Bridging the Pacific: Crafting Tax-Smart Aussie Estates for US Beneficiaries скачать в хорошем качестве

Bridging the Pacific: Crafting Tax-Smart Aussie Estates for US Beneficiaries

In this webinar, Renuka Somers of Somers Tax Law, PLLC and Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP Fellow CFP® covered the following topics; Understanding the Australian Estate Tax System: An overview of how estates are taxed in Australia and key differences from the US system Australian Tax Implications when Inheriting Australian Assets for US Beneficiaries: Exploring the potential tax liabilities and reporting requirements for US heirs receiving Australian inheritances. Case Study of the Webb’s: 3 children with varying legal status Strategic Estate Structuring: Techniques for setting up Australian estates to minimize tax burdens on both sides of the Pacific. Tax Compliant Cross-Border Trusts: How to leverage trusts to optimize tax efficiency and asset protection for cross-border inheritances. US Trust with US Citizen and Australian Resident Beneficiaries: Consequences for grantors and beneficiaries Disclaimer: The content covered in this webinar is for general informational purposes only. The concepts discussed in this webinar are complex and the content has been simplified for discussion purposes. The information contained in this webinar and associated material is not intended to constitute legal advice, or to recommend a course of action to any individual, and does not create an attorney-client relationship between a webinar attendee and Renuka Somers Esq., or Somers Tax Law, PLLC. ========================================================================== Ready to work with us? Get started today: https://www.arete-wa.com/get-started Check out our case studies: American business owner living in Australia: https://www.arete-wa.com/case-study/1 High Net Worth Software Engineer American Couple Living in Australia: https://www.arete-wa.com/case-study/2 American Executive & Family, Permanently Relocated to Australia: https://www.arete-wa.com/case-study/3 About Arete Wealth Strategists: Global wealth management for American and Australian Expats. We bring strategy, structure, clarity, confidence and complianceto our clients’ global financial lives and keep it that way. ========================================================================== ✅ Other Videos You Might Be Interested In Watching: ✅ The “Living Between Two Countries - Our US Australia Experience! 🧡    • Living Between Two Countries - Our US Aust...   ✅ Getting your-401k / IRA Out of the US and to Australia 🧡    • Getting your 401k / IRA to Australia   ✅ Estate Tax Mitigation and Wealth Preservation Strategies for Exiting Australia / US Entrepreneurs 🧡    • Estate Tax Mitigation and Wealth Preservat...   ✅ The HEART Act & the US Exit Tax - A 2025 Update 🧡    • The HEART Act & the US Exit Tax - A 2025 U...   ✅ Social Security Changes in 2025 - What Americans in Australia or Australians in America Need to Know 🧡    • Social Security Changes in 2025 - What Ame...   ✅ Brave New World: Tax and Investment Changes Affecting Expats under the New Administration 🧡    • Brave New World: Tax and Investment Change...   ✅ The Comprehensive Departure Planning Guide for those Planning their Australian Move 🧡    • The Comprehensive Departure Planning Guide...   ========================================================================== Relevant Hashtags: #EstateTax #TaxMitigation #WealthPreservation #EstatePlanning #TaxPlanning #WealthManagement #InternationalTaxPlanning #ExpatTax #GlobalTaxStrategy #EntrepreneurFinance #EntrepreneurWealth #HighNetWorth #USAustraliaTax ========================================================================== Areté Wealth Strategists Australia @aretewealthstrategistsAU