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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.
Ashley Murphy, CFP® GFP Fellow, is a tri-citizen of the USA, Australia and the UK. He is the founder and Principal of Arete Wealth Strategists Australia, a fee-only, SEC Registered Investment Advisor providing financial planning and investment management firm for Australian/American expatriates in the United States and Australia. Ashley is also the Co-founder and Executive Director of the Global Financial Planning (GFP) Institute. The GFP Institute provides community, tools, and education for fiduciary financial advisors working with clients whose financial lives cross borders.
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.
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
- How might my heirs be impacted?
- How is the exit tax calculated?
- What might I do to plan ahead?
We hope you enjoy!
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Not at all. These webinars are designed for all American 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.