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2020 EXPATS IN THE BAY! Tax, Immigration, Superannuation/Pensions and More - Everything Expats Need to Know

  • 21 May 2020
  • 3:45 PM


Join us for a live Webinar on May 21st, 2020 - 3.45pm - 5.15pm.

The event will include 15 minutes of networking among attendees with the panel-only in view commencing at 4pm.  During the panel, you will be able to ask direct questions to our panelists using the chat feature on Zoom, and following the event, we will open up the screen to all attendees to mix and mingle.

If you have specific questions for panelists in advance or would like an introduction to one of the panelists directly, please email Jo Healey at  

To register, please visit the Eventbrite Page.  The event is complimentary and you will receive  your Zoom link to attend upon completion of registration.


Whether you are a new British or Australian expat to the Bay Area or have been here a while, there are things you need to know to ensure success around your immigration and international tax status and your current and future finances. 

Navigating the US immigration laws (especially these days!), understanding the taxation system,
establishing your credit history, and oh, what to do with those UK Pensions and Australian Superannuation funds that you left behind? While these issues may seem separate, your decisions about one issue, may negatively, or positively, impact one of the other areas.

Join us for a live Webinar on May 21st, 2020 - 3.45pm - 5.15pm. This is your chance to get your questions answered from our panel of experts.

Some of the questions you will have answered:


  • Now that I'm here, how quickly can I get a Green Card?
  • How difficult is it to change employers?
  • Do I have anything to fear from the Trump Administration on the immigration/Visa front?
  • Do I have to declare my worldwide assets and/or worldwide income when I file my tax return?
  • I will only stay in the US for a short period of time; can I claim some tax back when I leave?
  • I want to transfer some money from Europe to my US bank account; do I have to declare something?
  • How do I obtain a good credit score?
  • Why is a good credit score important and what should I know that will negatively impact it?


  • Can I transfer a UK pension plan to the United States?
  • What can I do with my UK Pension now I have moved?
  • What are the new UK pension flexibilities introduced in 2015 and dow do they affect me?
  • What is the UK's Lifetime Allowance Tax?
  • Is income earned in a UK Pension or Superannuation Fund Tax-Deferred while in the US?
  • What US Tax disclosures are required for UK Pensions or Australian Superannuation Funds annually? 


Jason Kumpf, OFX
Director of Partnerships

Jason is an international growth consultant and advisor, with over fourteen years of successful experience in management consulting, business development, finance, advising, sales and marketing. With experience in Global Fortune 100 and start ups, he has led a diverse set of important initiatives resulting in hundreds of millions of dollars in revenues and transactions.

From investment advising in Europe, to project management of global IT projects, to marketing for national US consumer electronics companies, to business development for California start up technology companies, to sales for New York real estate firms and consulting for private equity, investment banking & technology firms. Jason has a diverse but in-depth back ground. He was a key team member of the once junior company assisting it to quickly grow to over a billion dollars in revenue, an early team member of the then idea phase technology company helping it become worth over $40 million and has additionally started, advised, turned around, managed & consulted to numerous companies.

Jason is passionate about technology entrepreneurship and has been involved in numerous start-up ventures. As an entrepreneur he has been actively involved in social media & online networks for over five years and sees the both the mass consumer and niche networking of humanity as a growing market.

Alejandra Zapatero, Erickson Immigration
Director Attorney, Client Relations

Alejandra Zapatero is a Managing Attorney with Erickson Immigration
Group. Alejandra has been practicing immigration law for 10+ years in Virginia, Washington D.C., and California. Her practice focuses on corporate immigration working with large, medium, small, and startup companies in filing employment-based petitions for foreign workers seeking temporary and permanent employment in the U.S. Her experience includes immigrant and non-immigrant visa petitions. Alejandra advises employers from startups to Fortune 500 companies on establishing and refining immigration programs including strategies for hiring, compliance, and complex immigration matters resulting from corporate restructuring including mergers, acquisitions, and reductions-in-force.

Alejandra is a frequent speaker on immigration issues and has presented at various conferences and events including Worldwide ERC, Bay Area Mobility Management,, Global HR Business News, and the Council for Global Immigration.

Alejandra earned her Bachelor of Arts degree in English from the College of William & Mary in 2006 where she was the recipient of a 4-year academic merit scholarship. She earned her Juris Doctor degree from The University of Richmond School of Law in 2010. Alejandra is admitted to the Virginia State Bar and is a member of the American Immigration Lawyers Association, the National Association of Women Lawyers, the British American Business Council, the Virginia State Bar Association, and the Hispanic Bar Association. Alejandra also serves on the Bay Area Mobility Management Board of Directors. Alejandra has a native fluency in Spanish.


Emma Cockerton, Florin Pensions LLC
Co-Founder and CEO

Emma Cockerton is co-founder and CEO of Florin Pensions LLC, a US based investment advisory firm specialising in advising expatriates on UK pension transfers. With only British expatriate advisers working at Florin, Florin is well placed to help its clients make sense of their UK pensions and provide local advice on how to manage them before and during retirement.

Florin is headquartered in San Francisco, but has advisers also located in New York and Florida. Prior to Florin, Emma worked in London as an Executive Director in the risk management function of GE Capital EMEA. She started her career as an UK attorney/solicitor working as a Senior Associate with Ashurst LLP, a multinational law firm based in London.


June Tan, Bank of the West
VP, Senior International Development Officer

June Tan focuses on assisting international clients that are relocated to the United States with their banking needs. Her international banking expertise and desire to provide exceptional customer service build solutions that address client's challenges and opportunities here in the US. If you have questions or would like further information on banking in the US, please feel free to contact June.

+1 415 471 9234



Anthony Amodei, Spott Lucey & Wall
Tax Manager

Anthony Amodei is a Tax Manager at Spott, Lucey & Wall, Inc. CPAs in San Francisco, California. Since 2012, Anthony's work has focused on accounting and tax compliance services for individuals and businesses with international complexities.  

Anthony is a certified public accountant and holds a Bachelor of Science degree in Accounting from Marquette University, a Master of Science in Accounting degree from Marquette University, and is currently completing a Master of Science in Taxation from Golden Gate University. Anthony is an active member of the California Society of Certified Public Accountants, and regularly attends various international business events around the Bay Area.







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