Investment, Tax and Estate Planning for Americans Living in France

Presented by:
Robert Levitt of Levitt Capital Management

Vincent Berthier de Bortili, TEP, Tax Attorney in France.

This event aims to cover investing, retirement options and tax planning for your estate, including:

· What you can and cannot for investing and retirement planning as an American in France?

· What are the concerns with investment in European packaged products (PFIC)?

· What are the differences between a European bank or brokerage firm versus an American one?

· What to do with your stateside investments such as traditional IRAs, Roth IRAs and 401k plans?

· What are the impacts of having a revocable trust or being the beneficiary of a trust while being a French tax resident?

· How can an American minimize the impact of the French estate tax ?

· Do I need a will in France?

· How the new legislation now before the French legislature impacts you.

The event will take place at the office of TOBAM on the 4th floor @

24 avenue des Champs-Elysées,

75008 Paris, France

Event Venue & Nearby Stays

24 Av. des Champs-Élysées, 24 Avenue des Champs-Élysées, Paris, France