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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.

Brave New World: Tax and Investment Changes Affecting Expats under the New Administration

In case you missed yesterday's webinar, "Brave New World: Tax and Investment Changes Affecting Expats under the New Administration", the recording is now available.

In this webinar, Areté Wealth Strategists Australia Founder and Principal Ashley Murphy, CFP®, GFP Fellow walked through pertinent details of what tax and investment proposals we’ve heard from the incoming Trump administration, and what you can do to prepare.

Discussed Policy Proposals and Their Potential Impact Include:

  • Tax Cuts and Jobs Act of 2017 likely extended - lower rates and higher estate tax exemption likely in place
  • Changes to Social Security - removal of the Windfall Elimination Provision and Government Pension Offset provision
  • Discussion of former President Trump's proposal to end "double taxation" for US citizens living abroad
  • Analysis of how this proposal might affect US-Aussie expats if implemented
  • Changes to corporate tax rates and likely affect on stock prices
  • US government debt trajectory and exploration of systemic risks
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Investment advisory services offered through Arete Wealth Strategists, a Securities and Exchange Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota, California and in other jurisdictions where registered or exempted.
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