In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/Australia) CFP®, AIF® CEPA™ focuses on the issues facing mixed nationality couples where one spouse or partner is a U.S. person (citizen or green card holder) and the other spouse or partner is a non-U.S. tax resident (a/k/a “nonresident alien”).

Some of the relevant issues addressed include:

-Investment account restrictions and complications
-How the ‘situs’ or location of an asset determines its taxation
-Rules for Controlled Foreign Corporations
-Identify various strategies that mixed nationality couples might use to mitigate income and estate tax liabilities from the U.S. side
-Outline relevant estate planning considerations (gifting, QDOTs, portability, and treaties)

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