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DTSTART;TZID=America/New_York:20251008T080000
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DTSTAMP:20260403T182334
CREATED:20250917T154338Z
LAST-MODIFIED:20250917T163124Z
UID:10040822-1759910400-1759928400@www.globalatlanta.com
SUMMARY:Springboard to Europe
DESCRIPTION:Join Frazier & Deeter\, Arnall Golden Gregory LLP\, EPIC\, the Metro Atlanta Chamber\, and the Swedish-American Chamber\, Georgia for a dynamic event featuring expert-led panels and in-depth discussions on the latest trends shaping the European business landscape. \n\n\n\nHear directly from consuls general\, economic development leaders\, and top tax and legal professionals as they share insights on navigating the complexities of international business. \n\n\n\nSession topics include: \n\n\n\n\nChecking the Pulse of the Transatlantic Relationship\n\n\n\nUK and European Economic Development Opportunities in the Age of Trump Tariffs\n\n\n\nChallenges and Opportunities for Cross-Border Investment: Practical Strategies for Navigating the New Landscape\n\n\n\n\n\n\n\nRegister
URL:https://www.globalatlanta.com/event/springboard-to-europe-3/
LOCATION:Frazier & Deeter Midtown Office\, Promenade II\, 1230 Peachtree St NE #1500\, Atlanta\, GA\, 30309\, United States
CATEGORIES:Business,Economic Development,Europe,Featured,Tax
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GEO:33.7879505;-84.3851742
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Frazier & Deeter Midtown Office Promenade II 1230 Peachtree St NE #1500 Atlanta GA 30309 United States;X-APPLE-RADIUS=500;X-TITLE=Promenade II\, 1230 Peachtree St NE #1500:geo:-84.3851742,33.7879505
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DTSTART;TZID=America/New_York:20251112T120000
DTEND;TZID=America/New_York:20251112T130000
DTSTAMP:20260403T182334
CREATED:20251021T160653Z
LAST-MODIFIED:20251022T213754Z
UID:10040886-1762948800-1762952400@www.globalatlanta.com
SUMMARY:Top 10 Smart Wealth Moves for U.S. - France Residents
DESCRIPTION:Discover key financial planning insights for those with connections to both the U.S. and France. \n\n\n\nJoin this web presentation focused on the unique financial planning opportunities and challenges facing individuals and families with ties to both the United States and France. Whether you are a U.S. citizen living in France or a French national residing in the United States\, managing wealth across two separate financial\, tax\, and legal systems requires careful coordination. When combined\, these systems can create both complexity and opportunity.  \n\n\n\nThis presentation will outline the Top 10 Smart Wealth Moves to help globally mobile families align their financial lives on both sides of the Atlantic. You’ll gain insights into minimizing tax exposure\, investing effectively within cross-border regulatory limits\, and structuring estate plans that respect both U.S. and French legal frameworks.  \n\n\n\nTopics include: \n\n\n\n1. Cross-border tax awareness – staying compliant while navigating residency and treaty rules and managing French wealth tax. \n\n\n\n2. Investing with confidence – avoiding PFIC pitfalls\, understanding U.S. and E.U. restrictions on foreign funds\, coordinating French and U.S. retirement savings\, and using income tax treaty benefits. \n\n\n\n3. Estate planning clarity – integrating U.S. and French succession rules\, wills\, and trusts under EU Regulation 650/12. \n\n\n\n4. Actionable strategies – practical steps to protect\, grow\, and transfer your wealth between both countries. \n\n\n\nAbout Cerity Partners  \n\n\n\nCerity Partners is a leading\, national independent financial advisory firm serving high-net-worth individuals and their families\, businesses and their employees\, and nonprofit organizations from its offices across the country. The firm’s in-house experts of tax advisors\, financial planners\, investment professionals and retirement plan consultants are passionate about and committed to providing objective financial advice and oversight. Additional information can be found at www.ceritypartners.com. \n\n\n\n\nRegister\n\n\n\nDownload Flyer\n\n\n\n\nFeatured Speakers\n\n\n\n\n\n\n\n\n\n\n\nAndrejs Pilajevs\, Principal at Cerity Partners\, Washington\, DC\nAndrejs is experienced in working with U.S. ex-pats\, non-resident aliens (NRA)\, and mixed-nationality families with a global presence. With experience living overseas and holding multiple citizenships\, Andrejs brings a personal insight into the intricacies of expatriate life. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\nLibby Dawson\, Partner with Cerity Partners\, Washington\, DC\nLibby Dawson has over 20 years of experience in financial services\, working with institutions and high net worth families. She has lived all over the world – including Switzerland and Montreal\, so she understands the unique benefits and challenges that go with a cross-border life.
URL:https://www.globalatlanta.com/event/top-10-smart-wealth-moves-for-u-s-france-residents/
LOCATION:Virtual
CATEGORIES:Banking,Europe,Featured,France,Investment,Investors,Real Estate,Tax
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