WSJ | December 2014
Ask an Expert: 6-1/2 Expat Tips for Protecting Your Credit Rating
“If you are an expat and there’s a chance you will return to the US, here are some tips for securing your credit rating.”
WSJ | December 2014
Mutual Fund Restrictions For Overseas Americans
“In a move that is certain to make investing more challenging, buying US based mutual funds has now also come under attack.”
2014
Update Your Swiss Estate Planning - New Laws on Decision Making During Incapacity
“Most people are familiar with the primary component of Estate planning as having a will prepared to control the disposition of their wealth upon death with more advanced and detailed planning including various types of Trusts or other legal structures. However, wills only apply in case of death; but what happens if someone becomes temporarily or permanently incapacitated?”
2013
FATCA Implications for Switzerland - English (Original Version)
“While the FATCA IGA Model 2 agreement signed on February 13th between Switzerland and the United States is a very positive step forward for both countries in the fight against tax evasion, the 544 pages of complexity released by the US Treasury and the IRS on January 17th [Following the 388 pages released February 8, 2012] has some very clear winners and losers…”
February 2013
FATCA Implications for Switzerland - French 3 Parts: Feb-Mar 2013
“L’accord FATCA IGA selon le modèle 2 entre la Suisse et les Etats-Unis signé le 13 février représente une avancée très positive pour les deux pays dans leur lutte contre l’évasion fiscale. Mais le document complexe de 544 pages publié le 17 janvier par le Trésor des Etats-Unis et l’IRS, faisant suite aux 388 pages du 8 février 2012, fait certains gagnants et perdants très clairs.”
L’Agefi | February 2013
US Individual Retirement Accounts for Overseas Americans (in Switzerland)
“Individual Retirement Accounts for US tax payers; whether they live in the United States or abroad (eg Switzerland) can play an important role in helping individuals prepare for their retirement.”
January 2013
Post Financial Cliff Tax Planning for Overseas Americans
“The Financial Crises and its aftermath have been tough enough for households to navigate but being an overseas American is a burden that your friends and family back in the US just don’t seem to understand; and now you have heard of FATCA and the Fiscal Cliff you wonder could it possibly get worse?”
January 2013
Tips for Swiss Expatriates in the United States
“A number of issues such as social security, savings & investing or the banking system should be considered carefully before moving to the United States. ”
May 2011
Can the Obama Administration Make Things Even Worse for Overseas Americans and the Swiss?
“…tax filing and just trying to do the right thing in the eyes of the URS are about to get a whole lot more difficult when it comes to complying with the US tax code, if the Obama Administration has its way.”
February 2010
Beware the Devil's Choice Giving Up US Citizenship
“The increased aggressiveness of the IRS towards U.S. persons holding financial accounts outside the U.S., including many Americans living overseas, seems to be highly correlated with the increased waiting time for Americans trying to renounce their U.S. citizenship at the Embassy in Bern, Switzerland.”
December 2009
Non US Swiss Residents - Cash In Your US Retirement Account
“If you are a Swiss resident, a non US Person (Not a US Citizen or Permanent Green Card Holder) and you have a retirement account (E.g. Traditional IRA, SEPIRA, 401k, 403b) in the United States, now may be the right time to cash in your US based retirement plan; even or especially if you are no where near age 65.”
L’Agefi | Page 2 | October 2009
Practical Guide for US Expats - French
“Qu’il s’agisse de mariage transatlantique, de l’usage de sa carte de crédit, de l’idée d’investir dans un 3e pilier, du rachat d’un 2epilier ou d’une donation, le microcosme des expatriés américains en Suisse a un besoin accru d’informations vérifiées concernant les situations complexes dans lesquelles ils se trouvent”
L’Agefi | October 2009
Tips for American Expatriates - English
“I want clients to get an education by working with me, something they can use when working with other professionals.”
L’Agefi | Page 8 | October 2009