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If you have questions that aren’t answered elsewhere, or are looking for any IRS or US Tax Updates for New Zealand, take a scroll through our news archive.

by David Tzimenakis · October 27th, 2020

Video – The Effect of Rev. Proc. 2020-17 on US Taxes for Kiwisaver

To much initial fanfare, a new Revenue Procedure was announced by the IRS earlier this year, which many hoped would finally end the onerous reporting requirements for Kiwisaver, Australian Super and most other forms on non-US retirement schemes.

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by David Tzimenakis · October 12th, 2020

US Tax Deadline Week

Well hasn't time caught up on us this year, we're now in the final week before the US tax deadline of 15th October, and time to get everything filed.

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by David Tzimenakis · September 14th, 2020

Reminder – The 15th September Trust Deadline

After what has been the most tumultuous year that many of us will ever recall, it is a good time to remind ourselves that the US tax system and its multiple deadlines have now gotten closer, with specifically the 15th September trust filing deadline tomorrow.

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by David Tzimenakis · August 31st, 2020

Video – Who Needs to File Form 5471

Many of our Australia & New Zealand based clients own shareholdings in local businesses. These range from small hobby businesses, up to large multinational companies.

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by David Tzimenakis · August 18th, 2020

Article – Royal Family US Tax Dilemma

Creating a buzz in the headlines today, is the prospect of Prince Harry and Meghan Markle of the British Royal family, becoming tax residents of the US and specifically California.

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by David Tzimenakis · August 3rd, 2020

Video – Tax & Remote Working

It's becoming increasingly common for migrants to retain their US employment when moving to New Zealand, or vice versa. But, does this create a complicated tax scenario?

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US GLOBAL TAX 8938
by David Tzimenakis · July 20th, 2020

Video – Do I Need to Report my Foreign Trust?

Clients frequently ask us whether their foreign trust needs to be reported to the IRS. In many cases, our clients don't realise that they actually have a trust reporting obligation.

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by David Tzimenakis · July 15th, 2020

US Tax Deadline Today

We would normally be talking about this moment on 15th April, however hidden among the dramatic nature of 2020 is the delayed US tax deadline of 15th July. As part of the relief made available to US citizens due to Covid-19, the ordinary US tax deadline of 15th April was moved to 15th July.

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by David Tzimenakis · June 29th, 2020

Video – IRA Contributions for US Expats

Many of our US citizen clients who now reside in Australia or New Zealand, wish to keep up contributions to IRA accounts in the US. But, there are strict contribution limits to these US based retirement accounts.

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by David Tzimenakis · May 4th, 2020

Video – Investment Losses for US Tax

At the moment, across investments and superannuation accounts, we're all seeing some significant drops. Whilst these will no doubt recover in the long term, what do the losses mean for US taxes and the IRS right now?

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by David Tzimenakis · March 30th, 2020

Video – COVID-19 Summary

Whilst there has been a fairly large amount of news recently, it can be easy to miss some of the lesser discussed tax items.

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Still unsure if you need to file a US tax return?

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Disclaimer: Information on this website is of a general nature and is not intended for use without professional advice.