Living in Switzerland is a fantastic experience but if you’re one of the 40,000 Americans living in Switzerland, there are..
Category: Tax Planning
Are Foreign Investments Worth it From a Tax Perspective?
Life insurance, mutual funds and ETFs are popular investments for US persons living abroad. However, if not properly executed they..
Doing Business in the United States – How To Stay Out Of Trouble
Greetings, fellow global business enthusiasts. As the saying goes, the world is your oyster – and that includes expanding your..
What do Americans in Switzerland need to know about US tax compliance?
As an American expat, you may have heard about US tax compliance laws like FATCA but you may not know..
The Nightmares of Form 5471
The 5471 is often regarded as one of the most complicated US tax forms. Form 5471 is often regarded as..
CARES Act and Rebate
CARES Act: Calculating your rebate As part of the recently-passed massive Coronavirus Aid, Relief, and Economic Security (CARES) Act, taxpayers will..
Passive Foreign Investment Company (PFIC) – What the heck is that?
Over the years, we’ve helped countless new clients clean up an issue that could have been avoided with better planning:..
Important Update for Form 5471 Filing Requirements
The recent ruling of the United States Tax Court in Farhy v. Commissioner provides some interesting insights for US shareholders..
Pension Contributions in Switzerland
Think twice before making additional contributions to your 2nd or 3rd Pillar accounts. Additional contributions to your Swiss 2nd and..
Expatriation- Considering Giving Up Your US Citizenship?
Ensure your tax and reporting obligations are met before expatriating. To complete your final expatriation tax return you must certify..