Upcoming Events
March 4 | DA Germany - 2025 US Tax Webinar for Americans Living Abroad
Why Attend:
Are you unsure about your US tax filing obligations? Have you been procrastinating determining your filing status with the IRS?
Please join us for a webinar organized by Democrats Abroad Germany featuring two tax professionals who are well versed in the ins and outs of tax filing obligations for Americans living abroad. Arielle and Emily will provide the basics of US tax compliance specific to overseas citizens, as well as provide updates to 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, find out how foreign investment income or pension funds can impact your US taxes.
When: Tuesday, March 4, 2025 - 7-8 p.m. CET
Tickets: $15 General Admission or $7.50 Retired/Student/Unemployed.
Register: Click here
March 20 | Saving for Retirement: Navigating the Swiss Pillar System & Social Security for US Expats
Why Attend:
Planning for retirement as a US citizen in Switzerland comes with unique challenges. This webinar explores key differences between the US and Swiss retirement systems, strategies for optimizing savings, and how recent policy changes—such as the repeal of the Windfall Elimination Provision—can impact U.S. Social Security benefits for expats. Join Arielle Tucker, CFP®, EA, of Connected Financial Planning and Selim Bucher of TaXperts for expert insights on securing your financial future in Switzerland.
When: Thursday, March 20, 2025 - 7-8 p.m. CET
Register: Registration opening soon
March 25 | 2025 US Tax Updates: Key Changes & Strategies for Americans Abroad
Why Attend:
Stay ahead of upcoming tax changes with this essential update for US expats, featuring Arielle Tucker, CFP®, EA, and Hannah Nelson of US TAXFS. This session provides a deep dive into filing your 2024 US tax return while preparing for proposed updates in 2025 and beyond. Topics include tax obligations for Americans living abroad, financial planning considerations, and actionable strategies to minimize liabilities and optimize cross-border finances. Don't miss this opportunity to ensure you’re informed and prepared for the evolving tax landscape.
When: Tuesday, March 25, 2025 - 7-8 p.m. CET
Register: Registration opening soon
March 26 | Mastering Your Move to Switzerland: A Step-by-Step Guide for US Citizens & Their Families
Why Attend:
This expert-led webinar equips newly arrived US citizens with the essential knowledge needed for a seamless transition to life in Switzerland. Co-hosted by specialists from Alliance Relocation and Arielle Tucker, CFP®, EA, from Connected Financial Planning, the session covers key relocation steps, including visa options, navigating the competitive Swiss housing market, and integrating into local life. Additionally, attendees will gain insights into critical financial considerations, such as US-Swiss tax obligations, cross-border banking, retirement planning, and budgeting for Switzerland’s cost of living. Our co-host Julia Kaufman has been featured multiple times in HGTV's House Hunters International series for Switzerland.
When: Wednesday, March 26, 2025 - 7-8 p.m. CET
Register: Registration opening soon
Previous Events
Jan. 16, 2025 | Navigating Inheritance & Estate Taxes for Americans in Germany
Are you a U.S. citizen living in or planning to move to Germany? Understanding the intricate landscape of inheritance and estate taxes is crucial to safeguarding your legacy and ensuring financial peace of mind. Join our expert-led webinar to gain comprehensive insights into managing your estate across international borders.
Relocating to Germany presents unique challenges, especially when it comes to inheritance and estate planning. This webinar will equip you with the knowledge to:
- Understand Dual Tax Obligations: Learn how U.S. citizenship affects your estate planning in Germany and navigate the complexities of complying with both U.S. and German tax laws.
- Overview of German Inheritance Tax: Review what German Inheritance Tax is and how it may affect you—even if you are not a German citizen. Understand the key aspects of German inheritance laws and their implications for your estate.
- Avoid Common Pitfalls: Identify and avoid common mistakes Americans make regarding inheritance and estate taxes in Germany, ensuring a smooth transition for your heirs.
- Practical Steps for Compliance: Review the high-level tax reporting obligations for US citizens living in Germany
Meet Our Experts
- Emily Haines, International US Tax Expert, Xpatax Solutions:
Specializes in cross-border taxation and estate planning for expatriates. - Petra Korn, German-American Lawyer, pKornLaw:
Provides comprehensive guidance on US & German estate and inheritance planning - Arielle Tucker, Cross-Border Financial Planner, Connected Financial Planning:
Expert in navigating cross-border financial planning for U.S. citizens & their families.
Jan. 6, 2025 | Webinar: Making Germany Home – Expert Strategies for US Citizens
Are you a US citizen considering making Germany your new home? Join us for an exclusive Power Hour webinar with a panel of esteemed experts who will guide you through every aspect of relocating and thriving in Germany.
Meet Our Experts:
- Emily Haines, International Tax Expert at Xpatax Solutions
- Tia Robinson, Global Mobility Specialist at Expath
- Arielle Tucker, Cross-Border Financial Planner at Connected Financial Planning
What You'll Learn:
- Immigration Insights: Navigate German immigration laws, secure your residency, and understand the visa application process.
- Tax Considerations: Learn how to manage international taxes, optimize your financial situation, and stay compliant with both US and German tax regulations.
- Financial Planning: Discover strategies for cross-border financial planning, including banking, investments, and asset management, to ensure a smooth financial transition.
- Living in Germany: Gain practical tips on finding housing, understanding the healthcare system, integrating into the local culture, and building a fulfilling life abroad.
Why Watch?
- Comprehensive Guidance: Benefit from the combined expertise of global mobility, international tax, and cross-border financial planning professionals.
- Personal Insights: Hear firsthand experiences and advice on the challenges and rewards of living in Germany.
June 6, 2024 | 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, 2024 | 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, 2024 | 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, 2024 | 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.
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.