SAVE THE DATE: ACA Town Hall Evenings in Switzerland - November 12, 2025 in Zürich and November 13, 2025 in Lausanne
Posted by Aca Admin on September 23, 2025
WEDNESDAY, 12 NOVEMBER 2025 IN ZÜRICH (Westhive)
THURSDAY, 13 NOVEMBER 2025 IN LAUSANNE (Gotham Lausanne Gare)
On 12 November and on 13 November, American Citizens Abroad (ACA) will once again bring together Americans living in Switzerland for two informative and engaging town halls. This year’s program will feature an update on ongoing legislative efforts surrounding Residence-Based Taxation (RBT), including developments tied to Congressman LaHood’s proposed legislation. Attendees will hear firsthand where things stand in Washington DC and what progress is being made on behalf of Americans overseas.
Both events will feature expert speakers covering tax, estate, and financial planning topics tailored for Americans living abroad, in addition to an update from Washington DC from ACA. Attendees will have the opportunity to hear from seasoned professionals, ask questions, and connect with fellow members of the American expat community.
Whether you are new to Switzerland or a long-time resident, our Town Halls offer valuable, actionable information to help you navigate life as an American in Switzerland.
Light snacks and drinks will be served at both events, and there will be ample time after the formal presentations to meet the presenters and other attendees.
REGISTRATION FEE:
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ACA MEMBERS: US $20 for advance online registration or a 20CHF donation at the door. |
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NON-MEMBERS: US $90 for advance online registration or 100CHF at the door. |
Seating is limited.
ZÜRICH
Westhive
Hardturmstrasse 161
8005 Zürich 8005
Switzerland
Google map and directions
LAUSANNE:
Gotham Lausanne Gare
Av. d'Ouchy 4
Lausanne 1006
Switzerland
Google map and directions
Doors will open at 6:30pm. Formal presentations will begin at 7:00pm.
All money raised will cover costs to put on the event and support Americans Citizen Abroad (ACA),
a qualified 501(c)(4) non-profit, non-partisan, advocacy organization.
SPEAKERS:
Jonathan LachowitzTown Hall Update from ACA Jonathan will open the town hall with an update from American Citizens Abroad (ACA). He will share the latest developments on Residence-Based Taxation and other advocacy efforts currently underway in Washington DC. Investments and Financial Planning for Americans in Switzerland To close the town hall, Jonathan will turn to wealth management. He will discuss key considerations for Americans living in Switzerland, including investment strategies, cross-border financial planning, and navigating the complexities of two tax systems. Jonathan is a CFP® Professional (Switzerland & USA), Financial Planner, Investment Manager & Founder of White Lighthouse Investment Management. Jonathan and his White Lighthouse team work with several hundred Americans and mixed-nationality families in Switzerland for their investment management and financial planning needs. He is also the Chairman of American Citizens Abroad. |
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 Kristen Howze, CFP®, EACritical Tax Mistakes US Expats Make in Switzerland Drawing from real-world cases, Kristen will highlight costly—but often avoidable—errors she encounters regularly, including: – Pillar 2 Pitfalls: U.S. tax basis, employer contributions, accrued income, “rollovers,” vested benefits, buybacks, and even using Pillar 2 funds for home purchases. – Home Ownership Surprises: The clash between U.S. and Swiss tax rules on deductions and capital gains. – DIY Tax Traps: Frequent filing missteps that can lead to problems or overlooked opportunities. – Investment Complications: How popular investment choices may create unexpected U.S. tax headaches. – Cross-Border Business & Equity Challenges: The added complexity of owning a foreign corporation or receiving equity compensation.
Kristen is an Enrolled Agent and CERTIFIED FINANCIAL PLANNER™ professional with expertise in U.S. tax and cross-border financial planning. After living in nine different U.S. states and then spending eight years in the Netherlands, she and her family now call Chardonne, Switzerland home. Kristen is the Director of KLR’s Lausanne office.
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 Matthew BerlinPartner, Rubin and Rudman LLP Matthew is a trusted advisor to individuals, families, and family-controlled entities in the US and abroad, guiding them through the complexities of estate planning, trust administration, and related tax matters. With a particular focus on FATCA compliance and offshore informational reports, Matthew helps clients in Switzerland navigate cross-border issues while preserving wealth and ensuring long-term family and business continuity. Matthew’s practice encompasses the full spectrum of sophisticated planning techniques, including buy-sell agreements, irrevocable life insurance trusts, intentionally defective grantor trusts, installment sales, charitable lead and remainder trusts, Walton GRATs, and Qualified Personal Residence Trusts. He works closely with clients to implement strategies that minimize transfer tax exposure and protect family assets across generations. |
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