International & Cross-Border Planning Knowledge Circle: The ABCs of European Pensions & Retirement Plans
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In this Knowledge Circle, guest speaker David Enquist will discuss:
- - Insight into European Pensions & Retirement Plans.
- - Country Specific Foreign Pension Education (Switzerland, UK, & Sweden).
- - Inbound US Treatment of Foreign Pensions & Retirement Plans.
- - US Tax Treatment of Foreign Pensions & Retirement Plans at Time of Contribution & Distribution.
- Have a better understanding of various cross-border European pension plans.
- Help clients navigate European foreign retirement plans in a tax-efficient manner.
- Have broad knowledge about how the US treats European retirement plans, along with the pitfalls and opportunities.
David Engquist, CPA
Quist US Tax and Consulting GMBH
David is a US CPA licensed in CA. He has over a decade of experience in US taxation, primarily focused on cross-border tax complexities. He was previously part of the PWC private client team in Switzerland before starting his own firm, Quist US Tax and Consulting GMBH. He is based in Zurich, Switzerland.
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International & Cross-Border Planning Knowledge Circle: The ABCs of European Pensions & Retirement Plans
07/17/2024 at 8:00 AM (MDT) | 60 minutes
07/17/2024 at 8:00 AM (MDT) | 60 minutes
In this Knowledge Circle, guest speaker David Enquist will discuss:
- Insight into European Pensions & Retirement Plans.
- Country Specific Foreign Pension Education (Switzerland, UK, & Sweden).
- Inbound US Treatment of Foreign Pensions & Retirement Plans.
- US Tax Treatment of Foreign Pensions & Retirement Plans at Time of Contribution & Distribution.
