North American Expats in France Quarterly Financial Forum—4th quarter 2025
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Join us for the 4th Quarter North American Expat Financial Forum of 2025
Topic: Talking About Inheritance Tax Before You Die!
A One-Hour Webinar Every Quarter 2025—A New Topic Each Quarter (Scroll to see all dates below.)
Join Dunhill Financial and the Adrian Leeds Group each quarter for our Financial Forum, where we explore key financial topics for expatriates with expert insights from Brian Dunhill, Adrian Leeds, and special guest speakers.
Inheritance and estate planning are often delayed conversations, but for expats, they’re especially important. In this Financial Forum we’ll be joined by Jonathan Hadida from Hadida Tax Advisors, a cross-border estate planning expert who works with American clients navigating inheritance rules across jurisdictions.
Jonathan will share insights on how to approach planning proactively, avoid common pitfalls, and think strategically about passing on wealth in an international context.
Jonathan Hadida specializes in U.S. tax compliance and advisory services for expatriates. With deep expertise in cross-border taxation, he helps clients navigate complex U.S. tax obligations, ensuring compliance while optimizing tax strategies for Americans living abroad.
Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions and retirement planning for expatriates. His past roles at UBS, Lehman Brothers, and A.G. Edwards have provided him with extensive experience in financial analysis, compliance, and advisory services.
Adrian Leeds is a French property expert and consultant, renowned for her insights on living and investing in France. She speaks at conferences and seminars in both the U.S. and France and has been publishing her “Nouvellettres®” since 1998, providing invaluable information on the French property market and expatriate life.
Mark the dates in your calendar now. It’s FREE and INFORMATIVE.
The times are 7 p.m. France CET/CEST | 11 a.m. PST/PDT | 2 p.m. EST/EDT
Click on each date below to register for the next webinar:
- Q1: Wednesday, March 26, 2025 – TOPIC: The U.S.-France Tax Treaty
- Q2: Wednesday, June 18, 2025 – TOPIC: The Financial Aspects of Purchasing French Real Estate
- Q3: Wednesday, September 24, 2025 – TOPIC: The Pros and Cons of Renting vs Purchasing
- Q4: Wednesday, December 10, 2025 – TOPIC: Talking About Inheritance Tax Before You Die!
After registering, you will receive a confirmation email containing information about joining the meeting.
Did you miss it? Watch the replay!
- Q1: Wednesday, March 26, 2025 – The U.S.-France Tax Treaty: Watch the replay here.
- Q2: Wednesday, June 18, 2025 – The Financial Aspects of Purchasing French Real Estate: Watch the replay here.
- Q3: – Wednesday, September 24, 2025- The Pros and Cons of Renting vs Purchasing: Watch the replay here.
- Q4: – Wednesday, December 10, 2025 – Talking About Inheritance Tax Before You Die!: Watch the replay here.
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