Tax season is coming—are you ready? Join Josh Pugh (America Josh) and tax expert Jason Stoch from Uptrend Advisory for our annual live Q&A on US taxes for expats. Whether you just moved to the US or you've been here for years, navigating American tax obligations can be confusing—especially when you've got assets, super, or income back home.

We'll cover everything you need to know for the 2025-2026 tax year, including:

• → What you actually need to file (and when)
• → Tax residency rules and the substantial presence test
• → Reporting foreign bank accounts (FBAR) and assets
• → How your Australian super is treated
• → W-8 vs W-9 forms—what's the difference?
• → Green card tax implications
• → Common mistakes that can cost you thousands
• → Deadlines, extensions, and how to stay compliant

Bring your questions!

This is a live Q&A—we're here to help you understand your obligations and avoid costly errors.

About Our Hosts

Josh Pugh — Founder & CEO·America Josh

Josh Pugh is the founder of America Josh, the go-to online resource for expats moving to the United States. Originally from Adelaide, South Australia, Josh moved to New York City in 2017 and has been helping others navigate the transition ever since. He's also the Founder & CEO of Fortnight Digital and President of Variety – the Children's Charity of New York.

Jason Stoch — Owner, CPA, CA·Uptrend Advisory

Jason Stoch is the founder of Uptrend Advisory, a boutique tax firm specializing in Australian expats in the U.S. and American expats in Australia. As an Aussie living in the U.S. himself, Jason holds both U.S. CPA and Australian Chartered Accountant credentials—so he's uniquely qualified to help you navigate both tax systems. He's been there.