ACA's recent Town Hall Evenings provided attendees with valuable tax and investment information and updates from Washington, D.C. advocacy.

On November 12th and 13th, American Citizens Abroad (ACA) hosted two Town Halls – one in Zurich, the other in Lausanne, Switzerland.

The program featured an update on ongoing legislative efforts surrounding Residence-Based Taxation (RBT), including developments tied to Congressman LaHood’s proposed legislation and what progress is being made in Washington, D.C. by ACA on behalf of Americans overseas.

Both events featured expert presentations from Kristin Howze of KLR, Matthew Berlin of Rubin and Rudman, and Joshua Barrett and Rachel Rust of the State Department Federal Credit Union (SDFCU).

• Kristin Howze’s presentation, “Tax Traps for the Unwary: A Practical Guide for US Expats in Switzerland” covered Pillars I & II, home ownership considerations, cross-border business complexities, PFICs, and other common pitfalls.
• Matthew Berlin presented “Estate Planning for US Citizens in Switzerland”, addressing wills, revocable living trusts, property rights, key differences between the Swiss and US systems, and more.
• Joshua Barrett and Rachel Rust highlighted how the SDFCU supports Americans residing abroad.

Both Town Halls were a success and well-attended. Presentation materials are available to ACA Members through the ACA Members Section. We encourage you to consider joining ACA and becoming a member today and access these valuable presentations!