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Strategic Exits for High-Growth Australian Businesses: Navigating US/Australian Cross-Border Tax & Estate Planning
Join the webinar on March 18th to explore tax and estate planning strategies for Australian business owners with US ties, focusing on optimizing exits and mitigating double taxation during liquidity events, mergers, or IPOs. Key topics include QSBS opportunities, estate tax mitigation, and post-exit wealth preservation.
Ashley Murphy, CFP® GFP Fellow, is a tri-citizen of the USA, Australia and the UK. Ashley is the founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia.
From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He served as a Knowledge Circle host for the Financial Planning Association's International and Cross-Border Knowledge Circle (2017 - 2019), and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the few financial advisors qualified in multiple countries. Ashley has been quoted in the Wall Street Journal and profiled in Financial Advisor Magazine.
Ashley lives with his wife Eliza, and daughters Elise & Jasmine in Minneapolis, MN. He enjoys cycling, reading and world travel. He is a futurist with interests in architecture, renewable energy and demographics.
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, CFP® GFP Fellow will explore critical tax and estate planning considerations for Australian citizen business owners with US/Australian cross-border ties who are preparing for liquidity events, mergers, acquisitions, or IPOs.
Designed for entrepreneurs whose net worth may exceed US estate tax thresholds ($13.99M per individual in 2025), the webinar will address strategies to optimize exits while mitigating exposure to double taxation, PFIC complexities, and wealth transfer inefficiencies.
Some of the relevant issues that will be addressed include:
- QSBS (Qualified Small Business Stock) Opportunities
- Eligibility criteria for Australian businesses with US subsidiaries or operations
- Maximizing $10M+ capital gains exclusions under IRC §1202
- Interaction with Australia’s CGT regime and double tax agreements
- QBI Deductions & Pass-Through Entity Optimization
- Structuring US LLCs/partnerships vs. Australian family trusts for §199A benefits
- Impact of cross-border ownership on Qualified Business Income thresholds
- Estate Tax Mitigation Strategies
- Navigating the $13.61M US estate tax exemption (IRC §2010) for non-domiciled Australians
- Irrevocable life insurance trusts (ILITs), GRATs, and CRTs in cross-border contexts
- Pitfalls of Australian testamentary trusts under US tax code
- Exit Tax & Expatriation Planning
- IRC 877A implications for green card holders/long-term residents
- Pre-exit restructuring to avoid Covered Expatriate status
- Community property vs. common law title optimization (CA/NV/TX considerations)
- Post-Exit Wealth Preservation
- State-specific residency planning (no-income-tax jurisdictions vs. California’s 13.3% rate)
- Cross-border philanthropic vehicles (DAFs, private foundations)
We hope you can join us!
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Not at all. These webinars are designed for all Australian expats, not just clients of Arete.
It’s all good. We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.