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 from Kruse Tax & Law, Kinga M Weiss and Stephen Neidhart from Walder Wyss Attorneys-at-law, Kyle McMillin, an independent financial advisor, and our own Tax Director, Patrick Hoza, in Zurich.

The venue, booked out to the last chair, consisted of lawyers, accountants, financial advisors, wealth managers, private individuals and tax professionals.

Our founder and CEO, Darlene Hart, opened the evening by welcoming attendees and introducing the speakers.  The audience quickly formed the impression of change in the tax world while speakers kept the complex topics easy to understand and supplied  everyone with a competent overview.

Patrick Hoza took the floor with US Tax & Financial’s “Update of New Legislation,” which was much-appreciated and could have been a seminar of its own.

Philiip Kruse had a rather interactive session with a lot of detail, and many questions, on current Swiss affairs. During the networking event he was in constant demand to explain the facts that he mentioned during his presentation.

Kinga Weiss and Stephen Neidhardt presented individually on tax and estate planning, and could have easily held the audience for longer. Both were busy answering queries during the networking as well.

Kyle McMillin had the ungrateful task to engage an audience still tuned in to Weiss and Neidhardt and to elaborate onto the benefit of US Life insurance for expats living in Switzerland – which he did. He, too, was met with a barrage of questions during networking.

During the networking session lively conversations and debates started at various corners across the room and people were busy comparing notes while apéro riche refreshed participants and speakers alike. The evening went on for a couple of hours with requests for an encore.

If you would like to know about our next event, please subscribe to our newsletter.  If you require tax advice, contact us for help.

About the venue:
*The American Women’s Club Zurich was founded in 1931 and is a non-profit volunteer run organisation what generously hosted our event in their upstairs conference room and adjoining hall. If you would like to find out more about their organisation, their offers for expats and their affiliation to FAWCO, please visit them at www.awczurich.org