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Author Archives: Joni Trulock

Calling IFAs: What you need to know about US connected clients

There is an estimated $1 trillion in cash held by over 10 million US persons living outside of the United States. Since the implementation of FATCA, providing investment solutions for US expats has been increasingly problematic. In addition, even if funds like UCITs will accept US connected investors, they are being treated as non-reporting PFICs […]

Startups and Scaleups: Going to the US

Startups and Scaleups: Is America Calling? This past week, we had the opportunity to meet startups and scaleups in Newcastle and Edinburgh. We chatted with fantastic entrepreneurs on how to grow your business in the US.  With its large consumer market, world-class talent network and large pool of capital, the US remains one of the most […]

Darlene Hart Featured in CIFA Video

Another successful partnership for USTAXFS – This time with CIFA, the Convention of Independent Financial Advisors (a non-profit organisation), and our CEO Darlene Hart at their XIVth International CIFA Forum in Monaco. The topic of this year’s conference was Excessive regulation: Is it really intended to guarantee entrepreneurial freedom and property? A journalist at the event spoke with Darlene on the importance […]

America’s Hottest Tech Hubs: Join Us at London Tech Week

Please note: Some links have been disabled as this event has passed. London Technology Week is one of the highlights in the global technology innovation calendar bringing together start ups, investors, innovators, pitches, trade organisations, government support initiatives, embassies and service providers. We are proud to actively support the start-up community in London and throughout Europe. […]

US Tax & Financial’s Sitara Zafar Mentors Entrepreneurs at ICE

US Tax & Financial Services are continually striving to offer emerging companies tax advice on doing business in the USA.  This week Corporate Tax Manager, Sitara Zafar, joins the International Conclave of Entrepreneurs at Runway East to mentor member businesses on US expansion. Sitara once again joins Dan Glazer from Fried Frank Tech and Gus Franklyn-Bute from […]

US/Swiss Tax Seminar Success

What is the news on the US tax front? How does it intertwine with current Swiss legislation? How are clients affected and how can we best assist? Further to our post in December about our 2016 US/Swiss Tax and Estate Planning Seminar, these and other questions were discussed by leading industry professionals as Philip Kruse […]

We are holding a US/Swiss Tax Update & Estate Planning Seminar, 27 January 2016

Please note: Some links below have been disabled as the event has now passed. We are pleased to announce our US/Swiss Tax Update & Estate Planning Seminar on the 27th January 2016 at the American Women’s Club in Zurich. Our Zurich Tax Director, Patrick Hoza, along with Kinga M. Weiss and Stephen Neidhardt of Walder Wyss, Philipp Kruse of Kruse Tax & Law and Kyle […]

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