Tax and the City

In dieser Folge von Tax and the City spricht Julia Tatje mit Immobilienunternehmer Jürg Furter über Renovationen in der Schweiz - und darüber, warum Bauchgefühl allein weder eine Baustelle noch eine Finanzierung trägt.

In dieser Folge von Tax and the City spricht Julia Tatje mit der Finanzplanerin und Finelles-Gründerin Clara Creitz über finanzielle Unabhängigkeit, Teilzeitarbeit, Vorsorgelücken, die Heiratsstrafe und die finanziellen Risiken im Konkubinat.

In this episode, Julia Tatje speaks with Arielle Tucker, CFP® and IRS Enrolled Agent at Connected Financial Planning, about the financial and tax challenges facing US citizens and green card holders living in Switzerland. They explore Pillar 3a, PFICs, US filing obligations, green cards, Swiss property, currency gains, LLCs and the limitations of tax treaties. Most importantly, they explain why fi...

In dieser Folge von Tax and the City spricht Julia Tatje mit Andreas Delis, Gründer von Smart Depart, über temporäre Untervermietung, möblierte Wohnungen und all die kleinen und grossen Fragen, die entstehen, wenn das eigene Zuhause während einer längeren Abwesenheit nicht leer stehen soll.

In this episode, Julia Tatje speaks with Carole Janser from SIFA about the biggest insurance misconceptions in Switzerland. Together they discuss liability insurance, health insurance, legal protection, salary continuation, cyber risks and insurance for entrepreneurs and self-employed professionals. Learn which policies are essential, what many internationals misunderstand, and why good insurance...

In this episode, Julia Tatje sits down with Julia Kaufmann, co-founder of Alliance Relocation, who has spent years helping international professionals and their families successfully settle into life in Switzerland.

In dieser Folge von Tax and the City spricht Julia Tatje mit der selbstständigen Grafikdesignerin Christina Manger über ihre Erfahrungen mit Steuerberatung, Mehrwertsteuer, Selbstständigkeit und Vertrauen. Gemeinsam erzählen sie die Geschichte eines teuren Fehlers, der mehrere tausend Franken kostete – und zeigen, worauf Selbstständige bei Steuern, Buchhaltung und der Wahl ihrer Steuerberatung wir...

In this episode, Julia Tatje sits down with Nadine Hunkeler, founder and CEO of Finance Phoenix, certified financial planner, educator, and passionate advocate for financial literacy in Switzerland.

Taxes are rarely just about numbers. In this episode, Julia Tatje sits down with executive coach Catherine Peloquin to explore why even highly capable people freeze over paperwork, deadlines, and financial admin. A conversation about stress, burnout, avoidance, nervous system regulation, and the hidden mental load behind taxes, pressure, and modern professional life.

Warum fällt es uns leichter, eine Hochzeit zu planen als ein Testament zu schreiben? In dieser Folge von *Tax and the City* spricht Julia Tatje mit der Zürcher Rechtsanwältin Seraina Herold über Eheverträge, Testamente, Vorsorgeaufträge und die oft unterschätzten Folgen davon, wenn rechtliche Themen zu lange aufgeschoben werden.

Passports are no longer just identity documents. They have become part of long-term planning. In this episode, Julia Tatje speaks with Liana Wäckerli from Henley & Partners about second citizenships, residency planning, global mobility, and why more internationally mobile families are looking for security, flexibility, and optionality in an increasingly uncertain world.

RSUs (Restricted Stock Units) are a common form of equity compensation, but the tax implications are often misunderstood. In this episode, we explain what happens when RSUs vest, how they are taxed, and why many professionals face unexpected tax exposure. A practical conversation on timing, liquidity, and planning ahead.

Somewhere between dream properties and reality, there is a sentence many buyers don’t expect: You are not allowed to buy that. In this episode of Tax and the City, Julia Tatje speaks with Peter Bloemsma, founder of Swiss Advisory Services, about the reality behind buying property in Switzerland. Because in Switzerland, the question is often not can you afford it, but are you allowed to buy it. Fro...

Somewhere between building a career, moving countries, and doing everything right, finances become that thing we deal with later. Later, when we know more. Later, when it feels easier. Later, when we finally have time. But later can be expensive. In this episode, Julia Tatje speaks with Cristina Jaeger, founder of Her Financial Freedom, about the real cost of waiting to invest and why even smart,...

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 o...

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 give...

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 co...

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. P...