Join Ann Marie Regal, CFP® of Chartwell Associates as she guides you through some of the basics of financial, tax and estate planning tailored for the American expatriate family. Learn how a fee-based certified financial professional differs from a commissioned based planner and how even a middle-income family can benefit from professional assistance especially living abroad. Learn to understand the difference between products offered to the U.S. market and products offered abroad and some of the tax implications of purchasing foreign insurance and foreign investments. Amanda St. Claire, J.D. & Ana Brugh, CPA, of American Expat Tax Services Pte Ltd will be on hand to cover some of the tax related topics.
CRCE: Financial Planning & Tax Seminar - Postponed
Ann Marie Regal, CFP®is a MAS registered financial advisor at Chartwell Associates Pte Ltd. She specializes in fee-based financial planning for expats, particularly Americans. Prior to moving to Singapore with her family, Ann Marie worked in private wealth management at Deutsche Bank and Legg Mason Investment Counsel.
Ana Brugh, CPA, is the Tax Manager at American Expat Tax Services, Pte Ltd, a full service U.S. tax office in Singapore for individuals and U.S. owners of SMEs. Ana has a Masters in Accountancy and specializes in the reporting of foreign income and investments for U.S. compliance. Ana is a former tax associate with the accounting firm of Dixon Hughes.
Amanda St. Claire, J.D. is the founder of American Expat Tax Services, Pte Ltd, formerly Expat Tax. American Expat Tax Services, Pte Ltd, a full service U.S. tax office in Singapore for individuals and U.S. owners of SMEs that also provides advice to expatriating individuals and those requiring assistance with tax and financial reporting compliance. She is a former member of United States Navy Judge Advocate General's Corps (JAGC).