All episodes

4 - Was tun, bevor der Eigenmietwert Geschichte ist? mit Bastian Thurneysen

4 - Was tun, bevor der Eigenmietwert Geschichte ist? mit Bastian Thurneysen

35m 25s

Der Eigenmietwert wird abgeschafft - aber wann genau, und was bedeutet das für Entscheidungen, die du heute triffst? In dieser Folge von Tax and the City spricht Julia Tatje mit Bastian Thurneysen, Rechtsanwalt und Steuerexperte bei Burckhardt, über die häufigsten Fehler, die Wohneigentümer:innen gerade machen, und darüber, warum das Fenster für steuerliche Optimierungen kleiner wird - aber noch offen ist.

Themen dieser Folge: Eigenmietwert und seine geplante Abschaffung, werterhaltende vs. wertvermehrende Investitionen, steuerliche Behandlung von Renovationen und Energiesanierungen, strategische Planung von Schuldzinsen, kantonale Unterschiede bei der Steuerveranlagung und was Wohneigentümer:innen jetzt noch konkret tun können, bevor das System wechselt.

Julia...

3 - From Corporate to Portfolio - One Woman's Reinvention with Xenia Tao

3 - From Corporate to Portfolio - One Woman's Reinvention with Xenia Tao

26m 23s

What happens to your tax situation, pension contributions, and social security when you leave a corporate career and go independent in Switzerland? In this episode of Tax and the City, Julia Tatje sits down with Xenia, a former global banking executive who spent 18 years in Zurich, to talk about what career reinvention actually looks like on paper - and why getting the structure right is what gives you the freedom to focus on the work itself.

Topics covered include self-employment in Switzerland, managing multiple income streams compliantly, the difference between genuine self-employment and Scheinselbstständigkeit, social security obligations for independent...

2 - The Swiss-US Tax Mistakes Nobody Warns You About with Darlene Hart

2 - The Swiss-US Tax Mistakes Nobody Warns You About with Darlene Hart

27m 23s

Americans in Switzerland think they've escaped the IRS. Swiss nationals with US stocks think estate tax doesn't apply to them. Green card holders think distance equals freedom. In this episode of Tax and the City, Swiss tax specialist Julia Tatje and US expatriate tax expert Darlene Hart dismantle the most costly cross-border tax myths -from FBAR traps hiding in joint credit cards, to Pillar 3a contributions that quietly increase your US tax bill, to estate tax bills landing on Swiss heirs who never set foot in America.

Topics covered include US worldwide taxation for Americans and green card holders in...

Why Taxes can

Why Taxes can "beat" the Psychiatrist – The Woman Behind taxum

27m 56s

In the very first episode of Tax and the City, meet the woman who makes taxes entertaining: Julia Tatje, founder of taxum Personal Tax Boutique in Zurich.
In conversation with Alexandra Weck, Julia shares why she left her marketing career behind to do tax returns for international professionals and families – and why her clients say 15 minutes with her is better than a visit to the psychiatrist.
Plus: What's the deal with imputed rental value, why Swiss tax returns aren't as scary as you think, and what surprising hobby does a tax advisor have?