Log in


  • May 16, 2018
  • 6:30 PM - 9:30 PM (CEST)
  • Webster University, 15, route de Collex, 1293 Bellevue, Switzerland


  • Registration fees are non-refundable.

Registration is closed


Taxation and Tax Planning for Americans in Switzerland after the Passing

of the Tax Cuts and Jobs Act of 2017. Focusing on ACA’s efforts in Washington,

Tax Planning for Individuals and Small Business Planning & Impact


On-line Registration is preferred:

  1. Please register in advance – No Charge for ACA Members who register in advance, US $30 per person online registration for non-members. 
  2. Donation at the door is CHF 35 per person for anyone who has not registered
  3. For further information please contact:

Limited non-reserved seating.  

Please register as soon as possible.


The ACA Global Foundation (“ACAGF”) is the sister organization of American Citizens Abroad, Inc. (“ACA”), which supports education and research on issues affecting Americans abroad.

Disclaimer: ACAGF and ACA are not responsible for any advice given at this event



  1. What is ACA and how the organization represents and helps Americans overseas

  2. What’s new for individual US taxpayers in 2018; the Tax Cuts and Jobs Act of 2017

  3. Tax Planning & Financial planning for Americans living in Switzerland / Overseas

  4. Considerations for Starting a Company overseas for US Taxpayers

  5. What’s new for US Taxpayers who are > 10% Shareholders in Small Businesses overseas; Deemed Repatriation Tax, Global Intangible Low-Taxed Income (GILTI), where to get help

  6. Over an hour of Q & A time




Margaret Conklin: 

White Lighthouse Investment Management: 


Francheska Pimentel– CPA

Francheska is a manager in the Global Tax Services group at KLR currently serving U.S. expats living in Switzerland as well as individual business owners.  Previously, she was with Deloitte Tax LLP working in various offices around the world in mobility services. Francheska has a Masters degree in accounting, is fluent in Spanish and advanced in French.

Marina Hernandez – CFP®, EA

Marina is a Certified Financial Planner professional and an Enrolled Agent specialized in Cross-Border planning for Individuals and Small Business Owners.

Jonathan Lachowitz – CFP®

Jonathan is a Board Member of ACA; Certified Financial Planner in the US and Switzerland and owner of White Lighthouse Investment Management in Lausanne and Lexington, MA. Jonathan has written extensively on personal finance for the Wall Street Journal.


© 2023 American Citizens Abroad Global Foundation. All rights reserved.

2001 L Street, NW, Suite 500

Washington, DC 20036

Powered by Wild Apricot Membership Software