Information Seminars WBFN Information Seminars

The Family Network annually sponsors a series of seminars on topics of recurring interest to WBG families. Seminars are well attended and the feedback is always very positive. (Programs are open only to WBFN members, unless otherwise specified.)

Estate Planning Wills/Estate Taxation & Strategies

Time:

11:00am-12:00pm; (Estate Planning)
1:00pm-2:00pm; (Estate Taxation & Strategies)
Venue: The World Bank I Building Room I1-200
Date: Monday, May 2, 2011
Guest Speaker: Carmen Irizarry-Diaz

Topics to be covered: Revocable Living Trusts, Wills, Powers of Attorney and Health Directives, Update of Federal Estate Tax legislation, US Estate and Gift Tax Planning, Tax saving techniques and the use of Bypass and Qualified Domestic Trusts.


Estate & Inheritance Tax in the US

Time: 11:00am-12:30pm
Venue: The World Bank J Building Room J1-050
Date: TBA
Guest Speaker: Dale Mason, CPA

A presentation on how US estate tax rules impact non-US nationals; how residency and non-residency status is determined; assets subject to the tax special rules for non-US nationals; etc. Careful planning can result in significantly lower amount of estate taxes.


Being Prepared—Planning for Family Emergencies

Time: 11:00am-12:30pm
Venue: The World Bank J Building Room J1-050
Date: TBA
Guest Speakers:

When moving to a new country, it is important to understand how the law applies here in your everyday life as well as in crisis situations. In the US, it can be crucial to have established certain documents-powers of attorney, wills, etc. and have easy access to your records at all times.


Work Authorization for Spouses with G-4 Visas

Time: 11:00am-12:30pm
Venue: The World Bank J Building Room J1-050
Date: TBA
Guest Speaker: Juan Alvial, World Bank HR Service Center

The process of applying for work authorization can take a long time. For many WBG spouses this can mean a great deal of frustration in their search for and chances of landing a job that meets their qualifications. This presentation will clarify where the difficulties lie and what to expect.

 


US Income Tax—Preparing and Paying

Time: 11:00am-12:30pm
Venue: The World Bank J Building Room J1-050
Date: TBA
Guest Speaker: Guest Speaker: Bob Len, CPA, MST, Wolf Group International Tax & Business Consultants

Mr. Len will discuss income tax planning and compliance for non-US citizens, including determination of tax resident status and the taxation of resident tax payers versus non-resident tax payers. Special attention will be paid to income sourcing rules for non-residents and planning strategies for couples when one spouse is a citizen or resident and the other is not.

 

 


How to Qualify for Permanent Residence in the US

Time: 11:00am-12:30pm
Venue: The World Bank I Building Room I1-200
Date: TBA
Guest Speaker: Mark Urbanski, Attorney At Law, American Immigration Lawyers Association

There are many ways to qualify for permanent residence in the US, some complicated and some uncomplicated. Well ahead of applying, it is crucial to know and understand in detail what exactly is required in your own particular situation and plan accordingly (travel, resident mission, your children’s education, etc.)

 

 


Pension—Why Planning Ahead is so Crucial

Time:
11:00am-12:00pm; Gross Pension Plan (Joined WBG on or prior to April 14, 1998)
1:00pm-2:00pm; Net Pension Plan (Joined WBG after April 14, 1998)
Venue: The World Bank J Building Room J1-050
Dates: TBA

Guest Speaker: Sharada Sundar, World Bank Pension Administration

The presentation will help you better understand your options and point out issues of particular importance. This is also an opportunity to ask questions and get further clarification on certain aspects of the World Bank Retirement Plan.