Stay ahead of upcoming tax changes with this essential update for US expats. This session provides a deep dive into filing your 2024 US tax return while preparing for proposed updates in 2025 and beyond. Topics include tax obligations for Americans living abroad, financial planning considerations, and actionable strategies to minimize liabilities and optimize cross-border finances. Don't miss this opportunity to ensure you’re informed and prepared for the evolving tax landscape.
Cost: CHF 20 Members/CHF 35 Non-Members.
Registration/Cancellation Deadline: March 25, 2025.
AWCZ Cancellation and No Show Policy:
For cost-based Events and Activities, the participant/s will be billed for the Event/Activity unless they have cancelled before the cancellation deadline. 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 Karyn for further information.
Arielle Tucker, CFP® & Enrolled Agent
Arielle has spent over a decade working on personal tax and financial planning issues for clients who, like her, live and work in Europe. She founded Connected Financial Planning to empower professionals and 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.
In addition to her work with Connected Financial Planning, Arielle is also the co-host of Passport to Wealth, a podcast and education platform designed to serve US expats around the globe. Through this platform, she provides valuable insights and resources to those navigating the unique challenges of building wealth and managing finances while living abroad.
Through years of education and industry experience, Arielle has in-depth expertise in the cross-border space, specifically in tax planning, cash flow management, and retirement/life planning. She is both a CERTIFIED FINANCIAL PLANNER ™ and an Enrolled Agent, admitted to practice before the IRS. Arielle is also a member of NAPFA and XY Planning Network, organizations that support and promote financial advisors who serve clients on a fee-only basis.
While Arielle primarily serves clients virtually, in-person meetings may be available upon request.
Arielle has spent over a decade working on personal tax and financial planning issues for clients who, like her, live and work in Europe. She founded Connected Financial Planning to empower professionals and 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.
In addition to her work with Connected Financial Planning, Arielle is also the co-host of Passport to Wealth, a podcast and education platform designed to serve US expats around the globe. Through this platform, she provides valuable insights and resources to those navigating the unique challenges of building wealth and managing finances while living abroad.
Through years of education and industry experience, Arielle has in-depth expertise in the cross-border space, specifically in tax planning, cash flow management, and retirement/life planning. She is both a CERTIFIED FINANCIAL PLANNER ™ and an Enrolled Agent, admitted to practice before the IRS. Arielle is also a member of NAPFA and XY Planning Network, organizations that support and promote financial advisors who serve clients on a fee-only basis.
While Arielle primarily serves clients virtually, in-person meetings may be available upon request.
You can pay online by Bank Transfer, Twint, or PayPal*.
- If you prefer to pay 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, THE NAME OF THE WORKSHOP, and THE REGISTRATION NUMBER with your payment. This is the only way your payment can be identified.
- If you'd like to pay by TWINT, click here and add the amount: CHF 20.8 for members and CHF 36.4 for non-members.
- *When you click “pay online," you will be redirected to PayPal.
Kindly note, when using PayPal & Twint for payment, a minimal additional fee of 4% is applied to cover the Club's costs incurred by using TWINT and PayPal.
Members will pay a total of CHF 20.8, while non-members will pay CHF 36.40 when the payment is made via Twint or PayPal.
