US Taxes and Expat You: Learning to Love Tax Time

Actions Panel

US Taxes and Expat You: Learning to Love Tax Time

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

When and where

Date and time



About this event

  • 1 hour
  • Mobile eTicket

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:

  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 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.

Event image

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, the only Australian owned CPA firm in the US where his team specializes in expat taxes for individuals and businesses. They are passionate about helping clients navigate the two countries' tax systems and have helped thousands of expats living in the U.S and abroad.

Event image

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.