Arete Wealth Strategists Australia invites you to join us for a Zoom Webinar entitled 'Financial Planning Considerations of Mixed Nationality Couples Part 2.'
Tuesday, July 20th at 8:30 PM EDT / 5:30 PM PDT, which will be Wednesday, July 21th at 10:30AM in Brisbane/Sydney/Melbourne.
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/Australia) CFP®, AIF® CEPA™ will focus on the issues facing mixed nationality couples where one spouse or partner is a U.S. person (citizen or green card holder) and the other spouse or partner is a non-U.S. tax resident (a/k/a “nonresident alien”).
Some of the relevant issues that will be addressed include:
Investment account restrictions and complications
How the 'situs' or location of an asset determines its taxation
Rules for Controlled Foreign Corporations
Identify various strategies that mixed nationality couples might use to mitigate income and estate tax liabilities from the U.S. side
Outline relevant estate planning considerations (gifting, QDOTs, portability, and treaties)
The presentation will be followed by a live Question and Answer Session
I hope you can join us!
Host: 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.