All episodes

In this episode, Julia Tatje speaks with Arielle Tucker, CFP® and IRS Enrolled Agent at Connected Financial Planning, about the financial and tax challenges facing US citizens and green card holders living in Switzerland. They explore Pillar 3a, PFICs, US filing obligations, green cards, Swiss property, currency gains, LLCs and the limitations of tax treaties. Most importantly, they explain why financial decisions need to work on both sides of the Atlantic, and why cross-border planning is far easier before a transaction than after it.

In dieser Folge von Tax and the City spricht Julia Tatje mit Andreas Delis, Gründer von Smart Depart, über temporäre Untervermietung, möblierte Wohnungen und all die kleinen und grossen Fragen, die entstehen, wenn das eigene Zuhause während einer längeren Abwesenheit nicht leer stehen soll.

In this episode, Julia Tatje speaks with Carole Janser from SIFA about the biggest insurance misconceptions in Switzerland. Together they discuss liability insurance, health insurance, legal protection, salary continuation, cyber risks and insurance for entrepreneurs and self-employed professionals. Learn which policies are essential, what many internationals misunderstand, and why good insurance is about much more than financial protection.

In this episode, Julia Tatje sits down with Julia Kaufmann, co-founder of Alliance Relocation, who has spent years helping international professionals and their families successfully settle into life in Switzerland.

In dieser Folge von Tax and the City spricht Julia Tatje mit der selbstständigen Grafikdesignerin Christina Manger über ihre Erfahrungen mit Steuerberatung, Mehrwertsteuer, Selbstständigkeit und Vertrauen. Gemeinsam erzählen sie die Geschichte eines teuren Fehlers, der mehrere tausend Franken kostete – und zeigen, worauf Selbstständige bei Steuern, Buchhaltung und der Wahl ihrer Steuerberatung wirklich achten sollten.

In this episode, Julia Tatje sits down with Nadine Hunkeler, founder and CEO of Finance Phoenix, certified financial planner, educator, and passionate advocate for financial literacy in Switzerland.

Taxes are rarely just about numbers. In this episode, Julia Tatje sits down with executive coach Catherine Peloquin to explore why even highly capable people freeze over paperwork, deadlines, and financial admin. A conversation about stress, burnout, avoidance, nervous system regulation, and the hidden mental load behind taxes, pressure, and modern professional life.

Warum fällt es uns leichter, eine Hochzeit zu planen als ein Testament zu schreiben?

In dieser Folge von *Tax and the City* spricht Julia Tatje mit der Zürcher Rechtsanwältin Seraina Herold über Eheverträge, Testamente, Vorsorgeaufträge und die oft unterschätzten Folgen davon, wenn rechtliche Themen zu lange aufgeschoben werden.

Passports are no longer just identity documents. They have become part of long-term planning. In this episode, Julia Tatje speaks with Liana Wäckerli from Henley & Partners about second citizenships, residency planning, global mobility, and why more internationally mobile families are looking for security, flexibility, and optionality in an increasingly uncertain world.

RSUs (Restricted Stock Units) are a common form of equity compensation, but the tax implications are often misunderstood. In this episode, we explain what happens when RSUs vest, how they are taxed, and why many professionals face unexpected tax exposure. A practical conversation on timing, liquidity, and planning ahead.