Prêt à Vivre: Leveling Up Your Taxes, Finances, and Living in Paris

You've made the move, settled into your new life, and Paris is beginning to feel like home. Now comes a different phase of the journey.
About this Event

Join us in person for an informative event specially designed for Americans who are loving life in Paris and plan to stay -- but are encountering some tough questions around the financial, tax, and overall logistics of that decision.

Liberty Atlantic Advisors and Your Franceformation have partnered to invite Americans who have been in France for 1+ years to join us and select speakers at La Volière, a stunning event space in the heart of the 8ème, located at 5 Rue d'Artois, 75008.

Join us for speaker presentations and in-depth Q&A before relaxing on the terrace and enjoying rooftop views of Paris while in conversation with our speakers, who will be staying after to meet with attendees.

There will be an apéro following the event.

Why the "1+ year" range?

Well, as you'll probably know firsthand, there is a lot that goes into planning a move to France, and the work doesn't stop after you've arrived.

But once you've settled in, filed a tax return or two, and gotten into your routine, other tasks that aren't immediately pressing can get pushed onto the "I'll get to that...eventually" backburner.

Until one day, you wake up a few years into your life in Paris and realize:

• Those France-related admin tasks you've been meaning to get to have been on hold for too long -- and you've got a government agency waiting for an answer or received a daunting email to prove it.
• "I think I'm done renting, it would be great to buy something..." except for one small problem: buying in Paris is very different from buying in the US.
• You'd like to make changes that impact your US finances, like selling a US rental, a business, or restructuring, but you don't know what the implications are of doing this from France.
• Managing US investments has become more challenging over time, particularly around things such as the address your bank has on file, trading abilities per your custodian's rules, or even your bank's ability to work with you.
• You're starting to think about inheritance and recently realized France feels like a really scary place to be the owner or beneficiary of a US trust -- but then you realize the US is obsessed with trusts, and there's no clear way to reconcile those facts.

This event will cover all of the above, with individual speakers at the forefront of their fields to share the most up-to-date information and answer questions.

Agenda

🕑: 02:00 PM - 02:05 PM
Welcome & Introduction
🕑: 02:05 PM - 02:30 PM
Allison Lounes
🕑: 02:30 PM - 02:55 PM
Nicolas Castillo
🕑: 02:55 PM - 03:20 PM
Judith Benamran
🕑: 03:20 PM - 03:30 PM
Panel Q&A (Allison, Nicolas & Judith)
🕑: 03:30 PM - 03:55 PM
Liberty Atlantic Advisors
🕑: 03:55 PM - 04:20 PM
French Taxes: Key Changes & General Update with Julien Darras
🕑: 04:20 PM - 04:45 PM
US Trusts in France
🕑: 04:45 PM - 04:55 PM
Panel Q&A (Alex/David, Julien & Vincent)
🕑: 04:55 PM - 05:00 PM
Closing Remarks & Transition to Afterwork – Claire & Allison
🕑: 05:00 PM - 05:30 PM
Afterwork Apero with the Speakers