Expatriation from the U.S.: Tax & Financial Considerations
by Arielle Tucker
Thinking about renouncing your U.S. citizenship or giving up your U.S. green card? Expatriation is more than a personal or political decision, it carries complex tax and financial consequences that can impact your wealth for years to come. In this session, we’ll walk through the process of expatriation, who may be subject to the U.S. exit tax, and how to plan ahead. Learn how your net worth, tax history, and retirement assets factor in and explore strategies to reduce your exposure. This workshop is essential for U.S. citizens abroad considering a permanent break from the U.S. tax system.
A link to the course will be provided before the workshop.
Registration/Cancellation Deadline: March 3, 2026
Contact the WorkshopWeeks team for further information.
Arielle Tucker is a U.S. Certified Financial Planner™ and an IRS Enrolled Agent specializing in cross-border tax and financial planning. As the founder of Connected Financial Planning and host of the Passport to Wealth podcast, she helps Americans living in or relocating to Switzerland navigate the complexities of U.S. tax law, including expatriation. Arielle regularly advises clients on the financial, and emotional considerations of renouncing U.S. citizenship or giving up a green card, offering practical guidance to minimize tax exposure and ensure long-term financial security.
For more information, see www.connectedfinancialplanning.com.
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BANK TRANSFER (preferred method of payment)
- CHF 25 Members / CHF 40 Non-Members
- Click "invoice me" during registration and you will be sent an invoice via email
- Include NAME, the Workshop Title, and the REGISTRATION NUMBER with your payment. This is the only way your payment can be identified.
Payment to: Account Name:
UBS AG American Women’s Club of Zurich
Bahnhofstrasse 45 Höschgasse 38
8001 Zürich 8008 Zürich
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TWINT payments (include 4% service charge)
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PayPal payments (include 4% service charge)
- CHF 26.00 Members / CHF 41.60 Non-Members
- Click "pay online" during registration and you will be directed to PayPal
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For link to PayPal, click here
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Include NAME, the Workshop Title, and the REGISTRATION NUMBER with your payment. This is the only way your payment can be identified.
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AWCZ Cancellation and No Show Policy
The participant/s will be billed for the Workshop unless she/he has cancelled before the cancellation deadline.
Photo and Media Policy
By attending, you agree that the photographs and film recorded during the event that include your image may be used for promotional purposes by the AWCZ. When attending an event, please notify the organizer in advance that you don't want your photo or a video taken.
Personal Risk
Participation in AWCZ Activities or Events or the use of AWCZ property is entirely at the participant’s and/or organizer’s own discretion and/or own risk. Neither the AWCZ nor its representatives shall be held responsible for injury, damage, or loss incurred by anyone’s participation in AWCZ Events or the use of AWCZ property.
