WEBINAR RECORDING
The HEART Act & the US Exit Tax - A 2025 Update
Join the webinar on January 14, 2025, to learn about the HEART Act, its implications for expatriates, and the exit tax calculation, presented by Ashley Murphy, CFP® GFP Fellow. Topics include residency-based taxation and planning strategies for heirs.
Some of the relevant issues GFP Institute Executive Director Ashley Murphy, CFP® GFP Fellow will discuss 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?
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Originally recorded on
January 14, 2025