January 21, 2025

The HEART Act & the US Exit Tax

Some of the relevant issues that were addressed include:

  • What is the HEART Act, and who does it apply to?
  • Who qualifies as a covered expatriate, and what are the implications?
  • How could this affect my heirs?
  • How is the Exit Tax determined?
  • What might I do to plan ahead?

We hope you enjoy!