New Zealand New Zealand +64 9373 2949 Australia Australia +61 2 9211 7130

VIDEO - What is the Streamlined Filing Procedure?

Each day, we receive enquiries from US citizens concerned that they may not be meeting their tax obligations to the IRS. Our video below explains the Streamlined filing procedure, which is open to taxpayers who non-wilfully failed to file tax returns to the US.   Read more

Introducing Larisa Zhukovskaya to our Team

We're delighted to welcome Larisa Zhukovskaya to our team. Larisa is based in our New Zealand office, and will take the role of Head of Taxation for our company. With a wealth of experience in both NZ-US and Australia-US taxation, Larisa is considered among New Zealand's top US tax professiona... Read more

Capital Gains

Capital gains on my foreign property? One of the most frequent questions we are asked, is “will I pay capital gains tax in the US, if I sell my New Zealand/Australian based property?”. Unfortunately, the answer to this one is…maybe. Capital gain in a simplified format is: selling price – (purchas... Read more

Meghan Markle and The Royal Family - Whats the Issue?

Meghan Markle – What’s the issue? This week has seen a flurry of headlines regarding the newest British monarch, Meghan Markle, and her exposure to the US tax system. We’ve seen dramatic headlines such as:  “Meghan Markle in tax ‘nightmare’ causing crisis for Queen and Prince Charles” Daily Expre... Read more

Grantor and Non-Grantor Trusts

This issue comes up very frequently, what makes a foreign trust a “Grantor Trust” for US tax purposes. Fortunately, while there is a wealth of information available on the subject (so much that it can actually confuse the matter), there are some simple definitions. A grantor trust, is a trust tha... Read more

The Savings Clause

What is the Savings Clause? Another question that we are frequently asked, is “what is the savings clause?”. While most people are aware that the US has a double taxation treaty (DTA) in place between both Australia and New Zealand, few people are aware that there is a specific clause in each tre... Read more

What is Section 965?

This tax year has seen some tumultuous changes to US tax law, and how it applies to foreign based US citizens. The most alarming of these changes, and the one that we are most frequently asked about, is known as Section 965.   These changes have mainly come about as part of reforms promoted by ... Read more

Kiwisaver & Australian Superannuation

Kiwisaver and Australian Superannuation One of the most frequent questions we are asked, is “How is my Kiwisaver/Superannuation account taxed and reported”. While there are a number of factors which affect the answer to the above question, we can give a brief overview. Firstly, before reading a... Read more

End to OVDP

As we approach the end of the month, one more important date is looming for many US citizens who are deemed “wilful in their failure to file tax returns”, the end of OVDP (Offshore Voluntary Disclosure Program). Read more

Filing Deadlines

As we progress through the year, most of us have already got our minds set on the end of winter, its certainly felt like a long one! But, one other important upcoming date to keep in mind is the final US tax filing deadline of the year, Monday 15th October 2018. This is the final date in which an... Read more

Who needs a to file a US tax return?

  • National Association of Tax Professionals
  • IRS Enrolled Agent
  • National Associations of Enrolled Agents