Event details

The third session in our 3-part US series on Trust Structuring with USTAXFS. The last of our series will be a US/UK/Swiss law discussion on pensions, contributions, distributions, transfers and what happens upon death. A live Q&A will follow an overview on the key issue by our expert panel.

We are delighted to be joined by:

Darlene F Hart - Founder, US Tax & Financial Services, Zurich (est 1986). With offices in London, Zurich and Geneva, and clients in over 30 countries, the firm provides US tax advice, planning, and compliance services for individuals, partnerships, corporations, trusts and estates throughout the world.

Darlene has over 30 years of tax, accounting, financial and retirement planning experience. Her dynamic presentations on tax and financial matters, including the growing global transparency of the tax industry, make her a sought-after speaker to other professionals, banks, investors, accountants and the general public.

Today, much of her efforts are devoted to helping private clients become compliant with their US tax obligations through various voluntary disclosure programs and options available with the Internal Revenue Service. She also advises banks, financial institutions and trust companies on the US government's FATCA legislation, which directly affects their relationships with their US clients, as well as assisting the companies and their beneficiaries in meeting their US tax filing obligations. Darlene holds a BS in Accounting and a MS in Tax from the University of Houston. She is an Enrolled Agent and a member of the Association of International Accountants.

Patrick Hoza - Tax Director, US Tax & Financial Services, Zurich. Patrick has 30 years of experience with US individual expatriate taxation and 23 years of being an expat himself including; Switzerland, France, Russia and Japan (twice). His main area of focus is with Expat and High Net Worth Individuals, streamline/voluntary disclosure filings , expatriation and tax consulting. While at the big four, he worked on many large multinational programs, including Novartis, BP, Hewlett Packard and General Electric.

Michael Donev Esq. - Financial Adviser, swisspartners Advisors, Zurich. Michael is an attorney licensed in New York and Washington state, and currently serves as a financial adviser at swisspartners Advisors in Zurich. Before making the shift to the world of finance, Mr. Donev practiced in the U.S., France, Belgium, and Switzerland at law firms and intergovernmental organizations, and was in-house counsel for international corporations.

Mr. Donev has developed expertise in international banking, cross-border transactions, and data privacy. He is a published author and enjoys writing on international law and banking topics.

Dr. Julian Kläser - Senior Associate - Meyerlustenberger Lachenal, Zurich. Julian is a senior associate and tax expert at Meyerlustenberger Lachenal. His practice focuses on Swiss domestic and international tax law for individuals and corporates. He has particular experience in tax matters related to individual taxation also including high-net worth individuals and all tax aspects of their private and business activities.

Jonathan Lochery - Sales Director, IPM, UK. Jonathan is the Sales Director for IPM and co-owner of IPM and has been with the firm for 21 years. IPM specialises in providing technical and bespoke solutions for the financial intermediary sector. He also chairs the firm's InvestmentCommittee. IPM has worked with international tax firms for many years providing multi-currency retirement solutions for its clients. It currently has 5,000 clients and administers retirement contracts for its members totalling some £2.75Bn.

If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).