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MEMBER EVENT: The Australian/American Executive's Guide to Stock Awards and Their Tax Treatment Across Borders

  • 22 Feb 2022
  • 5:30 PM
  • Zoom



In this webinar, Areté Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/Australia) CFP®, AIF® will talk about what stock options, Restricted Stock Units and Synthetic stock are, their use, tax treatment and how they’re taxed across borders when an c executive vests as a tax resident of the two countries...

Some of the relevant issues that will be addressed include:​

  • Contrast the different kinds of stock awards, their growth potential and their domestic tax treatment
  • Legal residence vs Tax residence
  • Source of income
  • Situs of an Asset
  • Ongoing tax reporting and compliance → FBARs, FATCA, 3520 gift reporting etc
  • Operation of the Foreign Tax Credit (FTC)
  • Operation of the Foreign Earned Income Exclusion (FEIE)
  • Operation of the U.S./Australian tax treaty
  • The Income Tax Complications of Being a U.S. Tax Resident and Non-Citizens Entering the U.S.
  • Multiyear Compensation Arrangements (i.e. stock awards) and how they’re generally taxed when vesting happens between Australia and the U.S.

Frequently Asked Questions

1. Can I ask questions?

Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.

2. Do I need to be a client of Areté Wealth Strategists to attend?

Not at all. These webinars are designed for all Australian expats, not just clients of Areté Wealth Management.

3. What if I register but can’t make it?

It’s all good. We will record the webinar and send the recording link.

4. Can I invite a friend?

Certainly. Just give them this website address and ask them to register.




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Address: PO Box 471285 San Francisco CA 94147

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