U.S. / Ireland Tax Update 2026-Nov-27

Thanksgiving Insights: Cross-Border Retirement, Investment, and Estates
for Individuals and Families

Sey Tax Group, a U.S / Ireland tax specialist with offices in Dublin and New York, invites you to attend our complementary U.S.–Ireland Client Tax Update.
This event is for U.S. taxpayers (citizens and green card holders) in Ireland, and Irish taxpayers with investments, income, assets in the U.S., and their families, and advisors.
Financial advisors, tax professionals, and legal advisors with U.S. clients or clients with U.S. assets/income will find this event useful identifying potential issues for their cleints.

• 📅 Friday, 27th November 2026. 🕑 10:00 AM (GMT)
• In-Person: Conrad Hotel, Dublin 2
• Online: MS Teams

Led by Stephen Casey, Principal of Sey Tax Group, this session will bring clarity and practical solutions. As an attorney (New York, U.S. Tax Court) and accountant (CPA, CTA) and splitting his time between Dublin and New York with three decades of cross-border tax and financial leadership experience.

Register using the button below, also we’d appreciate if you’d take 1 minute to complete our 2026 Fall research survey (5 questions only)

Who should attend:

• Taxpayers & individuals with Irish/U.S. tax requirements.
• Financial advisors.
• Practitioners (tax, legal, accountancy).
• Also of interest to Media.

Agenda

Moderator    Joe Lynam Newstalk

10am               Morning Sessions

Opening and Review

Topic 1:           Accessing U.S. Social Security Benefits  (break refreshment to follow Topic 1)

Topic 2:           Budget 2027 Investment Accounts

12 noon           Light lunch for attendees

2pm                 Afternoon Sessions

Topic 3:           US / Ireland Estates and Planning                 

(break and refreshment to follow Topic 3)

Topic 4:           What to do if your Irish pension is a PFIC

4pm                 Networking / drinks

About the Host

Sey Tax Group is an international tax, accountancy, legal, and business consultancy firm with expertise in the U.S., Ireland, UK, and EU. We provide services to individuals, families, businesses, trusts, and estates.

Our mission is to help clients navigate the complexities of cross-border tax with confidence.

⚖️ This seminar is for educational purposes only and does not constitute legal or tax advice. Advice is available upon request under applicable professional rules.