U.S. / Irish cross border pension taxation 2025-Nov-27

Thanksgiving Insights: Cross-Border Pensions, PFIC Risks, and Ireland’s New Auto-Enrolment Regime

Join Sey Tax Group this Thanksgiving for a practical seminar on pensions, PFICs, and cross-border tax challenges — with seasonal reception to follow.

• 📅 Thursday, 27th November 2025. 🕑 9:00 AM (GMT)
• In-Person: Dublin (venue details to follow)
• Online: MS Teams (link provided on registration)

Replay – Now Available Click Here

This Thanksgiving, Sey Tax Group invites you to a special event on pensions and international tax challenges.

With Ireland’s new auto-enrolment pension scheme launching, individuals and organisations need to prepare for significant changes. The picture is even more complex for those with US, Irish, and cross-border exposure, where pensions may fall into punitive US tax treatment as

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, he offers an unparalleled perspective at the intersection of law, tax, and business strategy.

Who should attend:

• Taxpayers & individuals with Irish/U.S. pension exposure
• Employers preparing for auto-enrolment
• Pension providers seeking clarity
• Practitioners (tax, legal, accountancy)
• Media & policy observers

Agenda

• Auto-Enrolment in Ireland for U.S. citizens and taxpayers
• Cross-Border Pension Pitfalls: Issues for U.S.-connected individuals & organisations
• PFIC Risk: How US tax law may treat non-U.S. pensions
• Compliance & Solutions: Structuring to be PFIC-compliant
• Sey Tax Group Support Services: online tools and advice
• Q&A + Networking Reception

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 across B2C (individuals), B2B (businesses), B2P (practitioners), and private clients (HNIs with complex needs).

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.