Скачать или смотреть Strategic Exits for Australian Businesses: US/Australian Cross-Border Tax & Estate Planning

Video Title:
Strategic Exits for Australian Businesses: US/Australian Cross-Border Tax & Estate Planning

Description:
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, CFP® GFP Fellow explored critical tax and estate planning considerations for Australian citizen business owners with US/Australian cross-border ties who are preparing for liquidity events, mergers, acquisitions, or IPOs.

Designed for entrepreneurs whose net worth may exceed US estate tax thresholds ($13.99M per individual in 2025), the webinar addressed strategies to optimize exits while mitigating exposure to double taxation, PFIC complexities, and wealth transfer inefficiencies.

Some of the relevant issues that were addressed include:

1. QSBS (Qualified Small Business Stock) Opportunities

Eligibility criteria for Australian businesses with US subsidiaries or operations

Maximizing $10M+ capital gains exclusions under IRC §1202

Interaction with Australia’s CGT regime and double tax agreements



2. QBI Deductions & Pass-Through Entity Optimization

Structuring US LLCs/partnerships vs. Australian family trusts for §199A benefits

Impact of cross-border ownership on Qualified Business Income thresholds



3. Estate Tax Mitigation Strategies

Navigating the $13.61M US estate tax exemption (IRC §2010) for non-domiciled Australians

Irrevocable life insurance trusts (ILITs), GRATs, and CRTs in cross-border contexts

Pitfalls of Australian testamentary trusts under US tax code



4. Exit Tax & Expatriation Planning

IRC 877A implications for green card holders/long-term residents

Pre-exit restructuring to avoid Covered Expatriate status

Community property vs. common law title optimization (CA/NV/TX considerations)



5. Post-Exit Wealth Preservation

State-specific residency planning (no-income-tax jurisdictions vs. California’s 13.3% rate)

Cross-border philanthropic vehicles (DAFs, private foundations)

We hope you enjoy!

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Relevant Tags:

business exit strategy,
strategic business exit,
exit planning for business owners,
selling a business in Australia,
business succession planning,
business sale strategy,
cross border tax planning,
cross border estate planning,
international tax strategy,
global estate planning,
international business exit,
Australian business exit,
US Australian tax,
Australian entrepreneurs,
US Australia business planning,
dual tax residency,
Australian business owners,
tax efficient exit,
wealth preservation,
estate tax planning,
high net worth strategies,
tax mitigation strategies,
asset protection,

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Relevant Hashtags:
#BusinessExit
#ExitPlanning
#StrategicExit
#SellingABusiness
#BusinessSuccession
#CrossBorderTax
#InternationalTaxPlanning
#CrossBorderEstatePlanning
#USAustraliaTax
#GlobalTaxStrategy
#AustralianBusiness
#USAustraliaBusiness
#AustralianEntrepreneurs
#AussieBusinessOwners
#EstatePlanning
#WealthPreservation
#TaxMitigation
#HighNetWorthPlanning
#assetprotection

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Strategic Business Exits: Cross-Border Tax & Estate Planning for Australian Owners
Selling an Australian Business? Key US/Australia Tax & Estate Planning Insights
Exit Planning for Australian Businesses with US Links: Tax & Wealth Strategies
Cross-Border Exit Strategies: Tax & Estate Planning for Australian Entrepreneurs
How to Exit Your Business Smartly: US/Australia Cross-Border Tax Tips

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Areté Wealth Strategists Australia,
‪@aretewealthstrategistsAU‬