2023 June Solutions Room: Taxing British Pensions

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Description

2023 June Solutions Room: Taxing British Pensions
IRS Program #: X9QQU-T-00976-23-O
CTEC #: 6257-CE-0153
Speaker: Liz Zitzow, EA

The United Kingdom has a very special treaty regarding pensions; one of the most generous ones. We’ll go over how pensions are taxed in general, how specifically British pensions are taxed differently, and how you can check a treaty to see how your country’s pensions will be treated. You will walk away knowing how to tax foreign pensions.

We’re solution focused. Register for this webinar for insight into the latest tax law changes (and the challenges they create) directly from leading experts in the tax industry. The session will conclude with a Q&A session – be prepared to ask questions of our experts! 

Learning Objectives:

General information about all pensions and taxes.
Differences in British pensions.
Differences in how British pensions are taxed.
How to check a treaty to see specific country pensions.

Contributors

Liz Zitzow, EA

Liz Zitzow is an Enrolled Agent licensed to practice before the IRS with over 34 years of experience in US taxation and 23 years specializing in British/US tax issues. She is the Managing Director of British American Tax and oversees all aspects of the business, providing personal consultations to clients. She does a lot of Streamline Foreign Offshore Procedures (SFOP) nonfiler cases and occasionally opts for so-called “quiet disclosure” when SFOP won’t work.

Prior to BATax, she worked at US Tax and Financial Services in London as a Senior Tax Manager. Back in the states, she worked at Taxman reviewing the tax returns for about twelve offices to ensure accuracy. She represented their clients every year on audits. She got her feet wet with H&R Block at the very beginning. She loves gardening, travel, and goes to film festivals several times a year. Once upon a time a long time ago she recorded several albums as a singer in the Boston music scene.