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US Taxes and Expat You: Learning to Love Tax Time

February 8, 2023 @ 5:30 pm - 6:30 pm AEDT

Join our virtual event where Jason Stoch, Managing Director of UpTrend Advisory will answer common tax and accounting questions about what’s required when you move to the US, and your ongoing requirements while in the US.

Key topics that we’ll cover:

Which country do I have to file returns in and what other requirements are there?
When and how do I file a tax return in the US?
What’s the Substantial Presence residency test and the impact of immigration status on residency?
What are the tax requirements of a resident vs non-resident?
What the tax requirements of an Australian that is treated as a resident in more detail e.g. Investment properties, shares/stocks?
The Tax Treaty between the US and Australia
FBARs / declaring foreign income + offshore assets
When is a W-8BEN (or W-9) required?
You can submit questions when you sign up and we will do our best to provide information that will be relevant for everyone who is joining!

Question submission closes on February 5th, 2023.

Proudly presented by America Josh featuring Jason Stoch of UpTrend Advisory.

By registering for this event, you agree to receive e-mail communication from us.


February 8, 2023
5:30 pm - 6:30 pm AEDT
View Event Website


America Josh


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