The Swiss-US Tax Mistakes Nobody Warns You About with Darlene Hart
- Julia Tatje
- vor 2 Tagen
- 2 Min. Lesezeit
You've got your people. But are your people talking to each other? In this episode, Julia Tatje and Darlene Hart reveal the cross-border tax blunders 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.
