X
CLient Portal
Watch the replay by filling out the form or continue scrolling to read the transcript
We hope you enjoy!
Oops! Something went wrong while submitting the form.
Hosted by 
This is some text inside of a div block.
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.

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.

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!

‍

Top Webinars
The HEART Act & the US Exit Tax - A 2025 Update
Will I Get Social Security as a Returned Aussie?
recent Webinars
The HEART Act & the US Exit Tax - A 2025 Update
Global Tax Planning, Maximizing Savings: 2024 Year-End Tax Strategies for US-Aussie Expats
Brave New World: Tax and Investment Changes Affecting Expats under the New Administration
How do i save more? am i on Track? what advice can I really Trust?

Access our comprehensive, unbiased financial guides here.

Schedule a 15-minute Fit Call
Our clients enjoy unbiased advice and no account management fees. Schedule your free consultation today.
Choose a Time
January 15, 2025
The HEART Act & the US Exit Tax - A 2025 Update
December 18, 2024
Global Tax Planning, Maximizing Savings: 2024 Year-End Tax Strategies for US-Aussie Expats
December 4, 2024
Brave New World: Tax and Investment Changes Affecting Expats under the New Administration
Join our Newsletter for Financial News and insights
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Arete Wealth Strategists

Minneapolis, MN
Brisbane, AUS
San Francisco, CA

info@arete-wa.com
HomeAbout UsGet StartedClient PortalClient ServicesServices and Fees
PostsWebinarsPrivacy PolicyBusiness OwnersFinancial PlanningInvestment Management
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.
‍Click here to read our Form Client Relationship Summary