Financial Planning Considerations for Mixed Nationality Couples

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, CFP® GFP (USA) Fellow explored who mixed nationality couples are, and the unique challenges/opportunities they face.

Some of the topics we dive deeper into are;

Comparing the tax treatment of a US vs. Non-U.S. Person

Choosing a U.S. Tax Filing Status

Exploring the 6013(g) election is and when it might be used

Strategies to Make the Most of the Mixed-Nationality Status

We hope you enjoy it!