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Recent Events

ACA’s month of Town Hall Events in Italy, Switzerland and the UK. 

ACA’s management team was on a whirlwind tour of Europe and the UK hosting Town Hall Events in Rome, Basel, Zurich and London.

ACA’s events were intended to raise awareness and funds for RBT and educate the community on current topics of interest. 

   

Town Hall Rome, Italy, September 20th 2017

ACA began in Rome where on September 20th we hosted a Town Hall Evening at Hotel Domus in central Rome.  The event was well attended by the local American community, including representatives from the US Embassy who gave a short review of the US citizen services available from the US State Department. 

This presentation was followed by an ACA update on its advocacy work for RBT in Washington, DC.  Marylouise Serrato, Executive Director of ACA updated attendees on  ACA’s revenue estimating work with District Economics Group (DEG) and our door knocking up on the Hill with Congressional offices and the tax writing Committees.

Francesca Romana Rubino, an independent legal services professional and enrolled agent of the IRS then presented, “Top items every American taxpayer in Italy should know about.”  Francesca specializes in expatriate tax, social security, immigration and legal issues for foreigners in Italy and Italians abroad.  She handles preparation of Italian and US tax returns for individuals/expatriates. 

Francesca’s presentation covered a wealth of information on US tax filing obligations for Americans living overseas, as well as, Italian tax filing requirements.  Her presentation is available for members in the members-only section of the website. 

A Q&A session followed and the evening closed with traditional Roman “aperitivo” with snacks (more like a meal remember we were in Italy!) and drinks. This gave attendees an opportunity to speak directly with the presenters and mingle with other Americans living in Rome. 

 

London Fundraiser, September 22, 2017

On September 22nd ACA hosted a fundraiser at the Caledonian Club in central London. Charles Bruce, ACA Legal Counsel, Michael Larsen, ACA UK Chapter Chairman and ACA Board member, and Marylouise Serrato, ACA Executive Director, gave updates on its work in Washington, DC with Mr. Bruce providing insight into where ACA sees the current Administration and Congress heading on tax reform.  Both Mr. Bruce and Ms. Serrato spoke about ACA’s work on RBT and the revenue estimates and what a move to RBT might mean for individuals, investment advisers, asset managers and bankers. Mr. Larsen gave an update on ACA’s UK Chapter efforts and the UK Chapter’s work in supporting ACA efforts in Washington, DC.

Mr. Larsen gave an update on ACA’s UK Chapter efforts and the UK Chapter’s work in supporting ACA efforts in Washington, DC.

 

Town Hall Basel, Switzerland, September 26th 2017

On September 26th, ACA hosted a Town Hall Evening in Basel, Switzerland at the historic Zunftsall. Topics covered included IRS tax code developments in the new administration, financial and retirement challenges for US citizens abroad and last will and testament issues for US persons in Switzerland. 

The evening was kicked off with a cocktail hour hosted by sponsor Margaret Conklin where attendees to could mingle and meet the presenters. 

Presentations opened with ACA’s Executive Director Marylouise Serrato giving an update on its advocacy work for RBT in Washington, DC., updating attendees on ACA’s revenue estimating work with District Economics Group (DEG) and our door knocking up on the Hill with Congressional offices and the tax writing Committees.

Sponsors Anaford AG, Matthew Ledvina, CMS Switzerland, Tobias Somary, KLR, Francheska Pimentel and, White Lighthouse, Jonathan Lachowitz presented on current US tax filing requirements, estate planning and retirement planning.  Jonathan Lachowitz, presenter and ACA Board member moderated a lively follow-up Q&A.  The presentations and information was much appreciated by the 50+ crowd that attended. Presentation are available for members in the members-only section of the website.

 

Town Hall Zürich, Switzerland, September 27th 2017

On September 27th, ACA hosted its next Town Hall in Zurich Switzerland at the French Church Hall.  They same topics were covered as were presented at the Basel Town Hall the prior evening to a crowd of nearly 80 attendees. 

The Zurich Town Hall followed the same format as Basel with a presentation by ACA Executive Director Marylouise Serrato followed by topic presentations by Anaford AG, Milan Patel, CMS Switzerland, Tobias Somary, Margaret Conklin, Independent CPA and White Lighthouse, Jonathan Lachowitz.

ACA Board members Anne Hornung Soukup also presented on behalf of ACA, highlighting the long history of ACA’s work on Americans overseas issues.

Again, a lively Q&A closed out the evening with Jonathan Lachowitz moderating.  Presentation are available for members in the members-only section of the website. 

 

ACA thanks all the volunteers and sponsors who helped to make these events a success. 

For donations to ACA work on RBT please visit:  http://acaglobalfoundation.org/donate

 

Other Past Events 

North American Expat Financial Forum
ACA Town Hall Geneva May 17, 2017
ACA Participated in the 4th annual American Financial Forum hosted by the American Club of Brussels
Recap of December 1, 2016 Town Hall Evening London
November 16, 2016 ACA-Members/SDFCU educational webinar for Mexico and Canada residents
November 9, 2016: U.S. Presidential Election 2016 Breakfast
October 21, 2016: ACA-Members/SDFCU Webinar
November 8, 2016: American Election Night Celebration in Geneva
September 21 2016: Town Hall Evening Zürich
May 26, 2016: Town Hall Evening Madrid

 

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North American Expat Financial Forum
Paris, May 30th 2017

Attention all ACA members and followers in the City of Light! On Tuesday, May 30th 2017, in the luxury of the meeting rooms at the historic Chez Jenny in Paris, ACA's Mike Larsen will join a first class list of speakers at the North American Expat Financial Forum, sponsored by Dunhill Financial and the Adrian Leeds Group. Free of charge. Included are four hours of presentations, cocktails, hors d’oeuvres and your free copy of the American Financial Guide!  Optional dinner afterwards Chez Jenny for €42.50.
 
To reserve your spot please go to the event at http://adrianleeds.com/events/conferences/north-american-expat-financial-forum, download the pdf registration form, print it, complete it and scan and send it to contact@adrianleeds.com. Alternatively you can fax it to +1 415 5201429.
 
À bientôt!

 

American Citizens Abroad Town Hall Evening Geneva

American Citizens Abroad Global Foundation
Wednesday, May 17, 2017 from 6:30 PM to 9:30 PM (CEST)
Webster University, Bellevue-Geneva, Switzerland

On May 17th 2017 at Webster University American Citizens Abroad Global Foundation (ACA) conducted their annual Town Hall event working towards their mission to educate, advocate and inform. A panel of professionals in tax, legal and financial planning issues affecting overseas Americans presented on a variety of practical topics and answered dozens of questions for the over 80 attendees at Webster University. We thank Ken Freshman (KLR), Guillaume Grisel (Bonnard and Lawson) and Jonathan Lachowitz (ACA Board Member) for their contributions to the panel. Jonathan also presented an extensive update on ACA’s activities working on behalf of all overseas Americans and specifically to work with members of the US Government to educate them on the issues and to encourage better legislation. ACA would also like to thank the several sponsors of the event as well as the many participants who helped to raise well over $5000 that evening towards ACA’s funding of the scoring of our Residency Based Taxation proposal. We look forward to several more town hall events this year in September in Basel and Zurich and in London (TBA). 

Key Topics:
1. What’s new and expected for 2017 and beyond in the IRS Tax Code under the Trump Administration, and how these changes impact US tax filers living abroad.
2. As an American in Switzerland, what can or should I do in terms of estate planning: last will, living will, power of attorney, prenup, etc.
3. Retirement concerns for Americans wishing to retire in Switzerland or in the US.
4. Financial planning and banking issues for Americans overseas.
5. ACA and how it helps Americans overseas.
6. Over an hour of Q & A time.
 

Introduction: What is ACA doing today?


The Speakers were:

Guillaume Grisel -- Guillaume is a Swiss attorney and partner at Bonnard and Lawson. He works in international estate and tax planning in Switzerland.  He has developed many estate plans and done tax planning and compliance work over the last few years. He holds a Ph.D. in international law and a LL.M. from Cambridge University.

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.

Jonathan Lachowitz (CFP®) -- Jonathan is a Board Memberof 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.
 
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.

This event was organized under the auspices of The ACA Global Foundation ("ACAGF"), a sister organization of American Citizens Abroad, Inc. ("ACA, Inc.") which supports education and research on issues affecting Americans abroad.

Disclaimer:  Neither ACAGF nor ACA, Inc. can take responsibility for any advice that was given at this event.

 

ACA Participated in the 4th annual American Financial Forum hosted by the American Club of Brussels

On March 22, 2017, Mike Larsen, a member of ACA's Board and Executive Committee, as well as chair of ACA's chapter in the UK, participated in the 4th annual American Financial Forum hosted by the American Club of Brussels. Over the course of two hours, Mike joined senior representatives of leading local service providers to discuss the personal financial situation of Americans who reside in Belgium. Besides US Banking from Abroad: Intro to the State Department Federal Credit Union, topics included Efficient Digital Banking for Expats, US Taxes, US Wills and Trusts, Estate Planning and Reducing Currency Risk in a US Portfolio. Well-attended and particularly well-organized, we look forward to working closely with Brian Dunhill and his colleagues at the American Club of Brussels on future events. 

 

Recap of Town Hall Evening London

 

When:  Thursday, 1 December 2016

Where: London, England

 

December 1st London Town Hall with keynote speaker Penny Egan from the Fulbright Commission was well received.

On the evening of Thursday, December 1 ACA held its fourth annual London Town Hall Evening at the Royal Over-Seas League in St. James's. Over the course of nearly three hours and with media coverage provided by The American, ACA members and their guests were able to listen - and then pose questions to - a tremendous panel of senior specialists: Frank Hirth and Westeleton Drake provided timely insights on tax and reporting related issues (both US and UK), Tanager Wealth, discussed strategies on how to optimize finances, and Metro Bank, a newcomer to ACA's panoply of top-quality financial sponsors, gave an overview of their innovative approach to providing banking services to expats. Throughout the evening we were also delighted to introduce some of our other sponsors, including specialists from Brown Advisory and CS Global Partners, as well as TASIS, Florida State University, Kirker travel services and Kenneth Demsky, PhD. ACA's own Legal Counsel Charles Bruce provided an update on legislative issues and a taste for what we might expect from President-elect Trump, commenting that "all is on the table" including the possibility of much-needed tax reform.  We also heard from Ron Packowitz, Head of US Citizen Services at the US embassy in London, Patrick Gregory, author of the highly-acclaimed book "An American on the Western Front", a narrative history of an American serviceman in the First World War and Stacy Hilliard, Founder of American Voices International (AVI), a non-partisan Political Action Committee dedicated to representing US expats. Our keynote speaker was Penny Egan, CBE and Executive Director of the Fulbright Commission in the UK. Penny gave a passionate and thoughtful discourse on the importance of educational and cultural exchange in the 21st century, highlighting the many achievements of the Fulbright Commission, including US College Day, the largest annual event of its kind in Europe.  All in all, a productive evening with much to follow-up on, all taking place in a fine venue!

 

Some of the topics covered during the evening included:

- Update from Washington featuring ACA Legal Counsel Charles Bruce

- Innovations in the banking sector including the ACA / SDFCU bank accounts for US expats

- Update on Non-domicile and other relevant US / UK tax legislation.  Are you prepared?

- Brexit: What does it mean for Americans living in the UK?

- General Tax / Estate and Wealth Planning Information: What should you be asking your adivors?

 

Click here for more details: https://www.eventbrite.com/e/save-the-date-american-citizens-abroad-town-hall-evening-london-thursday-1-december-2016-tickets-29286952062 

 

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Wednesday, 16 November 2016

5:00pm Guadalajara / Mexico City

6:00pm Quebec / Montreal / Toronto

 

ACA-Members/SDFCU Educational Webinar for Mexico and Canada Residents

 

A NEW TYPE OF US FINANCIAL ACCOUNT FOR AMERICANS ABROAD, INCLUDING THOSE WHO DON’T HAVE A US RESIDENCE OR MAILING ADDRESS

Speakers: Michael Morris, Director of Member Engagement, State Department Federal Credit Union; Charles Bruce, Legal Counsel, ACA
 
Duration:  30 min. | Price: Free 

Click here for more information.

 

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 Tuesday, November 8th, 2016

American Election Night Celebration in Geneva

Come watch history in the making!

Live Streaming CNN and Fox News Coverage
Live Music and Entertainment
Interactive Games, Refreshments, Raffle

November 8th, 2016  9:30pm to 5:00am

Ticket Prices:   Regular 80 CHF; Student 30 CHF
(a small processing fee will be added to your total)

Organized by the AENC Joint Committee of Geneva:
American Citizens Abroad Geneva Chapter,
The American International Club of Geneva,
The American International Women’s Club of Geneva,
Democrats Abroad Switzerland and Republicans Overseas

 Club and Press Release

 Full poster (revised version)

 

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Wednesday, November 9, 2016


U.S. Presidential Election 2016 Breakfast


Join us to watch CNN coverage on big screen TV and to discuss the outcome of the U.S. Presidential Election 2016.


Wednesday, November 9, 2016
Park Hyatt, Beethovenstrasse 21, 8002 Zurich
6:00 a.m. – 9:00 a.m.

Event organized by the Swiss-American Chamber of Commerce, Zurich  www.ancham.ch
ACA is a co-sponsor of this event

Registration fee CHF 90.00. Full no-show charge.


Event flyer (pdf)

 

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Friday, 21 October 2016
16:00 London; 17:00 Zürich; 11:00 East Coast

ACA-Members/SDFCU Webinar

 

A NEW TYPE OF US FINANCIAL ACCOUNT FOR AMERICANS ABROAD, INCLUDING THOSE WHO DON’T HAVE A US RESIDENCE OR MAILING ADDRESS

Speakers: Michael Larsen, Chairman, ACA UK Chapter; Michael Morris, Director of Member Engagement, State Department Federal Credit Union; Charles Bruce, Legal Counsel, ACA
 
Duration:  30 min. | Price: Free 


 

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Wednesday, September 21, 2016

Town Hall Evening Zürich

WHEN: Wednesday, September 21, 2016 from 6:30 PM to 9:30 PM (CEST)
WHERE: Église Française - Schanzengasse 25, 8001 Zürich, Switzerland

Key Topics:
1. Financial planning and banking issues for Americans overseas.
2. As an American in Switzerland, what can or should I do with respect to writing a Last Will & Testament?
3. What's new for 2016 in the IRS Tax Code and how do those changes impact US tax filers living abroad?
4. Retirement concerns for Americans wishing to retire in Switzerland or in the US.
5. What is ACA, Inc. and how does it help Americans overseas?
6. Over an hour of Q & A time.

Invited speakers:  Daniel Hyde, Milan Patel, Tobias Somary and Jonathan Lachowitz.

Presentation visuals:

1 - Introduction (About ACA)

2 - Cross-Border Estate Planning (Tobias Somary and Milan Patel)

3 - US Tax for Overseas Americans (Craig Tompson)

4 - Retirement Planning for Americans in Switzerland (Jonathan Lachowitz)



This event was organized under the auspices of The ACA Global Foundation ("ACAGF"), a sister organization of American Citizens Abroad, Inc. ("ACA, Inc.") which supports education and research on issues affecting Americans abroad.

Disclaimer:  Neither ACAGF nor ACA, Inc. can take responsibility for any advice that was given at this event.

 

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TOWN HALL EVENING MADRID

Thursday 26th May 2016

“US TAX CODE, ESTATE PLANNING, BANKING, FATCA AND OTHER PERSONAL FINANCIAL CHALLENGES FOR US CITIZENS ABROAD”

Madrid Town Hall

INSTITUTO INTERNACIONAL c/ Miguel Angel 8, Madrid, Spain

ACA in cooperation with the ACA Global Foundation organized a successful Town Hall Evening for the first time in Madrid, held at the Auditorium of the International American Institute. The event was very well received by the American community living in Madrid having the presence of 78 attendees and a panel of 4 specialists on financial and US and Spanish Taxation.

The event started with an introduction made by Michael Larsen, ACA UK Chairman and ACA Board Member, who explained the history of ACA and initiatives we are currently focused on, including ACA’s partnership with the State Department Federal Credit Union, in effect giving Americans residing abroad and members of ACA access to backing services in the United States.  

Michael's presentation was then followed by a video where Marylouise Serrato, ACA Executive Director, explained in detail ACA's role, mission and efforts, which was followed by another video from ACA’s General Counsel, Charles Bruce, who presented an update from Washington on legal and regulatory issues.

The evening then continued with the Panel of Specialists who covered a wide range of subjects, ranging from basic principles of US Taxation that affect US persons living in Spain, to estate planning and reporting considerations, to wealth, financial and investment planning.

The panelist's presentations were followed by a lengthy Q&A session, with attendees voicing a wide range of concerns. The evening concluding with a networking cocktail where attendees continued to ask questions and expressed their happiness to have this type of event organized in Madrid.

The speakers included (click for visuals):

Pamela Perez-Cuvit (www.klimtgroup.com);

Milan Patel (www.anaford.ch); Fabricio Gonzalez (wwww.anaford.ch)

Marina Hernandez (www.white-lighthouse.com)

 

The ACA Global Foundation is the sister organization of ACA, Inc. and is a supporter of education and research on issues affecting Americans abroad.

Disclaimer: ACAGF and ACA, Inc. are not responsible for any advice given at this event.


Event flyer (pdf)


 
This ACA events page was updated on 19 January 2017