Marina Hernandez, as a spotlight guest on Bloomberg Tax & Accounting. The Bloomberg Spotlight highlights notable tax professionals across the globe. In this edition, Swiss American CEO Marina Hernandez was picked to be the week’s spotlight guest. In the blog post, she shared some interesting facts about herself that give the audience an idea of what she enjoys doing when her head isn’t buried in tax-related work. In this article,
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Meet Our New Team Member Andrew Leeman
Swiss American Wealth Advisors welcomes new Associate Planner, Andrew Leeman. Starting November of 2021, Andrew joined Swiss American Wealth Advisors to help us support the firm’s financial planning growth and operations. Andrew has an academic background in Economics and brings five years of experience in financial services at a Fortune 100 company. Andrew is currently pursuing the enrolled agent tax credential and the CFP® designation. Tell us about yourself and
Cross-border Financial Planning w/ Marina Hernandez EA, CFP®, CEPA
Marina Hernandez, as a special guest of Just Peachy! Just Peachie Show is a show where Peach Insurance Services, LLC’s Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). In this episode, Peachie interviews Marina Hernandez EA, CFP®, CEPA. During the show, they discuss global financial planning, specifically for those
Top Ten Retirement Planning Considerations for U.S. Citizens Moving to Switzerland
In the beginning, there was Pillar 1 Your Swiss retirement rests in the hands of three pillars. We will begin by talking about the first pillar. Switzerland’s social security system is usually referred to as Pillar 1 (or AVS or AHV). Salaries are taxed for Swiss social security just like the USA, but with a big difference: there is no salary cap on Swiss social security contributions. Do you make
December 15th Tax Extension For Americans Abroad
October 15th not enough time to file your taxes? No problem for US expats. Are you a US expat who hasn’t filed their tax return yet? Are you still missing the foreign documents you needed for your US tax return? If the looming October 15th filing deadline is causing you stress, do not panic. You can request two extra months to file. Keep reading to learn how! US federal tax
Meet Our New Team Member Nate Jefferson
Swiss American Wealth Advisors welcomes new Marketing Associate, Nathan Jefferson. Starting September of 2021, Nathan has joined Swiss American Wealth Advisors to help us develop a video library of financial education content geared toward Swiss American families with US-Swiss cross-border planning needs and to support our digital marketing initiatives. Nathan is a student at Michigan State University, where he will earn his BA in Finance with a concentration in Financial
Top Ten Tax Considerations for Swiss Nationals Moving to the USA – Financial Education Video Library
This video and accompanying blog post cover the top tax considerations for Swiss Nationals should consider when moving to the United States. Living in the U.S.A can be exciting, but it also creates a unique set of tax challenges. If you haven’t viewed the introductory video to our financial education library, please take three quick minutes to watch it before you get started with the tax one. It will help
Top Ten Tax Considerations for US Citizens Moving to Switzerland – Financial Education Video Library
This video and accompanying blog post cover the top tax considerations US citizens and green card holders should consider when moving and living in Switzerland. Living in Switzerland can be exciting, but it also creates a unique set of tax challenges that US expats need to be aware of, If you haven’t viewed the introductory video to our financial education library, please take three quick minutes to watch it before
Financial Education Video Library – Introduction
Welcome to the Swiss American Wealth Advisors Financial Education Video Library! This is a free educational resource designed to help individuals and families with US and Swiss ties understand how to navigate their US/Swiss crossborder financial planning needs. What is US/Swiss crossborder financial planning? If you are an individual or family with US and Swiss financial ties, either because you are Swiss living in or relocating to the USA, American living in or relocating to Switzerland, the owner
Swiss American Celebrates One Year Anniversary
We at Swiss American are happy to celebrate our one year anniversary as a firm! We would like to take this time to share an interview, conducted by Justin Halvorson, our first summer associate, to reflect on why we chose to found Swiss American, what we have accomplished so far, as well as some new exciting updates we are rolling out in the coming months. Our Mission is to empower
