Do you feel overwhelmed with organizing your tax documents for your Swiss and US tax filing obligations?
Join us for an insightful conversation with US and Swiss tax experts as we unravel the complexities of dual taxation and equip you with practical tips to get organized. We will delve into the key aspects of tax compliance, offering practical advice on organizing your financial records, understanding cross-border tax implications, and maximizing available deductions. Whether you're a US expatriate living in Switzerland, a Swiss resident with US income, or someone with financial ties to both countries, this presentation is tailored to address your unique tax challenges.
Cost: 25 CHF Members/35 CHF Non-Members.
Registration/Cancellation deadline: January 26, 2024
AWCZ Cancellation and No Show Policy:
AWCZ Cancellation and No Show Policy: For those cost-based Events and Activities, the participant/s will be billed for the Event/Activity unless she/he has cancelled before the cancellation deadline in writing or per e-mail. For free Events and Activities, as we need an accurate head count for the caterers, the cancellation deadline should be honored. Thank you for your understanding.
Contact Lisa for further information.
Arielle Tucker is a Certified Financial Planner™ and Enrolled Agent. She has spent over a decade living and working in Switzerland and Germany on US tax and financial planning issues for US expats and their families. Arielle founded Connected Financial Planning to empower professionals and their families to build a life that reflects their core values while building a stable financial future. She believes that financial education is the cornerstone of every client relationship. As a CFP® , Arielle is held to the fiduciary standard and runs a transparent fee-only practice (no product sales or commissions). She lives in the Zurich area with her husband and two children.
Timothy Müller, an Attorney at Law with Staiger Law in Zurich, specializes in Swiss and international tax law, focusing on tax law, succession planning of companies, the relocation of private individuals to Switzerland with complex asset structures, and estate planning. His expertise extends to the Automatic Exchange of Information, inheritance law, trust, and foundation law, as well as immigration and residence law. Beyond his legal practice, Timothy serves as a Board member of a charitable organization and is the founder of an SME. His offers his clients a comprehensive approach to tax and legal counsel.
You can pay online by PayPal* or by Wire Transfer.
If you prefer by bank transfer, please find the account details below:
Payment to: Account Name:
UBS AG American Women’s Club of Zurich
Bahnhofstrasse 45 Höschgasse 38
8001 Zürich 8008 Zürich
IBAN: CH44 0020 6206 2209 7740 X
Please be sure to include your NAME, NAME OF THE WORKSHOP and THE REGISTRATION NUMBER with your payment. This is the only way your payment can be identified.
*When you click “pay online", you will be redirected to PayPal. Kindly note, when using PayPal for payment, a minimal additional fee of 4% is applied to cover the Club's incurred costs from PayPal. Members will pay a total of 26.00 CHF, while non-members will pay 36.40 CHF.
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