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An In-Depth Look At US Estate Tax And US Probate On Employee Company Share Schemes For Non US Residents

Options to effectively mitigate both US Estate Tax and US Probate whilst working in the UAE

When:

Thursday, November 17, 2022

Time:

Entry from 5:20pm

Event starts at 6:00pm

Location:

The Media One Hotel, Media City - Dubai

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Seats are limited, and this is an evening you won’t want to miss.

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How is this really going to affect you?

This event has been tailored to best assist Non Americans working for US companies who are part of employee share schemes with values over $150,000 whilst working in the UAE.

We are delighted to confirm special guest speaker Jimmy Sexton who is a highly experienced US and international tax planner. Jimmy is the founder and CEO of Esquire Group, a boutique international tax and wealth advisory firm and has been published by Bloomberg, Forbes, The Washington Post and Gulf News and has been featured on CNN. He has also spoken before organisations such as the United Nations, The American Chamber of Commerce as well as eBay.

The presentations will include a deeper understanding of US estate tax for non US passport or greencard holders as well as how to mitigate this tax along with US probate laws.

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In this seminar, we will delve deeper into:

  • What does the term US Situs asset mean
  • US estate tax
  • US probate laws
  • How this effects employee share scheme participants and individuals holding US company shares
  • Structures to mitigate US estate tax and US probate

Your Event Speakers

The seminar will be hosted by Skybound Wealth's Senior Financial Planner, Stuart Mizen. He will be joined by Jimmy Sexton Founder and CEO of Esquire Group.

Stuart Mizen

Senior Financial Planner

Stuart is a highly experienced financial adviser with a proven track record in the offshore market. Arriving in the Middle East in 2007, Stuart has built a portfolio of global clients that value his industry knowledge, complete transparency and find his approach to Financial Planning refreshing, personal but most importantly professional.

Jimmy Sexton

Founder and CEO of Esquire Group

As the founder of a boutique international tax & wealth advisory firm catering to clients throughout the world, Jimmy is perfectly placed to support international workers with a range of tax planning solutions. He holds a Bachelor of Science degree in Business Administration with an emphasis in Finance, a Juris Doctor (J.D.) degree, and a Master of Laws (LL.M.) postgraduate degree in International Taxation.

Mallard Club Event Partners

Stuart Mizen

Senior Financial Planner

Stuart is a highly experienced financial adviser with a proven track record in the offshore market. Arriving in the Middle East in 2007, Stuart has built a portfolio of global clients that value his industry knowledge, complete transparency and find his approach to Financial Planning refreshing, personal but most importantly professional.

Jimmy Sexton

Founder and CEO of Esquire Group

As the founder of a boutique international tax & wealth advisory firm catering to clients throughout the world, Jimmy is perfectly placed to support international workers with a range of tax planning solutions. He holds a Bachelor of Science degree in Business Administration with an emphasis in Finance, a Juris Doctor (J.D.) degree, and a Master of Laws (LL.M.) postgraduate degree in International Taxation.

Register Your Place Today!

Don't miss out on this exclusive Seminar. Book your place today.

Don't miss out on this exclusive live event, get your ticket today!

Register Now

Questions For The Speaker?

If you have any questions for the speakers that you want to send through ahead of time, please feel free to email them to:
webinars@skyboundwealth.com

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Global Enquiries
+44 (0) 1302 703 128
Abu Dhabi - UAE (SCA)
+971 (0)4450 9799
Dubai - UAE (IA)
+971 (0) 4450 9700
Geneva - Switzerland (ARIF)
+41 (0) 22 518 0286

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