The U.S. Exit Tax and Issues Relating to Kids for HNW Individuals and Families Seeking Global Mobility

Some of the topics Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA) CFP® discussed include:
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1. What is the HEART act and who is a Covered Expatriate?

   1. An introduction to the HEART act

   2. What is a Covered Expatriate?

   3. What is the Capital Gains Exemption?

   4. How are different assets taxed?

   5. What are my options if I’m not a long term U.S. resident?

2. Kids —> Immigration, Estate Planning and Education

   1. Estate Planning —> Guardianship provisions

   2. Education

   3. Immigration & Work authority

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I hope you can join us!

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