The US Exit Tax (HEART Act 877A) webinar was held on March 17, 2026, discussing who is subject to the act, implications for covered expats, potential changes under the Trump presidency, and planning strategies for 2026.
Some of the relevant issues Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, CFP® GFP Fellow discussed include:
- What is the HEART act and who is subject to it?
- What is a covered Expat and what are the consequences?
- Changes that might be coming in the Trump presidency
- What is the ‘Residence-Based Taxation for Americans Abroad Act’ and what its implications might be with regards to the HEART Act
- How might my heirs be impacted?
- How is the exit tax calculated?
- What might I do to plan ahead?
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