Educational Videos - U.S. Residents

Top Ten Tax Considerations for Swiss Nationals Moving to the USA – Financial Education Video Library

August 16, 2021

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

Financial Education Video Library – Introduction

August 2, 2021

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

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The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Swiss American Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Swiss American Wealth Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Marina Hernandez is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swiss American Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Marina Hernandez offers tax preparation services under MHTax, this is considered an outside business activities from Dynamic Wealth Advisors and is separate and apart from Ms. Hernandez's activities as an investment advisor representative of Dynamic Wealth Advisors. Insurance products are not offered through Dynamic Wealth Advisors. This is considered an outside business activity and is separate and apart from advisory services offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See adviserinfo.sec.gov/IAPD by searching under crd #151367.

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Educational Videos - U.S. Residents

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Educational Videos - U.S. Residents

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