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U.S. Taxes for Australians

Navigating Taxes as an australian in the US

U.S Taxes for Australians (2022)

​On the 2nd February 2022 Amy Meyer from Aussie Recruit hosted Jason Stoch from UpTrend Advisory to talk about U.S. Taxes for Australians. 
This 60 minute recording includes:
  • US Tax refresher
  • Understanding key US tax triggers (e.g. Substantial Presence residency test, FBARs)
  • How to treat Investment properties, Shares/Stocks, 401k/Superannuation
  • Details on the Tax Treaty between the US and Australia
  • Latest Covid relief affecting US taxpayers
  • Live Q&A
The information presented in this recording is current as of Feb 2nd 2022 and is subject to change.
​ The presentation provides general information on tax and accounting matters and should not be relied upon as advice. If you require tax and accounting advice, you should retain a qualified professional to advice you in the context of your particular circumstances.
Request a complimentary consultation with Jason Stoch
Managing Partner of Uptrend Advisory in San Diego
​
Ask about your US tax requirements, transitioning to the US or back to Australia, treatment of superannuation, or any other US/Aus tax related question.

Australian Taxes for Australian Expats in the U.S

​On the 21st July 2021 Amy Meyer from Aussie Recruit hosted Jason Stoch from UpTrend Advisory to talk about Australian taxes for Australian expats in the U.S

⭐ Great session! Very clear and concise, and informative. No beating around the bush! ⭐ From Lindsey

Presented on July 21st 2021. The presentation provides general information on tax and accounting matters and should not be relied upon as advice. If you require tax and accounting advice, you should retain a qualified professional to advice you in the context of your particular circumstances.

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