Upcoming Events Featuring Arielle Tucker, CFP®, EA

As the new year kicks off, Arielle Tucker, CFP®, EA, of Connected Financial Planning will be hosting several events focused on providing financial education and key information for U.S. expats and Americans living in Europe. 

You can find more details about each of the upcoming events below. Following the conclusion of events, there will be links posted on this page to access recordings and materials from each presentation. 

Upcoming Events

March 14 - U.S. Taxes for Americans Living Abroad

Hosted by: Democrats Abroad Germany
Date: March 14, 2024
Time: 7-8 p.m. CET
Cost: $7.50-$15
Event link: Click here
About the event: Are you unsure about your U.S. tax filing obligations? Have you been procrastinating in determining your filing status with the IRS? Join Arielle Tucker, CFP®, EA, for a U.S. tax essentials webinar with Emily Haines from XPatax Solutions, hosted by Democrats Abroad Germany. Arielle and Emily will cover the key components of your tax filing responsibilities as a US citizen living abroad, as well as provide updates on what may have changed in the laws since last year.

Register

Previous Events

Jan. 29 - Organizing and Preparing to File your US/Swiss Tax Returns

Hosted by: American Women's Club of Zurich
Date:
Jan. 29, 2024
Time: 9:30-11 a.m. CET
Event link: Click here (in person) 
About the event: Tax season is top of mind for many as we turn the page to 2024. Join Arielle and Timothy Müller, an Attorney at Law with Staiger Law in Zurich, for a conversation to get you prepared for filing your 2024 taxes. The presentation will focus on the unique tax complexities for Americans living and working in Switzerland, Swiss residents with U.S. income, and those who have financial ties to both the U.S. and Switzerland. The key topics Arielle and Timothy will cover include maintaining tax compliance, practically organizing your financial records, understanding cross-border tax implications, and maximizing available deductions.

Feb. 1 - Tax & Financial Planning for U.S. Expats

Hosted by: Female Invest
Date: Feb. 1, 2024
Time: 5 p.m. GMT
Event link: Click here
About the event: Many Americans living in Europe become painfully aware of their financial complexities when it's time to file taxes. That's why Arielle is teaming up with Female Invest to host a webinar on the basics of finances and taxes for U.S. expats. Along with moderator Zoë Burt, a qualified financial adviser with both UK and international experience, Arielle will dive into the key financial planning considerations for U.S. expats, tackling taxes as an expat, and optimizing your finances while abroad.

Feb. 1 - Swiss Pension System for U.S. Taxpayers

Hosted by: American Women's Club of Zurich
Date: Feb. 1, 2024
Time: 9:30-11 a.m. CET
Event link: Click here (in person) 
About the event: Do you have burning questions about how the Swiss pension system works? Are you planning on leaving Switzerland and not sure how to withdraw your pension without being double taxed? Are you receiving mixed advice about maximizing your retirement savings as a US citizen (or US tax resident) living in Switzerland? This educational workshop will run you through the differences between the Swiss Pillar system and give you the tools to navigate the differences between the US and Swiss retirement systems.

Feb. 6 - Swiss Pension System for US Taxpayers (Zoom)

Hosted by: American Women's Club of Zurich
Date: Feb. 6, 2024
Time: 19:00-20:00 CET
Event link: Click here (via Zoom)
About the event: Do you have burning questions about how the Swiss pension system works? Are you planning on leaving Switzerland and not sure how to withdraw your pension without being double taxed? Are you receiving mixed advice about maximizing your retirement savings as a US citizen (or US tax resident) living in Switzerland? Join Arielle & Selim Bucher for this educational workshop. We'll run you through the differences between the Swiss Pillar system and give you the tools to navigate the differences between the US and Swiss retirement systems.

Feb. 7 - Organizing and Preparing to File your US/Swiss Tax Returns (Zoom)

Hosted by: American Women's Club of Zurich
Date: Feb. 7, 2024
Time: 19:00-20:00 CET
Event link: Click here (via Zoom)
About the event: Join Arielle Tucker, CFP®, EA, and Selim Bucher, as we unravel the complexities of dual taxation and equip you with practical tips to get organized. We will delve into the key aspects of tax compliance, offering practical advice on organizing your financial records, understanding cross-border tax implications, and maximizing available deductions. Whether you're a US expatriate living in Switzerland, a Swiss resident with US income, or someone with financial ties to both countries, this presentation is tailored to address your unique tax challenges. This is the Zoom version of the event on Jan. 29 for those who can't attend in person.


About Arielle Tucker, CFP®, EA

Arielle Tucker is a Certified Financial Planner™ and IRS Enrolled Agent. She's spent the last decade living between the US, Germany, and Switzerland and is passionate about helping other U.S. expats and Americans living abroad achieve their dreams with the right financial and tax planning. You can learn more about Arielle and Connected Financial Planning by clicking here