Giving Across Borders - Options for Tax Effective Gift Giving

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.

Guest: Miguel Gomez, CFP® EA

Miguel Gomez is the Wealth Advisor for Hispanic/Latino Investors at Lauterbach Financial Advisors. He was born in Mexico City and moved to El Paso in 2007. More Info

Miguel started at Lauterbach in 2009 and became a Certified Financial Planner™ professional in 2014. He obtained the Enrolled Agent designation in 2022.

Miguel loves to help people use their resources in alignment with their values and what’s important to them, like helping pre-retirees and retirees to enjoy this state in their lives, assisting professionals in building multigenerational wealth, or serving business owners with interests on both sides of the border.

Miguel’s mission is to reduce the Latino Wealth Gap, and, as a result, he’s given many talks through non-profits and Employee Resource Groups from mid-size companies to Fortune 500 organizations, with topics ranging from “Personal Finance 101” to “Multigenerational Wealth.”

In addition, since 2014, Miguel has produced Dinero en Español, a podcast where he shares his views on personal finance and interviews remarkable Latinos. Dinero en Español was a finalist of the FiComm Advisor Podcast Awards in 2021 and was awarded “Best Business Podcast” in the 2018 Latin Podcast Awards. As of August, 2022, Dinero en Español has garnered over 650,000 downloads.

Miguel is regularly featured in the media, having appearances in the Wall Street Journal, Sirius XM Wharton Radio, Yahoo! Finance, CBS MoneyWatch, Fatherly, El Paso Inc., Por El Placer de Vivir con el Dr. Cesar Lozano, KVIA, Telemundo El Paso & Univision El Paso, among others. In 2022, Miguel was honored in the “40 Under 40” awards by InvestmentNews, a leading publication in the financial industry.

When not working with clients or producing his podcast, Miguel loves to build LEGO® sets with his children, go to hikes, learn new recipes to cook for his family and hunt for pre-1900 books.