United States

Complex tax and wealth management considerations


The United States—San Francisco in particular—provide plenty of opportunity for businesses, yet the United States is also complex. There are many tax and reporting concerns that need to be taken into consideration for expatriate and foreign-owned organizations.


With so many areas to consider, including understanding U.S. state and federal taxes, you’ll need a trusted advisor to help you navigate the complex U.S. tax system. During this interactive session, professionals from RSM and Transatlantique Private Wealth will discuss the following topics:

  • U.S. tax planning for majority owners or founders of French companies
  • Foreign account, foreign investment and passive foreign investment company (PFIC) rules
  • U.S. expat personal tax planning

Identifying and capitalizing on the right opportunity means working with an advisor pool large enough to provide the full range of services you need. Advisors that combine deep, broad experience with a passion for personal client service. RSM understands. We’ve helped companies from all over the world anticipate and address the tax challenges inherent in seizing opportunities in the United States. 

Join us on Oct. 4 to learn more about how RSM and Transatlantique Private Wealth can help you navigate tax and wealth management considerations.  Space is limited, so reserve your seat now.

Event details

Who should attend
French- and European-owned company owners, c-suite and financial professionals, and European expats

Date and time
Wednesday, Oct. 4, 2017
4:40 - 7:00 p.m.

44 Montgomery St., Suite 3900
San Francisco, CA 94104

CPE credit


More information
Email Amine Chabane or call +1 415 848 5375