Event | US tax & estate planning considerations when moving back or from Australia

We are delighted to invite you to a very special presentation.

Marsha Laine Dungog, Partner, Wealth Planning & Tax, Withers (San Francisco) and David Laanemaa, Director, Bentleys NSW will present in Melbourne, Australia, on US tax and estate planning sensitivities that accompany individuals and families who are either relocating or moving to Australia from the United States and vice versa. 

This will include a discussion of common US tax traps and pitfalls invoving US-based investments, retirement and pension arrangements, estate plans and provide practical tips and resources for Australian based advisors to identify potential issues that could arise. 

Topics covered will include:

Pre-AUS immigration moves to make involving:

• US-based investment assets
• US retirement and pension plans
• US trusts and estate plans

Helpful tax strategies to mitigage adverse cross-border tax results when no planning has been undertaken:

• Preserving tax residency via treaty tie breakers
• Renunciation of US citizenship or abandonment of US lawful permanent resident status (aka green card)
• Formulating cross-border estate and succession plans
• Foreign Tax Amnesty Procedures

Pre-US immigration moves to make involving:

• AUS discretionary trusts, unit trusts, etc.
• Australian superannuation
• Div 296 and rollovers.

Refreshments will be served after the presentation.

Withers and Bentleys have launched an international alliance to offer clients legal and accounting advice on their business, personal and charitable affairs around the world. Find out more.

About the presenters

Marsha Laine Dungog is an international tax and estate planning partner at Withers based in San Francisco, California.  Marsha has over 25 years of experience advising HNW individuals, family office, founders and funds with international tax risks to address, providing cross-border tax solutions that streamline everyday affairs and succession planning for globally mobile families, expanding multinational operations, and US expats worldwide.  VIEW PROFILE

David Laanemaa is an experienced business services director at Bentleys; David has local and international experience on tax and cross-border matters.   As a private clients and tax specialist with a focus on cross border matters between Australia and the United States of America. David specialises in providing individuals, professionals and business groups with business and tax driven solutions on cross-border and local matters. VIEW PROFILE