Global Outlook: Financial Planning for Expatriates March 16, 2012

Many investment and legal structures that expatriates use successfully in their home countries may not apply in the U.S. - and vice versa. Today's economy and its numerous business opportunities lead many people to move easily between countries and continents, making mobility around the globe the "new normal".

Expatriates need a careful plan of action to include a global capital market outlook and take into consideration the legal and tax impact of such moves.

This seminar will heighten awareness of the interrelation of tax, legal and investment strategies, highlighting ways to anticipate or maneuver around hurdles, with examples applicable to all but taken especially from US-German expatriate situations.

Speakers:
- Oliver Bolthausen, Managing Partner at BridgehouseLaw, Munich, Germany
- Jorg Kemkes, Managing Partner at Rueter-BridgehouseTax, Munich, Germany
- Alex Knight, Advisory & Business Services Partner, Partner at Habif, Arogeti & Wynne, LLP
- Kristin Maeckel, CPA, Senior Tax Manager at Habif, Arogeti & Wynne, LLP
- Hugo Manzano-Gomez, Financial Advisor at the Chase Group at Morgan Stanley Smith Barney

Presented by BridgehouseTax and Morgan Stanley Smith Barney.
Agenda:
3:00 - 3:30 pm Registration and Networking
3:30 - 5:30 pm Program
5:30 - 6:00 pm Networking Reception

Complimentary appetizers and soft drinks will be served.

Official Website: http://www.gaba-network.org