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A practical article explaining the DA-1 and how you can avoid double taxation on foreign (to Switzerland) taxes withheld. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54738927e4b0ec2675529a1e/e1e0de92-a240-47fc-9801-b92e341bddf1/Screenshot+2024-06-03+at+4.23.01%E2%80%AFPM.png Articles - Should I be filing a DA-1 to save on taxes in Switzerland? A practical article explaining the DA-1 and how you can avoid double taxation on foreign (to Switzerland) taxes withheld. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54738927e4b0ec2675529a1e/d7264261-e698-4dcc-a195-e4d16221acfa/Picture4.png Articles - Should I be filing a DA-1 to save on taxes in Switzerland? A practical article explaining the DA-1 and how you can avoid double taxation on foreign (to Switzerland) taxes withheld. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54738927e4b0ec2675529a1e/ddb43275-05e8-4d18-b6b6-8c04b7af17e1/Picture5.png Articles - Should I be filing a DA-1 to save on taxes in Switzerland? 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Citizens Abroad (ACA). He will share the latest developments on Residence-Based Taxation and other advocacy efforts currently underway in Washington DC. Investments and Financial Planning for Americans in Switzerland To close the town hall, Jonathan will turn to wealth management. He will discuss key considerations for Americans living in Switzerland, including investment strategies, cross-border financial planning, and navigating the complexities of two tax systems. Jonathan is a CFP® Professional (Switzerland & USA), Financial Planner, Investment Manager & Founder of White Lighthouse Investment Management. Jonathan and his White Lighthouse team work with several hundred Americans and mixed-nationality families in Switzerland for their investment management and financial planning needs. He is also the Chairman of American Citizens Abroad. Learn more about Jonathan https://images.squarespace-cdn.com/content/v1/54738927e4b0ec2675529a1e/1691411110600-ULUC4Y3Y67GQWVFPK3DZ/image.jpg Events Speaker Gallery - Jonathan Lachowitz Town Hall Update from ACA Jonathan will open the town hall with an update from American Citizens Abroad (ACA). He will share the latest developments on Residence-Based Taxation and other advocacy efforts currently underway in Washington DC. Investments and Financial Planning for Americans in Switzerland To close the town hall, Jonathan will turn to wealth management. He will discuss key considerations for Americans living in Switzerland, including investment strategies, cross-border financial planning, and navigating the complexities of two tax systems. Jonathan is a CFP® Professional (Switzerland & USA), Financial Planner, Investment Manager & Founder of White Lighthouse Investment Management. Jonathan and his White Lighthouse team work with several hundred Americans and mixed-nationality families in Switzerland for their investment management and financial planning needs. He is also the Chairman of American Citizens Abroad. Learn more about Jonathan https://images.squarespace-cdn.com/content/v1/54738927e4b0ec2675529a1e/1757103561040-020D9FVB56UPW4OSNM6H/berlin-matthew.jpg Events Speaker Gallery - Kristen Howze, CFP®, EA Critical Tax Mistakes US Expats Make in Switzerland Drawing from real-world cases, Kristen will highlight costly—but often avoidable—errors she encounters regularly, including: – Pillar 2 Pitfalls: U.S. tax basis, employer contributions, accrued income, “rollovers,” vested benefits, buybacks, and even using Pillar 2 funds for home purchases. – Home Ownership Surprises: The clash between U.S. and Swiss tax rules on deductions and capital gains. – DIY Tax Traps: Frequent filing missteps that can lead to problems or overlooked opportunities. – Investment Complications: How popular investment choices may create unexpected U.S. tax headaches. – Cross-Border Business & Equity Challenges: The added complexity of owning a foreign corporation or receiving equity compensation. Kristen is an Enrolled Agent and CERTIFIED FINANCIAL PLANNER™ professional with expertise in U.S. tax and cross-border financial planning. After living in nine different U.S. states and then spending eight years in the Netherlands, she and her family now call Chardonne, Switzerland home. Kristen is the Director of KLR’s Lausanne office. https://images.squarespace-cdn.com/content/v1/54738927e4b0ec2675529a1e/1691414299137-F1GHUTGUOOF1YG5ZZCAZ/berlin-matthew.jpg Events Speaker Gallery - Matthew Berlin Partner, Rubin and Rudman LLP Matthew is a trusted advisor to individuals, families, and family-controlled entities in the US and abroad, guiding them through the complexities of estate planning, trust administration, and related tax matters. With a particular focus on FATCA compliance and offshore informational reports, Matthew helps clients in Switzerland navigate cross-border issues while preserving wealth and ensuring long-term family and business continuity. Matthew’s practice encompasses the full spectrum of sophisticated planning techniques, including buy-sell agreements, irrevocable life insurance trusts, intentionally defective grantor trusts, installment sales, charitable lead and remainder trusts, Walton GRATs, and Qualified Personal Residence Trusts. He works closely with clients to implement strategies that minimize transfer tax exposure and protect family assets across generations. Learn more about Matthew https://images.squarespace-cdn.com/content/v1/54738927e4b0ec2675529a1e/1691410229651-L4LKWFPM0LRUIMM06KGR/image-asset.jpeg Events Speaker Gallery - Marylouise Serrato Executive Director, American Citizens Abroad (ACA) Marylouise will provide latest updates on ACA's advocacy efforts up on Capitol Hill, explain the ACA-PAC and how this will help with advocacy efforts and general updates on the organization. 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Vladau Partner, Bonnard Lawson Anna will speak about Swiss tax and estate planning for Americans living in Switzerland. 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