Jones, Deloitte

Review of relevant tax changes
Changes to rates
Amnesties, etc. for major US States

10.15
Exit taxes - where are we now?

Jemma Baker and Sarah Eggers, Frank Hirth

11.00
Coffee

11.30
Ethics

Andrea Plaw, Expatriate Tax Specialists Limited

Summary of key issues relating to Circular 230
Discussion of standards of conduct for tax preparers - including notice 2009-60
Discussion of certain US States beginning to charge a fee for non CPAs to prepare State tax returns
Update on preparer penalties
Reminder about your responsibilities under data protection

12.30
Lunch

14.00
US federal taxation - further issues and complexities

Dan Hyde, Westleton Drake

15.00
Tea

15.30
Post-mortem on issues arising from UK tax returns

An interactive panel session led by Tony Hopson, Buzzacott (to be confirmed), featuring Ann Chapman, Ernst & Young, Robyn Limmer, Burrows & Co.

16.30
Chairman's closing remarks

Greg Trotman, Trotman Taxation Services

Greg Trotman, Matthew Fox, Andrew Aldridge, Andrew Watt, Ian Wilson, Anthony McLaughlin, Kelli Winegardner, Alex Jones, Jemma Baker, Sarah Eggers, Andrea Plaw, Dan Hyde, Robyn Limmer, Ann Chapman