Webinar
A Detailed Look at the U.S. Exit Tax for High Income Earners or HNW Individuals Planning to Leave the U.S

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Arete Wealth Strategists Australia invites you to join us for our next webinar entitled 'A Detailed Look at the U.S. Exit Tax for High Income Earners or High Net Worth (HNW) Individuals Planning to Leave the U.S.'

Date:

  • USA 🇺🇸 Tuesday, November 23rd at 5:30PM PT / 8:30PM ET

  • AUS 🇦🇺 Wednesday, November 24th at 10:30AM in Sydney/Melbourne (11:30am in Brisbane)

Description:

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/Australia) CFP®, AIF® will do a detailed run through of who is impacted by the U.S. exit tax and how that tax is assessed. Ashley will look at:

  • Your legal status in the U.S. and how that determines who is impacted by this tax

  • What it means to be a 'covered expatriate'?

  • How different assets are taxed - IRAs, 401Ks, real estate, Superannuation, stock options, capital gain assets

  • The 2021 capital gains exemption amount

  • Planning strategies to avoid or minimize this tax

I hope you can join us!

Be sure to register to be notified once the recording is available. You can find all our past webinars on our YouTube channel here.

Webinar Registration:

Presenter: Ashley S. Murphy

Tri-citizen of the US, Australia and the UK & Principal of Areté Wealth Strategists Australia, Financial Planning firm based in the US, whose expat clients constitute 90% of its portfolio.

Frequently Asked Webinar Questions
 

1) Can I ask questions?
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.

 

2) Do I Need To Be A Client of Arete Wealth Strategists to attend?
Not at all. These webinars are designed for all Australian expats, not just clients of Atlas Wealth Management.

 

3) What If I register but can’t make it?
It’s all good. We will be recording the seminar and will send out a link a couple of days after.

 

4) Can I invite a friend to attend as well?
Certainly. Just give them this website address and ask them to register.