US – Swiss: Cross Border Financial Planning at swissnex
US – Swiss: Cross Border Financial Planning at swissnex
There is nothing more certain than having to pay your taxes. Anywhere around the globe filling a tax declaration is always a brain teaser. So when crossing borders, you better have someone to help you. As certified financial planner and Swiss-American national, Jonathan Lachowitz gave his best advices to all the Swiss, Swiss-Americans and Americans, willing to do their best to be in compliance with their tax declaration.
Beginning by raising awareness for essential money management, Mr. Lachowitz went through all the everyday issues you may be confronted with across the borders: from income taxation and what to include, FBAR and when to file, what to file, estate planning, gifting, expatriation, social security etc. He did not forget about the Green Card holders’ special status and also included general tips for American & Swiss expatriates. While Mr. Lachowitz covered these topics, the audience also included direct questions for their personal situation.
Following the presentation of Mr. Lachowitz, the guests discussed their personal concerns with him and other lawyers present for the occasion. The delicious Swiss treats and wine made the dry topic of taxes a bit easier and sweeter to digest.
