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ACA Town Hall Evening Basel Tuesday, 26 September 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 EVENING  BASEL

IRS Tax Code Developments under the Trump Administration

Financial and Retirement Challenges for US Citizens Abroad

Last Will and Testament Issues for US Persons in Switzerland

 

 

On-line Registration is preferred:

  1. Please register in advance – No Charge for ACA Members who register in advance, US $30 per person online registration for non-members. 
  2. Donation at the door is CHF 35 per person for anyone who has not registered
  3. For further information please contact: julie.sanford@americansabroad.org

Limited non-reserved seating.  Please register as soon as possible.

 

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.

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

 

KEY TOPICS:

  1. Update from Washington D.C. – ACA Executive Director Marylouise Serrato
  2. What’s new and expected for 2017 and beyond in the IRS Tax Code under the Trump Administration, and how do these changes impact US tax filers living abroad
  3. 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.?
  4. Retirement concerns for Americans wishing to retire in Switzerland or in the US
  5. Financial planning and banking issues for Americans overseas
  6. What is ACA and how it helps Americans overseas
  7. Over an hour of Q & A time

 

SPONSORS:

Anaford Tax & Accounting Services SA: http://www.atas.tax/

Interactive Brokers: https://www.interactivebrokers.com/en/index.php?f=1338

KLR: https://www.kahnlitwin.com/  

Margaret Conklin: http://www.mconklincpa.com/ 

White Lighthouse Investment Management: http://www.white-lighthouse.com/ 

Speaker Milan Patel

Milan is a US attorney and former IRS senior trial attorney.  He advises clients in the US related cross-border tax, trust, estate and succession planning matters and controversies.  Milan is a founding partner and co-head of the US group at Anaford AG, an international boutique law firm headquartered in Zurich.

Speaker Tobias Somary

Tobias is a Swiss attorney specializing in international estate & succession planning and inheritance disputes. Tobias is a partner at CMS Switzerland. He heads the private client practice of the law firm and the inheritance chapter of the Zurich Bar Association.

Speaker Francheska Pimentel – CPA
Francheska is a manager in the Global Tax Services group at KLR in Providence, RI. Previously, she was with Deloitte Tax LLP working in various offices around the world. Francheska has a Master’s in accounting, is fluent in Spanish and advanced in French and works with numerous U.S. expats  many ...

Francheska is a manager in the Global Tax Services group at KLR in Providence, RI. Previously, she was with Deloitte Tax LLP working in various offices around the world. Francheska has a Master’s in accounting, is fluent in Spanish and advanced in French and works with numerous U.S. expats  many who are living in Switzerland.

Full Description
Speaker Jonathan Lachowitz – CFP®

Jonathan is a Board Member of 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.

View all speakers
Organizer American Citizens Abroad Global Foundation

 


 

When?

Tue, Sept. 26, 2017
6:30 p.m. - 9:30 p.m.
(GMT+0200) Europe/Zurich

Event has ended

Where?

ZUNFTSAAL / SCHMIEDENHOF
Rümelinsplatz 4
4001 Basel, Altstadt Grossbasel
Switzerland