Your financial life in the US and Scandinavia – What to do with your foreign assets if you plan on staying in the U.S.
Welcome to this SACC-Seattle and NACC-Seattle Co-hosted Event!
When: April 21, 2015 6:00 to 7:30 pm (Networking at 6:00, Presentation at 6:30)
Where: The Swedish Club, 1920 Dexter Ave N, Seattle, WA 98109
Monica Langfeldt and Martin Lundgren will provide an informative overview of the tax reporting and financial planning issues faced by Scandinavian nationals living in the U.S.
Monica Langfeldt is a Seattle-based attorney who understands how to navigate the legal and tax intricacies of transborder living. Her firm, Langfeldt Law PLLC, specializes in representing businesses, nonprofits and individuals in all aspects of business and tax transactions, ranging from entity formation to reporting requirements and everything in between.
Her topics will include:
- IRS Reporting requirements if you have/receive or are:
- Foreign financial accounts or assets
- Gift or inheritance from a foreign person
- An owner of a foreign corporation/partnership
- Hold foreign stocks or bonds
- Options available to become current if you have failed to file the required informational returns in the past (Offshore Voluntary Disclosure Program/Streamlined Program).
Martin Lundgren CFA, CIPM, PMP, is president and founder of Northern Lights Advisors, Inc., a certified investment manager advising clients on retirement planning, asset allocation and manager selection, and portfolio management. He currently works with Europeans living and working in the US as well as Americans living and working in Europe, managing assets and planning across borders.
His topics will include:
- Financial planning for a life in Sweden and Norway
- Financial planning for a life in the US
- How to plan with mixed assets divided between the US and Scandinavia
- Differences in between your financial life in the US and Scandinavia:
- College savings
- Life insurance
- Life as a retiree
- Medical systems
The event promises to be an interesting and lively discussion of topics that require close attention by people owning assets and doing business in more than one country.
Members of SACC and/or NACC register HERE
Non-Members Register HERE
Cost: $15 for SACC-Seattle and NACC-Seattle members; $20 for non-members.
Light appetizers and beer and wine will be served.