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Ashley works with clients to bring strategy, structure, clarity and confidence to their global financial lives and keep it that way. In 2013, Ashley founded Arete Wealth Strategists, a fee-only financial planning and investment management firm for Australian/American expatriates.
The HEART Act & the US Exit Tax - A 2025 Update
Watch the recording of the January 14th webinar on the HEART Act and US Exit Tax, discussing implications for Americans in Australia and Australians in America, including tax calculations and planning strategies.
Topics 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
Investment advisory services offered through Areté Wealth Strategists, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Telephone number 888.544.3250. Please Access Our Client Relationship Summary Here
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