The Swiss-US Tax Mistakes Nobody Warns You About with Darlene Hart
You've got your people. But are your people talking to each other? In this episode, Julia Tatje and Darlene Hart reveal the Swiss-US tax mistakes quietly costing Americans in Switzerland, Swiss nationals with US investments, and green card holders who think they've escaped the IRS. Spoiler: you haven't.
In This Episode
Why your Swiss tax return and your US CPA should never be strangers
Green card holders: the IRS follows you everywhere - yes, even Zurich
Pillar 3A for Americans: saving Swiss tax while unknowingly owing US tax
The FBAR trap hiding in your joint credit card
401(k)s, IRAs & Swiss pensions - the treaty rules that change everything
US estate tax for Swiss nationals who've never lived in America (it's real, and it's fixable)
The Bottom Line
Americans & green card holders in Switzerland: You owe US tax on worldwide income. Full stop. Your Pillar 3A won't save you. Your IRA can stay invested - even in Swiss francs -so don't touch it.
Swiss nationals & foreign investors: Owning US stocks personally? Your heirs may face a US estate tax bill. A simple holding structure fixes this before it becomes their problem.
Everyone: Get your advisors in the same room. Most of these disasters were entirely avoidable.
Host & Guest
Julia Tatje - Swiss tax specialist for internationals. Founder, taxum AG.
Darlene Hart - US expatriate tax expert, treaty planning, FBAR & cross-border estates. Based in Switzerland.
Together - the Swiss-US tax duo you didn't know you needed.
Listen & Connect
Tax and the City Podcast on Spotify / Apple Podcasts / Youtube / Amazon Music
This podcast is for informational purposes only and does not constitute legal or tax advice. Always consult a qualified tax professional regarding your individual situation.
