...

July 8, 2021

Leaving the US Permanently with / without Retirement Funds?

  Please feel free to visit https://htj.tax/podcast/ to watch / listen to conversations with thought leaders We have several clients each month surrendering a US passport or Green Card.  A common question we are asked is about tax efficient methods for extracting retirement funds from the US. If we assume a mixed couple (one a US taxpayer […]

Leaving the US Permanently with / without Retirement Funds? Read More »

[ LIVESTREAM ] AUSTRALIA/U.S. TAXES FOR INTERNATIONAL ENTREPRENEURS AND EXPATS – 8th July 2021

VOICE OVER: This podcast channel it’s about you, successful international entrepreneurs, successful ex-pats, successful investors. Sponsored by HTJ.tax. DERREN JOSEPH: So, my name is Derren Joseph from HTJ.tax which is a member of Moores Rowland Asia Pacific. And joining me today, I have my colleagues, Tony, and Grant. Tony, do you want to introduce yourself?

[ LIVESTREAM ] AUSTRALIA/U.S. TAXES FOR INTERNATIONAL ENTREPRENEURS AND EXPATS – 8th July 2021 Read More »

US Taxation of Australian Superannuation Funds

The United States Government has not officially classified the Australian Superannuation for U.S. tax purposes. Therefore, exactly how the IRS taxes contributions, growth, distributions, and reporting is still up for debate.   Nevertheless, there are some general accepted positions on U.S. Taxation of Australian Superannuation Funds. In this article, we will touch on some of

US Taxation of Australian Superannuation Funds Read More »