Special Exit Planning for Green Card Holders from Tax Treaty Countries
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Tuesday, September 19th (150 Seats)
11:00 AM PT / 1:00 PM CT / 2:00 PM ET
Host: Ashley S. Murphy, GFP (USA/AUS) CFP® AIF®
Ashley Murphy, GFP (USA/AUS) CFP® AIF® is a tri-citizen of the USA, Australia, and the UK. He 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. More Info
Upon settling upon his target market of Australian-American-British expatriates, Ashley grew his firm’s revenue almost 300% in 18 months. In pre-Covid times, Ashley would travel around the U.S. regularly to visit clients and would spend a month in Australia each year with his family to keep current on their financial planning issues, visit clients and attend conferences.
From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He was formerly a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the Financial Planning Association (2017 - 2019) and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the only financial advisors educated in both advice markets. Ashley has been quoted in the Wall Street Journal, profiled in Financial Advisor Magazine, and has written several guest-blogs for Michael Kitces’s Nerd’s Eye View.Ashley presently lives with his wife Eliza, and daughters Elise & Jasmine in Brisbane, Australia. He enjoys cycling, reading, and world travel. He is a futurist with interests in architecture, renewable energy, and demographics.
Host: Melvin A. Warshaw Esq
Melvin currently represents U. S. and non-U. S. high net worth individuals, families and companies on a wide range of personal and business tax matters, especially in connection with cross-border income and estate tax planning and compliance in the U.S. More Info
Mr. Warshaw received an L.L.M. (Tax) from Georgetown University Law Center. He received a J.D. from St. Louis University School of Law and he received a B.A. cum laude from the University of Rochester.
In this premium webinar, Melvin A. Warshaw Esq will look at the:
- Green Card Status and the Tax Problems of Holding a Green Card Too Long
- How to Mitigate Future U.S. Tax Problems on Departure From the U.S. For Green Card Holders Living Abroad in a Tax Treaty Country
- Recent Experience of Green Card Holders Who No Longer Live in the US
- Special planning for retirement plan accounts owned by Green Card holders
- Why Avoiding “Covered Expatriate” Status is So Important
We hope you can join us!
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