Jonathan Lachowitz: Swiss Tax & Investment Strategies for US Expats

24/02/2025 53 min Episodio 8
Jonathan Lachowitz: Swiss Tax & Investment Strategies for US Expats

Listen "Jonathan Lachowitz: Swiss Tax & Investment Strategies for US Expats"

Episode Synopsis

Join us for an insightful episode of Talking Expat Taxes, featuring Jonathan Lachowitz - Chairman of American Citizens Abroad (ACA) and founder of White Lighthouse Investment Management. He's a seasoned financial advisor specializing in cross-border financial planning and investment management for Americans overseas. Jonathan shares his extensive knowledge on the intricacies of U.S. and Swiss tax systems, the challenges and strategies for Americans moving to Switzerland, and the importance of working with specialized tax advisors. He also discusses common pitfalls, solutions for maintaining financial accounts while abroad, and the impact of legislation on expats.

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