Anya Berezow from Dunhill Financial and Adrian Leeds discuss tax harvesting matters for France-based Expats

Topics covered include:

- IRA/Roth IRA Contributions

- Roth IRA Conversions

- Required Minimum Distributions

- Tax Harvesting

- Charitable Contributions

- Adjusting budgets for inflation

- Insurance Review

- Employee benefits review

- Planning for your children’s education

+ many more planning topics to consider in preparation for 2023

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Anya Berezow is a Certified Financial Planner™ at Dunhill Financial with over a decade of experience in the investment/banking industry. As an American Expatriate herself, she enjoys assisting other Americans who made their home outside of the US.

Anya’s goal is to simplify the financial planning process while addressing all aspects of investments, tax planning, risk management, retirement, and estate planning.

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Adrian Leeds speaks at conferences and seminars in both the U.S. and France on a variety of related topics to living and investing in France.

Her site adrianleeds.com provides a wealth of information for Francophiles as well as reservations and booking services of luxury apartments for a select group of property owners in Paris and Nice. She is the author and editor of the Parler Paris and Parler Nice Nouvellettres®.

Find out more and get in touch with us at:

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#expat #expatsinfrance #financialplanning #france #taxharvesting #tax #iras

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