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US Taxes and Expat You: Learning to Love Tax Time

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All the answers to your questions about tax and accounting for those living in the United States from Australia.

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.

Register now and submit your question.

Key topics that we'll cover:

  1. Which country do I have to file returns in and what other requirements are there?
  2. When and how do I file a tax return in the US?
  3. What’s the Substantial Presence residency test and the impact of immigration status on residency?
  4. What are the tax requirements of a resident vs non-resident?
  5. What the tax requirements of an Australian that is treated as a resident in more detail e.g. Investment properties, shares/stocks?
  6. The Tax Treaty between the US and Australia
  7. FBARs / declaring foreign income + offshore assets
  8. 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 Jan 6th 2021.

Proudly presented by Amy Meyer of Aussie Recruit and Josh Pugh of America Josh featuring Jason Stoch of UpTrend Advisory.

US Taxes and Expat You: Learning to Love Tax TimeBy registering for this event, you agree to receive e-mail communication from us.

Jason Stoch, UpTrend Advisory

Jason Stoch, UpTrend Advisory

Jason moved to the United States from Sydney in 2013 and spent over 3 years living in New York City. Having enough of the cabin fever that the cold winters bring, he moved to sunny San Diego where he now resides.

While living in New York City, Jason noticed that the majority of his Australian friends did not understand the US tax system and began to help them traverse the landscape as an American CPA and Australian Chartered Accountant.

Fast-forward to today, Jason established UpTrend Advisory, a boutique accounting, business and tax advisory firm where he specializes in expat taxes for individuals and is passionate about helping Australians navigate the US and Australian tax system for better outcomes.

Josh Pugh, America Josh

Josh Pugh, America Josh

Josh moved to New York City from Adelaide, South Australia in the middle of a cold 2017 winter. While there was no real plan but it was clear that the city and its 7 million+ people meant for all sorts of adventures and opportunities.

After arriving though it was clear that transitioning your life from one country another was a pain, and there was no real advice to help you order a sandwich properly, let alone arrange for real things like Social Security. So he started America Josh.

America Josh is an online guide and community network helping expats from all over the world move to and thrive in America.

The mission of America Josh is to make the transition more straight forward and life abroad less stressful on individuals. includes guides, reviews, tools, recommendations, and community-generated content to help with a move whether they are in the early stages of planning, have a firm plan to move, or have already made the move.

These online resources coupled with events and community recommendations provide a full suite of knowledge and assistance for anyone moving to or living in the U.S.

Amy Meyer, Aussie Recruit

Amy Meyer, Aussie Recruit

Amy is from Sydney and has lived in San Francisco for 7 years. She is the founder of Aussie Recruit and the Australians In San Francisco Facebook group.

She moved to San Francisco with Deloitte in Tech Consulting, and later worked as Chief of Staff and Head of Talent at SF based Tech startups.

Amy started Aussie Recruit to address the challenges faced by Australians looking for work in the US, and the difficulties companies face to find great talent, quickly.

Aussie Recruit matches Australians across all roles and levels, with new career opportunities at companies who value Australian talent, in San Francisco and other US cities. Let us know if you're open to new job opportunities in the US or Australia!

Josh Pugh

Josh Pugh

Josh is a business founding, digital marketing focused, charity driving, community builder from South Australia, living in New York City. After moving in 2017, Josh realized that there was an opportunity to curate and help the community of expats who moved to the United States – and launched America Josh. Josh is also the President of Variety – the Children's Charity of New York, Secretary at The Mateship Foundation, and Founder & CEO at Fortnight Digital.View Author posts

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