Der Eigenmietwert war jahrelang ungeliebt, oft missverstanden - und jetzt soll er abgeschafft werden. Plötzlich wollen alle wissen, was das für sie bedeutet. Julia Tatje spricht mit Bastian Thurneysen, Rechtsanwalt bei Burckhardt, über die Fehler, die gerade jetzt passieren, und darüber, warum die Entscheidungen von heute noch lange nachwirken werden - auch nach 2028.

Und ja, die beiden kennen sich seit einem Campingplatz irgendwo in den Bergen von Lesotho. Oder war es Südafrika? Egal - jetzt sind sie in Zürich, und das Thema ist ernst.

Wer bereits Wohneigentum besitzt: Das Fenster ist noch offen, aber es schliesst sich. Renovationen, Unterhalt und Energiesanierungen wollen zeitlich und steuerlich geplant sein. Wer jetzt handelt, spart nicht nur Steuern, sondern schafft Klarheit für die Zeit danach.

Wer über Kauf nachdenkt: Der Wegfall des Eigenmietwerts verändert die Rechnung. Szenarien für nach 2028 sollten heute schon mitgedacht werden.

Für alle: Steuern verzeihen keine Annahmen. Und dieses Thema ist keines für den Küchentisch, sondern für einen guten Plan.

Julia Tatje -- Swiss tax specialist for foreign nationals in Switzerland. Founder, Taxum AG, Zürichs Personal Tax Boutique für internationale und unternehmerisch geprägte Klientel.

Website: Bastian Thurneysen • burckhardt AG

LinkedIn: www.linkedin.com/in/bastian-thurneysen-70505ba5

E-Mail: [email protected]

→ Website: https://www.taxum.ch/

→ Kontakt Julia: https://www.taxum.ch/kontakt

Dieser Podcast dient ausschliesslich der Information und stellt keine Rechts- oder Steuerberatung dar. Bitte konsultiere eine qualifizierte Fachperson für deine individuelle Situation.

After more than a decade in global banking, Xenia made the decision to step into something new. Not a pivot, not a side hustle. A reinvention. In this episode, Julia Tatje sits down with Xenia to talk about what really happens when the professional identity you spent years building no longer fits, and what it actually takes, practically and personally, to build what comes next. It turns out the paperwork was never the hard part. They discuss the tax, pension, and structural questions that catch most people off guard, and why clarity in these areas is what gives you the freedom to focus on the work itself.

Leaving a long corporate career: Multiple income streams can be just as stable as one employer, often more so. The structure exists to support what you are building, not to complicate it.

Going independent in Switzerland: You do not need permission. You need receipts, the right social security setup, and someone who understands the difference between genuinely self-employed and what the Swiss authorities call Scheinselbstständigkeit, or fake freelancing. The distinction matters more than most people realise.

Feeling overwhelmed by the practicalities: That is exactly the moment to call an expert. Not your neighbour. Not the person in your old office who did it differently. An expert.

Julia Tatje - Swiss tax specialist for internationals. Founder, taxum AG.

→ Website: https://www.taxum.ch/

→ Contact Julia: https://www.taxum.ch/kontakt

This podcast is for informational purposes only and does not constitute legal or tax advice. Always consult a qualified tax professional regarding your individual situation.

You've got your people. But are your people talking to each other? In this episode, Julia Tatje and Darlene Hart reveal the cross-border tax blunders quietly costing Americans in Switzerland, Swiss nationals with US investments, and green card holders who think they've escaped the IRS. Spoiler: you haven't.

In This Episode

The Bottom Line

Americans & green card holders in Switzerland: You owe US tax on worldwide income. Full stop. Your Pillar 3A won't save you. Your IRA can stay invested - even in Swiss francs -so don't touch it.

Swiss nationals & foreign investors: Owning US stocks personally? Your heirs may face a US estate tax bill. A simple holding structure fixes this before it becomes their problem.

Everyone: Get your advisors in the same room. Most of these disasters were entirely avoidable.

Your Hosts

Julia Tatje - Swiss tax specialist for foreign nationals in Switzerland.

Listen and Connect

→ Website: https://www.taxum.ch/

→ Contact Julia: https://www.taxum.ch/kontakt

This podcast is for informational purposes only and does not constitute legal or tax advice. Always consult a qualified tax professional regarding your individual situation.

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