2026 U.S. Tax & Financial Planning Update For Americans in Switzerland

Описание: Unsure about your U.S. tax filing obligations as an American living abroad? You're not alone. Join this essential webinar for Americans in Switzerland covering everything you need to know about U.S. tax compliance for 2026.

In this comprehensive session, seasoned U.S. tax professionals break down the essentials of filing U.S. taxes from abroad, including key filing requirements, the latest tax law updates for 2026, and powerful strategies like the Foreign Earned Income Exclusion (FEIE) and Foreign Tax Credit that can help you reduce or eliminate your U.S. tax bill.

📌 WHAT YOU'LL LEARN:
✅ Who must file U.S. taxes from abroad (and when you can skip it)
✅ 2026 tax law updates that affect Americans in Switzerland and Europe
✅ How the Foreign Earned Income Exclusion (FEIE) can exclude up to $130,000 from U.S. taxation
✅ When to use the Foreign Tax Credit vs. the FEIE
✅ How foreign investments, pensions, and Swiss pillar accounts affect your U.S. taxes
✅ FBAR and FATCA reporting requirements for foreign accounts
✅ Filing deadlines and automatic extensions for expats
✅ Common mistakes that trigger IRS audits (and how to avoid them)

🎙️ HOSTED BY:
Arielle Tucker, CFP®, EA: Founder of Connected Financial Planning and host of the Passport to Wealth podcast. Arielle specializes in serving U.S. citizens and their families living in or relocating to Switzerland. She brings deep cross-border expertise to help Americans abroad navigate the complexities of U.S. tax and financial planning. She regularly speaks and writes on international tax compliance and financial strategies for globally mobile individuals.
Chad Hatalla, EA, CFP®: is a U.S. tax expert specializing in cross-border taxation and financial planning for globally mobile individuals. He helps expats and international professionals navigate complex U.S. tax and social security systems, ensuring compliance while optimizing long-term financial strategies.

💰 KEY TAKEAWAYS:
According to IRS data, 62% of Americans filing from abroad owe $0 in U.S. federal taxes after applying credits and exclusions. But you MUST file to claim these benefits. Missing your filing obligation can trigger penalties even when you owe nothing.

The U.S. is one of only three countries that taxes based on citizenship rather than residency. This means even if you've lived in Switzerland for decades, you still have U.S. tax obligations. Understanding how to navigate both the Swiss and U.S. tax systems is critical to staying compliant and optimizing your financial situation.

📧 STAY INFORMED:
Join our monthly newsletter for ongoing updates on U.S. tax compliance, financial planning strategies, and insights for Americans living abroad:
👉 https://dashboard.mailerlite.com/form...

🔗 RESOURCES MENTIONED:
Passport to Wealth Podcast: https://www.passporttowealth.com/epis...
Connected Financial Planning: https://connectedfinancialplanning.com/
Foreign Earned Income Exclusion: https://www.irs.gov/individuals/inter...
Form 8606 for IRA Basis: https://www.irs.gov/forms-pubs/about-...
FBAR Reporting: https://fincen.gov/
Tax Treaty Info between US & Switzerland: https://ustr.gov/countries-regions/eu...
ID.me for IRS Access: https://www.irs.gov/payments/your-onl...

📱 CONNECT WITH ARIELLE TUCKER:
LinkedIn:   / arielle-tucker  
Instagram:   / connectedfinancialplanning  
Facebook:   / connectedfinancialplanning  

📱 CONNECT WITH CHAD HATALLA:
https://www.passporttowealth.com/chad...
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🏷️ TAGS & KEYWORDS:
#USExpats #ExpatTaxes #AmericanAbroad #TaxCompliance #FEIE #ForeignEarnedIncomeExclusion #ForeignTaxCredit #Switzerland #USCitizensAbroad #FBAR #FATCA #TaxPlanning #2026Taxes #CrossBorderTaxes #InternationalTax #IRSCompliance #ExpatLife #AmericansInSwitzerland #ExpatFinance #TaxDeadlines #ConnectedFP #PassportToWealth
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⚠️ DISCLAIMER:
This presentation is for informational and educational purposes only and should not be construed as personalized tax or financial advice. Tax laws are complex and subject to change. We recommend consulting with a qualified tax professional about your specific situation before making any financial decisions.
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📊 ABOUT CONNECTED FINANCIAL PLANNING:
Connected Financial Planning provides comprehensive financial planning for U.S. expats living and working in Europe. We help Americans abroad secure their financial future by offering expert guidance on cross-border tax compliance, investment strategies, retirement planning, and estate planning. As featured in Forbes, Bloomberg, CNBC, CNN, and MarketWatch.

Whether you're new to expat life or have been abroad for years, we're here to help you navigate the ridiculously complex U.S. tax system in a way that makes sense for your individual situation.

Book a complimentary consultation: https://www.connectedfinancialplannin...