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In June 2014 the US Treasury Department will implement changes to the tax laws pertaining to US citizens overseas and green card holders. The changes will encompass all types of foreign financial firms and accounts, and will require the disclosure of account holder names for all covered accounts as well as account balances and other account specific information, including accounts opened by U.S. persons in the name of an offshore entity or nominee. The changes will also require foreign financial institutions to take note of their know-your-customer and anti-money laundering information when determining account ownership.
Compliance with FATCA is an all-encompassing process which requires appropriate planning to ensure you are within the guidelines of the new legislation.
Montpelier's research team have identified methods and practices that, while remaining fully within the framework and legalities of FATCA, allow the individual investor to reduce some of the tax burden going forward.
On May 28th, 2014, Montpelier, LehmanBrown and Dominion will hold a special event to address these concerns and outline techniques to be compliant and minimize the tax burden for individuals.
Speakers:
RUSSELL BROWN - LEHMANBROWN
Russell Brown is Founder and Managing Partner of LehmanBrown International Accountants, a China-focused accounting, taxation and business advisory firm with operations in Beijing, Hong Kong and 5 other offices across China and around 200 professionals.
He gained BA (Hons) in Business Studies from Bournemouth University and is a Fellow of the Chartered Institute of Management Accountants (CIMA) in the UK and is an Associate of Institute of Chartered Accountants of England and Wales. He is currently Chairman of the British Chamber of Commerce in China and prior to this has also acted as Vice Chair and Treasurer. He is also Vice Chair of the China British Business Council and an Honorary Member of The 48 Group Club. Russell is actively involved in many charitable events and is Chair of Beijing's annual British Charity Ball and St George's Day Charity Dinner. He is also a member of Rotary Club of Beijing.
Compliance with FATCA is an all-encompassing process which requires appropriate planning to ensure you are within the guidelines of the new legislation.
Montpelier's research team have identified methods and practices that, while remaining fully within the framework and legalities of FATCA, allow the individual investor to reduce some of the tax burden going forward.
On May 28th, 2014, Montpelier, LehmanBrown and Dominion will hold a special event to address these concerns and outline techniques to be compliant and minimize the tax burden for individuals.
Speakers:
RUSSELL BROWN - LEHMANBROWN
Russell Brown is Founder and Managing Partner of LehmanBrown International Accountants, a China-focused accounting, taxation and business advisory firm with operations in Beijing, Hong Kong and 5 other offices across China and around 200 professionals.
He gained BA (Hons) in Business Studies from Bournemouth University and is a Fellow of the Chartered Institute of Management Accountants (CIMA) in the UK and is an Associate of Institute of Chartered Accountants of England and Wales. He is currently Chairman of the British Chamber of Commerce in China and prior to this has also acted as Vice Chair and Treasurer. He is also Vice Chair of the China British Business Council and an Honorary Member of The 48 Group Club. Russell is actively involved in many charitable events and is Chair of Beijing's annual British Charity Ball and St George's Day Charity Dinner. He is also a member of Rotary Club of Beijing.
TINA MOLLOY - DOMINION
Tina Molloy is the Business Development Director at Dominion who is based in the London office. She is responsible for new business inquiries and intermediary relationships around the world. Prior to joining Dominion in 2013, Tina spent 24 years specializing in wealth management for HSBC in the UK, Jersey, Hong Kong and South Africa.
The M2M series (Member-to-Member) is AmCham China's commercial event platform. M2M events are sponsored by companies seeking to share the latest information about their products, services, technologies or expertise with fellow AmCham China members. These company sponsored events are free for all AmCham China members and employees of member companies. The M2M program and any use of AmCham China's name and participation by AmCham China's personnel in such program in no event constitutes an endorsement, express or implied, of any product, service, program or company. AmCham China reserves the right to offer, modify, suspend or cancel the M2M events in its sole discretion.
Tina Molloy is the Business Development Director at Dominion who is based in the London office. She is responsible for new business inquiries and intermediary relationships around the world. Prior to joining Dominion in 2013, Tina spent 24 years specializing in wealth management for HSBC in the UK, Jersey, Hong Kong and South Africa.
The M2M series (Member-to-Member) is AmCham China's commercial event platform. M2M events are sponsored by companies seeking to share the latest information about their products, services, technologies or expertise with fellow AmCham China members. These company sponsored events are free for all AmCham China members and employees of member companies. The M2M program and any use of AmCham China's name and participation by AmCham China's personnel in such program in no event constitutes an endorsement, express or implied, of any product, service, program or company. AmCham China reserves the right to offer, modify, suspend or cancel the M2M events in its sole discretion.
