Are you a U.S. Citizen, U.S. Green Card holder, or you just have financial or working ties with the U.S. while residing abroad? You are invited to join us for an exclusive virtual event hosted by KPMG's Nordic Family office and Private Enterprise U.S. Tax and Legal team. This session plans to cover critical year end topics affecting U.S. tax residents, expert insights, tips and potential strategies to navigate the complex landscape of U.S. taxation of dual tax residents, to avoid double taxation, and remain tax compliant. Please submit your tax questions with the event registration and join a community of participants interested in understanding the latest legislative requirements and updates as we prepare for the 2024 U.S. tax season.

Topics expected to be addressed:

• U.S. Legislative Updates

• Year End Action Reminders & Strategies to Avoid Double Taxation

• Holding a Foreign Entity as a U.S. Tax Resident

• Treatment of US and Foreign Pensions

• Foreign Mutual Funds and Investment Reporting

• Estate and Gift Tax Planning

• FBAR and Form 8938 Reporting

Speakers:

Nils Wetternin Nyberg, Senior Tax Advisor, KPMG Sweden, Focus on Cross-border Taxation Issues

Simona Vasile, Tax Partner, KPMG Law Advokatfirma AS, Specialist in US Tax and Legal Advisory