by Lance Morris | May 4, 2023 | Uncategorized
As a US tax practitioner in New Zealand, I’m frequently asked the question “Is Sharesies a wise investment for US citizens?”. Well…it can be, but frequently isn’t. For those who aren’t familiar with Sharesies, here’s a brief explainer of the tax implications for US...
by Lance Morris | Apr 5, 2023 | Uncategorized
For many US citizens living in New Zealand, US capital gains tax on the sale of NZ assets is a common concern. Part of the reasoning behind this is the misunderstanding that New Zealand has no capital gains tax, which is actually not the case. New Zealand’s...
by Lance Morris | Mar 26, 2023 | Uncategorized
Whilst it was only a short while ago that many of us learned what an NFT is, they are now a clearly defined part of the investing and collectors landscape. For those unfamiliar with the term, an NFT is a Non-Fungible Token. Not that this means a great deal of course,...
by Shalen Singh | Mar 23, 2023 | Uncategorized
We have been receiving a rush of calls from clients worried about the 18th of April deadline. What is the 18th of April deadline? The 18th of April deadline is the first individual US tax return deadline of the year. However, an automatic extension is granted for US...
by Lance Morris | Feb 26, 2023 | Uncategorized
Haven’t January and February passed quickly! We’re now almost in March, and ready to begin discussing the first major deadline of the year, the 15th March deadline for filing Form 3520-A, 1120, and 1065. During 2018, the IRS began to apply penalties due to late filing...
by Shalen Singh | Feb 15, 2023 | Uncategorized
Just as quickly as the new year begins, so does the beginning of the 2023 US tax filing season. Fortunately, for the first time in a number of years, we are not dealing with a large amount of new tax law changes. Some minor changes will occur for holders of...
