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Planning Opportunities and Pitfalls for US/Swiss Cross-Border Estates  

16 May 2023

PLEASE NOTE: THIS EVENT HAS BEEN POSTPONED UNTIL LATER THIS YEAR AND WILL NOT TAKE PLACE ON MAY 16.

USTAXFS, in collaboration with Bär & Karrer, will be hosting an in-person US/Swiss seminar on Inheritance Tax and Estate Planning on Tuesday, May 16, 2023 in Zurich.

Darlene Hart and Greg Dean, alongside Dr. Ruth Bloch-Reimer and Daniel Leu from leading Swiss law firm Bär & Karrer, will be discussing US/Swiss Estate & Gift Tax Planning, legal reporting requirements, the role of the Executor, and more.

The event will be hosted at Bär & Karrer’s offices in Zurich and it is free to attend. Please register by email to r.denny@ngskmc-eis.net to reserve your seat.

Did you Know?

  • Fact Seven

    Thanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
  • Fact Six

    The IRS is actively looking for non compliant US persons.
  • Fact Five

    It takes an average of 16 hours to do IRS Form 1040.
  • Fact Four

    There are over 500 IRS tax forms.
  • Fact Three

    Since 1916, illegal income has been taxable.
  • Fact Two

    US persons must file tax
    returns no matter where they live and work.
  • Text One

    7 million Americans abroad
    only 500,000 compliant

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