Home | Events | USTAXFS/PCD Webinar on Pensions

USTAXFS/PCD Webinar on Pensions

19 November 2020

USTAXFS and the Private Client Dining Club present the third of three in a US series of webinars. This trust structuringdiscussion on Pensions will be held on Tuesday, 19 November at 3pm UK time.

Topics we will cover:

  • Basic Law
  • Distributions
  • Contributions
  • Death
  • Investments
  • US/Swiss Treaty; US/UK Treaty and UK/Swiss Treaty

Our speakers:

Patrick Hoza – Patrick is the director of tax for US Tax & Financial Services Swiss offices.  He is an US Enrolled Agent since 1992 and has over 27 years of experience with US individual expatriate taxation, including High Net Worth Individuals, streamline/voluntary disclosure filings, and tax consulting. He has worked with large multinationals like Novartis, BP, Hewlett Packard, and General Electric. Patrick has extensive knowledge in serving both US expatriates and resident and non-resident aliens with their US tax-related issues.

Jonathan Lochery – Jonathan is a co-owner of IPM and was an original member of the team after they were founded in 1999. He studied Economics and Politics at the University of Leeds. After graduating in 1989 he started his career in pensions with several UK insurance companies providing technical sales solutions to the IFA market. In 1999 Jonathan joined Rea Brothers to promote their SIPP offering. This employment continued with IPM after the sale of the business where Jonathan was tasked solely with expanding the existing client base by developing relationships with financial advisers. Jonathan’s pension technical knowledge has been fundamental in building IPM into the company it is today. He also continues to chair IPM’s investment committee.

Julian Kläser –Julian has been a senior associate and tax expert at Meyerlustenberger Lachenal since 2019. His practice focuses on Swiss domestic and international tax law for individuals and corporates. He has particular experience in tax matters related to individual taxation also including high-net-worth individuals and all tax aspects of their private and business activities. Additionally, he advises clients on Swiss VAT and Swiss customs. Prior to joining Meyerlustenberger Lachenal he worked with another leading law firm in Zurich and was a research assistant at the Institute of Tax Law of the University of Berne. He has also in-house experience at international banks, consultancy firms, and within the publishing sector. Julian Kläser publishes and lectures regularly in the field of domestic and international taxation of corporates and individuals. He has been appointed as a lecturer in the professional development courses in federal tax law organized by the Swiss Federal Tax Administration and the University of Berne.

Michael Donev Esq. –   Michael is an attorney licensed in New York and Washington state, and currently serves as a financial adviser at Swiss Partners Advisors in Zurich. Before making the shift to the world of finance, Michael practiced in the US, France, Belgium, and Switzerland at law firms and intergovernmental organizations, and was in-house counsel for international corporations. He has developed expertise in international banking, cross-border transactions and data privacy. Michael is a published author and enjoys writing on international law and banking topics.

To register, contact tickets@pcd.club. If you have any questions, don’t hesitate to get in touch.

Did you Know?

  • Fact Seven

    Thanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
  • Fact Six

    The IRS is actively looking for non compliant US persons.
  • Fact Five

    It takes an average of 16 hours to do IRS Form 1040.
  • Fact Four

    There are over 500 IRS tax forms.
  • Fact Three

    Since 1916, illegal income has been taxable.
  • Fact Two

    US persons must file tax
    returns no matter where they live and work.
  • Text One

    7 million Americans abroad
    only 500,000 compliant

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