Publications

2018

Recovery of Foreign Withholding Tax

      Citywire Magazine legal brief, July

2017

The Swiss National Bank - Switzerlands Sovereign Wealth Fund

      Article in Inside Paradeplatz, October

2016

Top Ten U.S. tax forms you Need to know

      Article in Citywire magazine, November

The age of Automatic Information Exchange: Protection and security of Client information

      GGi Insider Magazine, May

Pension, Retirement Planning and Saving for Americans in Switzerland

      Presentation in Zurich, March

2015

Dealing with the United States and the IRS

      Article for PRIVATE - The Private Banking Magazine of Switzerland, March

2014

The Foreign Account Tax Compliance Act (FATCA), the OECD Common Reporting Standard and the road to full automatic Information exchange

      Presentation to Montreux Family Office summit, November

2013

The Foreign Account Tax Compliance Act: Overview, operational Impact and role of compliance

      Full day workshop to financial institutions in Singapore, June

2012

FATCA and the Road to International Automatic Information Exchange

      Article for PRIVATE, the private Banking Magazine of Switzerland, Q4

Operational Impact of FATCA, Impact of FATCA on the insurance industry

      

Private Placement Life Insurance: the Foreign Account Tax Compliance Act and a Solution for U. S. Persons

      Article, PRIVATE - the private Banking magazine of Switzerland, Q2

2011

Private Placement Life Insurance: The Foreign Account Tax Compliance Act (FATCA) and the Future for U.S. Persons

      Article, CFA Institute Private Wealth Management Newsletter Q4

Unit linked life insurance: Cost Drivers, hidden payments and the tax deferral Argument.

      Proceedings from 2011 CFA Institute annual Investment conference Q2

Article on the true cost and tax deferral Argument with private Placement life insurance

      

2010

Article on Retrocessions published in the Society for Trusts and Estate Practitioners (STEP)

      November
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