PAST EVENT: September 26, 2023 ACA Town Hall Evening Zürich

ACA’s efforts in Washington, DC / Tax, Estate & Financial Planning for US Taxpayers living in Switzerland

On Tuesday, September 26, 2023, over 30 attendees along with five presenters gathered at the Eglise Francais in downtown Zurich for an American Citizens Abroad Global Foundation (ACAGF) Town Hall. Topics coved included ACA’s efforts in Washington, DC and Tax, Estate & Financial Planning for US Taxpayers living in Switzerland.

Speakers included:

Marylouise Serrato, American Citizens Abroad (ACA) Executive Director - Marylouise joined ACA in 2002 working as Managing Director and in 2010 became Executive Director. ACA's Executive Director updated on ACA's advocacy efforts up on Capitol Hill, explained ACA-PAC and how this will help with advocacy efforts and gave general updates on the organization. Click for presentation.

Michael Mettler - Michael is a Senior International Tax Manager at Kahn, Litwin, Renza https://kahnlitwin.com/people/michael-mettler.  Michael presented on US taxes for Americans in Switzerland. Click for presentation.

Matthew Berlin - Matthew is a Trust and Estates attorney specialized in working with Overseas Americans. Mathew is a partner at Rubin and Rudman LLP https://www.rubinrudman.com/ and he regularly visits Switzerland for work. Click for presentation.

Dr. Natalie Peter - LLM, TEP - Natalie is a Swiss attorney heading the Private Client Team at Blum & Grob attorneys at law AG in Zurich https://blumgrob.ch/.  She specializes in Tax Law, Inheritance and Estate Planning & Trusts. Natalie has her law degree from the University of Zurich and an LLM from Boston University. Click for presentation.

Jonathan Lachowitz – CFP® - Jonathan is Chairman of ACA; Certified Financial Planner in the US and Switzerland and owner of White Lighthouse Investment Management in Lausanne and Lexington, MA http://www.white-lighthouse.com/. Jonathan has written extensively on personal finance for the Wall Street Journal. Click for presentation.

We would like to thank everyone who made a donation to ACA, including all of the speakers and sponsors:

Rubin and Rudman LLP https://www.rubinrudman.com/

KLR Global Tax Services https://www.kahnlitwin.com/

Blum & Grob attorneys at law AG in Zurich https://blumgrob.ch/

White Lighthouse Investment Management in Lausanne and Lexington http://www.white-lighthouse.com/