Focus on providing financial and tax education to Americans abroad, 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 throughout 2024.
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.
Previous Events
June 21 - Financial Planning Talk for Women & Moms
About the event: Let's get together and learn how to plan better for ourselves and our children's futures in the US and Swiss systems.June 7 - Tax & Financial Q&A for U.S. Citizens in Germany
About the event: Do you have questions about the financial implications of being a US person in Germany? Join Arielle Tucker, CFP®, EA, & Emily Haines, CPA for a Q&A session about the tax and financial considerations of life outside the US. You are welcome to submit comments or questions by emailing info@connectedfinancialplanning.com.June 6 - U.S. Taxes for Americans Living Abroad
About the event: Arielle is back with Emily Haines, CPA, this time with a hybrid event live in Berlin! Join us in person or online, to ask your questions and get the information you need about filing your U.S. taxes as a U.S. citizen living abroad.
Arielle and Emily will provide the basics of U.S. tax compliance specific to overseas citizens, as well as provide updates on what may have changed in the laws since last year. Understand your options for using the foreign-earned income exclusion, learn about eligibility for tax credits, and find out how foreign investment income or pension funds can impact your US taxes.
March 14 - U.S. Taxes for Americans Living Abroad
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.
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
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. The replay of the event is below.
Feb. 6 - Swiss Pension System for US Taxpayers (Zoom)
Hosted by: American Women's Club of Zurich
Date: Feb. 6, 2024
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. 1 - Swiss Pension System for U.S. Taxpayers
Hosted by: American Women's Club of Zurich
Date: Feb. 1, 2024
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. 1 - Tax & Financial Planning for U.S. Expats
Hosted by: Female Invest
Date: Feb. 1, 2024
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.
Jan. 29 - Organizing and Preparing to File your US/Swiss Tax Returns
Hosted by: American Women's Club of Zurich
Date: Jan. 29, 2024
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.
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.