Tax and the City

About Tax and the City

🇬🇧 Tax and the City - the podcast for everyone who's ever tuned out when taxes came up. I couldn't help but wonder: Does talking about taxes really have to be this dry? The answer: No. Definitely not. Julia Tatje, founder of taxum Personal Tax Boutique in Zurich, makes tax knowledge accessible - no jargon, just clarity, humour, and real stories. Whether it's imputed rental value, pillar 3a, or international tax questions: This is where you'll find the answers you actually need. And because taxes are always tied to life stories, Julia regularly welcomes fascinating guests to the podcast: people with international careers, entrepreneurs, expats, and anyone who is more than just their tax return. Tax and the City - personal over anonymous, boutique over assembly line. 🇨🇭 Tax and the City - der Podcast für alle, die bei Steuern bisher immer abgeschaltet haben. Ich konnte nicht umhin, mich zu fragen: Muss das Thema Steuern wirklich so trocken sein? Die Antwort: Nein. Definitiv nicht. Julia Tatje, Gründerin der taxum Personal Tax Boutique in Zürich, macht Steuerwissen verständlich - ohne Fachchinesisch, dafür mit Humor und echten Geschichten. Ob Eigenmietwert, Säule 3a oder internationale Steuerfragen: Hier wird erklärt, was Sie wirklich wissen wollen. Und weil Steuern immer auch Lebensgeschichten sind, begrüßt Julia regelmäßig spannende Gäste im Podcast: Menschen mit internationalen Karrieren, Unternehmerinnen, Expats und alle, die mehr sind als ihre Steuererklärung. Tax and the City - persönlich statt anonym, Boutique statt Massenabfertigung.

Publisher

Julia Tatje

Category

business · business · education

Language

en

Explicit

No

First episode

4 Dec 2025

Latest episode

7 Oct 2026

Latest episodes

18 episodes in the feed.

1. 

   7 Oct 2026

   18 - Traumhaus, Umbau, Steuerfalle: Wenn die neue Küche plötzlich nicht abziehbar ist, mit Jürg Furter

   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.

2. 

   23 Sept 2026

   17 - Liebe, Geld und Unabhängigkeit - weisst du wirklich, wo du stehst?

   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.

3. 

   9 Sept 2026

   16 - American in Switzerland? These Tax & Investment Traps Could Cost You with Arielle Tucker

   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 financial decisions need to work on both sides of the Atlantic, and why cross-border planning is far easier before a transaction than after it.

4. 

   26 Aug 2026

   15 - Was passiert mit deiner Wohnung, wenn dein Leben plötzlich woanders stattfindet? mit Andreas Delis

   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.

5. 

   12 Aug 2026

   14 - I Couldn't Help But Wonder... Am I Actually Insured, or Just Hoping for the Best? with Carole Janser

   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 is about much more than financial protection.

6. 

   29 Jul 2026

   13 - Moving to Switzerland Without the Stress - Relocation, Taxes & Expat Life with Julia Kaufmann

   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.

7. 

   15 Jul 2026

   12 - Wenn Profis nicht hinschauen, zahlst am Ende du mit Christine Manger

   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 wirklich achten sollten.

8. 

   1 Jul 2026

   11 - Financial Planning That Actually Makes Sense with Nadine Hunkeler

   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.

9. 

   17 Jun 2026

   10 - Pressure, Paperwork & Peace of Mind - Why Taxes Feel Heavier Than They Are with Catherine Peloquin

   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.

10. 

    3 Jun 2026

    9 - Hochzeit geplant – und der Rest? mit Seraina Herold

    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.

11. 

    20 May 2026

    8 - One Passport Isn’t Enough – Rethinking Mobility, Security, and Belonging with Liana Wäckerli

    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.

12. 

    7 May 2026

    7 - RSUs and Vesting - What No One Tells You About the Tax Impact

    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.

13. 

    29 Apr 2026

    6 - You Can Afford It. That Doesn’t Mean You Can Buy It - Buying Property in Switzerland with Peter Bloemsma

    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. From Lex Koller restrictions to permit limits, residency status, and the myths around company structures, this conversation breaks down what actually determines whether a purchase is possible.

14. 

    15 Apr 2026

    5 - I Thought I’d Figure It Out Later - The Real Cost of Waiting to Invest

    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, successful women delay financial decisions. One number stands out: waiting just two years to invest 500 CHF per month can cost you around 50,000 CHF over 20 years. They talk about the emotional side of money, the hidden impact of pension gaps across countries, and what it actually takes to build financial confidence especially for internationally mobile women. Because this isn’t just about money. It’s about clarity, confidence, and starting before you feel ready.

15. 

    1 Apr 2026

    4 - Was tun, bevor der Eigenmietwert Geschichte ist? mit Bastian Thurneysen

    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 offen ist. Themen dieser Folge: Eigenmietwert und seine geplante Abschaffung, werterhaltende vs. wertvermehrende Investitionen, steuerliche Behandlung von Renovationen und Energiesanierungen, strategische Planung von Schuldzinsen, kantonale Unterschiede bei der Steuerveranlagung und was Wohneigentümer:innen jetzt noch konkret tun können, bevor das System wechselt. Julia Tatje ist Gründerin der taxum AG, einer Personal Tax Boutique in Zürich für Privatpersonen mit komplexen steuerlichen Situationen. Bastian Thurneysen ist Rechtsanwalt und Steuerexperte bei Burckhardt mit Fokus auf Steuer- und Immobilienrecht.

16. 

    1 Apr 2026

    3 - From Corporate to Portfolio - One Woman's Reinvention with Xenia Tao

    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 gives you the freedom to focus on the work itself. Topics covered include self-employment in Switzerland, managing multiple income streams compliantly, the difference between genuine self-employment and Scheinselbstständigkeit, social security obligations for independent professionals, pension planning outside a single employer, and how the right advisor reduces cognitive load, not just paperwork. Julia Tatje is the founder of taxum AG, a personal tax boutique in Zurich specialising in complex and cross-border tax situations for internationally mobile professionals. Xenia is a former banking executive turned independent professional, and living proof that reinvention is possible and manageable. For informational purposes only. Not legal or tax advice. Consult a qualified professional.

17. 

    1 Apr 2026

    2 - The Swiss-US Tax Mistakes Nobody Warns You About with Darlene Hart

    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 contributions that quietly increase your US tax bill, to estate tax bills landing on Swiss heirs who never set foot in America. Topics covered include US worldwide taxation for Americans and green card holders in Switzerland, Swiss-US tax treaty planning, FBAR reporting, Pillar 3a for US persons, 401(k) and IRA planning across borders, and US estate tax exposure for Swiss nationals investing in US stocks. Julia Tatje is the founder of Taxum AG, a personal tax boutique in Zurich specialising in complex cross-border tax situations. Darlene Hart is a US-qualified tax specialist based in Switzerland with decades of experience in expatriate taxation, treaty planning, and cross-border estate structuring. For informational purposes only. Not legal or tax advice. Consult a qualified professional.

18. 

    4 Dec 2025

    Why Taxes can "beat" the Psychiatrist – The Woman Behind taxum

    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. Plus: What's the deal with imputed rental value, why Swiss tax returns aren't as scary as you think, and what surprising hobby does a tax advisor have?

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.