The ABCs of European Pensions & Retirement Plans

When:  Jul 17, 2024 from 10:00 to 11:00 (ET)

The July 2024 International & Cross-Border Planning Knowledge Circle will be held on Wednesday, July 17th at 10 am ET.

Guest speaker David Enquist will be presenting, "The ABCs of European Pensions & Retirement Plans."

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.

Learning Objectives:

  • 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 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.