In this episode of Swiss Money Secrets, Neal Weiss and Jonathan Tiegerman from Tiegerman Tax analyze what US persons can expect in terms of tax and economic policy as Donald Trump prepares to re-enter the White House in 2025. They explore potential shifts in estate and gift taxes, corporate tax rates, and the Tax Cuts and Jobs Act (TCJA), considering the likelihood of extensions or changes to existing provisions. With a focus on estate planning and wealth preservation, the discussion covers strategies such as gift tax planning, charitable giving, and the impact of these changes on both domestic and offshore investments. The episode also looks at market reactions to the election, such as the strengthening of the US dollar, possible interest rate reductions, and the implications of Trump's "America First" policies for the broader economic landscape. For anyone aiming to safeguard their wealth, this episode provides a comprehensive overview of what may lie ahead and offers strategies to adapt to an evolving tax environment.
Discover why Switzerland is a safe haven for hardworking Americans seeking to protect their assets from risks like currency devaluation, frivolous lawsuits, market volatility, and lack of privacy protection. Tune in for insights on safeguarding your wealth with Swiss offshore banking and wealth management.
00:00 Intro
00:25 The Swiss react to the US election results
04:30 The legal process for changing tax laws
09:16 What laws are they looking to change
12:40 Are Trump's tax changes tax-neutral?
14:34 Systematic change likelihood
16:28 Will the estate inheritance tax exemption change?
18:20 Learning about "Project 2025:estate inheritance tax exemption"
21:00 Tax planning for the future
24:40 Final thoughts
Appearances (from left to right):
Jess Roberson, Jr. Relationship Manager
Neal Weiss, Senior Tax Manager at Tiegerman Tax & Advisory GmbH
Jonathan Tiegerman, Head of Tax Practice at Tiegerman Tax & Advisory GmbH
Jamie Vrijhof-Droese, Managing Partner
Tiegerman Tax & advisory: https://www.tiegermantax.com/
Contact: info@tiegermantax.com
Connect with Jonathan: https://www.linkedin.com/in/jonathan-tiegerman-379b017/
Connect with Neal: https://www.linkedin.com/in/neal-weiss-ea-99a531b3/
Contact WHVP:
Website: https://whvp.ch/
Email: info@whvp.ch
Telephone: +41 44 315 77 77
Schedule a Meeting: https://whvp.ch/get-started
About WHVP:
WHVP is not just another asset manager. We are an independent firm specializing in managing the funds of private clients. Registered with the SEC in the US and located in Zurich, Switzerland, we are associated with several first-class private banks in Switzerland and Liechtenstein, which serve as custodian banks for our clients' accounts. Our asset management principles are rooted in conservative, long-term-oriented capital preservation strategies. We prioritize personalized service, crafting portfolios that are shielded against US Dollar depreciation while leveraging overseas investment opportunities.
Disclaimer:
All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.
