About this Event
As global mobility increases, US citizens residing in Ireland, returned emigrants, and their financial advisors face a highly restrictive, bidirectional tax environment. Unlocking long-term wealth while remaining compliant requires a precise understanding of how both IRS and Irish Revenue frameworks interact.
Sey Tax Group invites you to our comprehensive, free public seminar dedicated to decoding international social security arrangements, treaties, and domestic retail investment policies.
Available both in-person at the Conrad Hotel, Dublin, and via interactive live stream, this educational open forum will equip you with the technical knowledge needed to seamlessly manage cross-border compliance.
Who Should Attend?
- US Citizens living and working in Ireland
- Dual US/Irish citizens and "Accidental Americans"
- Returned Irish emigrants with US assets or pensions
- Financial planners, wealth managers, and legal advisors
Ticket Options:
- In-Person Delegate (Conrad Hotel, Dublin): Limited seats available. Includes access to all live sessions, Q&A, and networking lunch.
- Digital Live Stream Access: Includes secure streaming link to watch all sessions live and participate in digital Q&A.
Disclaimer: This educational seminar is prepared for information purposes only and is not intended to provide tax, financial, legal, or accounting advice.
Agenda
🕑: 11:00 AM - 01:00 PM
Session 1: Policy Review (Social Security & Totalization)
Info: • Focus: A public awareness review of the US-Ireland Totalization Agreement.
• Special Guest Session: Live digital presentation and Q&A with a representative from the Federal Benefits Unit (FBU) at the US Embassy, addressing audience questions on the Totalization Agreement and the Windfall Elimination Provision (WEP) clawback.
🕑: 01:00 PM - 02:00 PM
Lunch & Networking Break
Info: • Complimentary refreshments provided for in-person attendees
🕑: 02:00 PM - 04:00 PM
Session 2: Technical Treaties, PFICs, and the New Savings & Investment Account
Info: • Estate & Income Tax Treaties: Deep-dive into the practicalities of administering the estates of US persons deceased in Ireland utilizing the US-Ireland Estate Tax Treaty, alongside an analysis of the 1997 Income Tax Treaty.
• The PFIC Dilemma: How the 1997 treaty applies to the taxation of certain Irish pensions by the IRS.
• The New SIA Framework: A dedicated review of Ireland's upcoming Savings and Investment Account (SIA) scheme set for 2027 rollout. We will analyze the potential US tax reporting requirements to help dual US-Irish citizens, "Accidental Americans," and returned emigrants avoid unintended compliance issues.
Event venue & nearby stays
Conrad Dublin, Earlsfort Terrace, Dublin, Ireland
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