SWISS AND US ESTATE PLANNING WEBINAR – MAY 24
24 May 2022
USTAXFS and the American International Club of Zurich invite you to join our free Swiss and US Estate Planning webinar on May 24th.
TOPICS FOR DISCUSSION
- Creating a will: Swiss and US considerations
- Durable powers of attorney: Why it matters
- Using trusts while living in Switzerland
- US estate tax and Swiss inheritance tax considerations
- Planning and getting life insurance
GREGORY DEAN, Director, US Tax & Financial Services Sarl
TAS MEGHANI, International Tax Director – Trusts, US Tax & Financial Services
DR. RUTH BLOCH-RIEMER, Partner, Baer & Karrer
DR. DANIEL LEU, Partner, Baer & Karrer
KYLE MCMILLIN, Wealth Manager, Alchemy Financial Group
JEFFREY HAINDL, EC Member of the AICZ
The panel will explore case studies to provide practical examples as a point of discussion.
Location: Virtual (Login provided after registration.)
Date: Tuesday, May 24
Time: 17:30 – 19:30 CET
There will be a Q&A session afterwards. Email specific questions in advance to email@example.com.
Did you Know?
Fact SevenThanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
Fact SixThe IRS is actively looking for non compliant US persons.
Fact FiveIt takes an average of 16 hours to do IRS Form 1040.
Fact FourThere are over 500 IRS tax forms.
Fact ThreeSince 1916, illegal income has been taxable.
Fact TwoUS persons must file tax returns no matter where they live and work.
Text One7 million Americans abroad
only 500,000 compliant