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.
Speakers
Ashley Murphy, CFP® GFP Fellow, is a tri-citizen of the USA, Australia and the UK. Ashley is the founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia.
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.
About this webinar
The Global Financial Planning Institute invites you to join us on Tuesday, Jan 14th at 1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT for a Zoom Webinar entitled 'The HEART Act & the US Exit Tax - A 2025 Update.'
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?
I hope you can join us!
FAQs
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Open webinars are free to everyone and premium webinars require payment by everyone except Full and Associate members.
No worries! We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.
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