One of our goals is to educate and help you understand the issues you face with your portfolios and wealth. In order to do this, we regularly hold webinars on essential topics that pose a risk to your investments and the options you have in taking steps towards protecting your wealth and truly internationally diversifying. 

We are currently working on our topic and the timing of the next webinar. To stay up-to-date on the upcoming webinar, you can sign up for The Swiss View mailing list here.

Upcoming Webinar

Topic: International Investing and U.S. Taxes
Date: 19.11.2025
Time: 11:00 A.M. EST

Sign up here: Register for Webinar

Description:

Join us for an insightful webinar exploring how to navigate international investing while staying compliant with U.S. tax regulations. Hosted by Jess Roberson of WHVP, this session will uncover the key advantages of Swiss banking and wealth management for American investors. We’ll also welcome Steven Miller, CPA, of Steven Miller & Co. LLC, who will provide expert insights into U.S. tax considerations for Americans with foreign investments. Steven will help you understand how to manage your global portfolio without unexpected tax pitfalls. Whether you’re already investing internationally or considering expanding beyond U.S. borders, this webinar will give you the knowledge and confidence to make informed decisions.

Previous Webinar