International & Cross-Border Planning Knowledge Circle: US Expat Considerations in the European Union

5 (2 votes)

Margaret will be talking about the important subjects US citizens/taxpayers need to consider before or when they are in Europe.

Competency Level: Intermediate

FPA Competency: Critical Thinking

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Margaret Conklin, CPA

Director

JM Tax Advisors LTD

Margaret is a CPA currently living in Cascais, Portugal where she serves the US Expat community. With over 30 years’ experience helping US citizens meet their US income tax and information reporting requirements Margaret has the knowledge to help financial planners and their clients during a European transitions. She possesses a Bachelor’s in Accounting from the University of Kentucky and a Master’s in Tax from the University of Southern California. Before moving to Portugal Margaret serviced the US Expat community in Switzerland.