Firm to participate in two seminars to inform Americans on investing internationally and specifically in France
NICE, France, February 12, 2025–(BUSINESS WIRE)–Levitt Capital Management (LCM) is pleased to announce two upcoming events aimed at providing valuable insights into investment strategies for Americans residing in Europe. Both of these events are designed to address the unique financial challenges faced by U.S. citizens/dual citizens living overseas, and both will feature Robert Levitt, founder of Levitt Capital Management. His expertise will provide those who attend with practical strategies to better manage their investments while also navigating the complexities of international financial regulations.
“Most Americans have no idea what they are supposed to do with their finances when they move overseas,” said Levitt. “For instance, failure to report foreign bank accounts and correspondingly submitting FATCA Form 8938 can result in severe penalties. Residency calculation is complex – and miscalculation can come back to bite you. In addition, France imposes a wealth tax on real estate holdings which may surprise some residents, and Americans who fail to severe ties with their last U.S. state of residence may still owe state taxes despite living abroad. After living in Nice, France, for a while, I started to realize that Americans living in Europe face a lot of challenges because of laws in the U.S. that were created to catch people who might be hiding money. We’re here to help them avoid these pitfalls and many more.”
EDUCATIONAL OPPORTUNITIES FOR AMERICANS ABROAD AND DUAL CITIZENS IN 2025
1. Investment Strategies for Americans in France
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Date: Wednesday, February 12, 2025
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Time: 6:30-7:30 PM CET
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Location: Omid & Gisel Kordestani Rooftop Conference Center – 6 Rue du Colonel Combes, 75007 Paris, France
This seminar will be hosted by The American University of Paris (AUP) and led by Robert Levitt. This event focuses on investment options available to U.S. citizens living in France, and will cover topics such as:
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French savings programs available to US citizens
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Action to take on U.S. investments
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U.S. investment products you can have while resident in France
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Avoiding tax penalties on the U.S. or French side
General Admission: The event is open to all members of the AUP community. While the online registration process is now closed, interested parties – including members of the press – may contact Yana Kossinskay at ykossinskaya@levittcapital.fr to inquire about available spots at the conference.
