TOWN HALL EVENING GENEVA

Taxation and Tax Planning for Americans in Switzerland after the Passing

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

Estate & Financial Planning for US Taxpayers in Switzerland

Tuesday, 30 April 2019

18:30 to 21:30 – Doors open at 18:00

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.  Click here to register.  
2. Donation at the door is CHF 35 per person
3. For further information please contact: julie.sanford@americansabroad.org

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

KEY TOPICS:

1. What is ACA and how the organization represents and helps Americans overseas
2. Taxation of Americans Abroad: Legislative Changes Brewing In Congress
3. The latest news from ACA’s advocacy work in Washington D.C.
4. What’s new for individual US taxpayers in 2019; Impacts of the Tax Cuts and Jobs Act of 2017
5. Estate Planning Challenges for Americans in Switzerland: What to do with that Rev Liv Trust?
6. Tax Planning & Financial planning for Americans living in Switzerland / Overseas
7. Considerations for Starting a Company overseas for US Taxpayers
8. Over an hour of Q & A time

SPEAKERS:

Kenneth Freshman - CPA

Ken is a US based tax advisor who heads up the Global Tax Services Group at KLR in Boston. He is a CPA/attorney with an LL.M. degree in taxation from Boston University. He works with numerous US expats including many based in Switzerland.

Matthew Berlin

Matthew is a Trust and Estates attorney specialized in working with Overseas Americans. Mathew is a partner at Rubin and Rudman LLP and he regularly visits Switzerland for work.

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.