Whilst there is a wealth of information online regarding different parts of the US tax system, and how it affects those in New Zealand, less often found is some guidance on the basics.

One of our main service areas at The US Tax Team, is US tax advice and consulting. In almost every appointment, the question usually arises of what tax implications exist during the difficult time of losing a loved one, and receiving inheritance in New Zealand.

How are capital gains taxed? Are there any special rules for investing in gold or other precious metals? Learn more here

A new US tax regulation, seventeen years in the making, has recently come into effect which may create a tax liability on the gifts made by former US citizens, even after renouncing US citizenship.   Whilst Section 2801 of the tax code came into being back in 2008, it has only this year become a final regulation, and is imposed on gifts made by “covered expatriates”.

Can a New Zealand tax resident be subject to US Estate Tax? This is indeed a possibility, learn more here

Considering a move to New Zealand? Advance US Tax advice can save many headaches along the way.

Given the recent news of NZ Post suspending deliveries to the US, we go over here a few options on posting to the IRS.

In our short article today, we’ll discuss EIN’s, when they’re needed and why you may receive one.

Although this is a subject area I’ve written on many times in the past, the question of the viability of US citizens being involved with NZ trusts is never entirely solved.   Of course, as many will be aware of, New Zealand has one of the highest amount of trusts per capita in the world, and despite their tax efficiency decreasing in recent years, they are still very much commonplace.

We were delighted to recently be invited by Brisca New Zealand to take part in their Ambitious Accountants podcast.

Can a 529 Plan be used in New Zealand? Check out our short but simple explainer here.

The Trump Tax Bill, known as the One Beautiful Bill Act is currently making its way through the US lawmaking process. But, how will this bill affect NZ based US citizens?

Is it true that being a self-employed US citizen in New Zealand will expose you to social security tax? Learn more here

Filing your own FBAR from New Zealand? Here's what you need to know

Is Social Security Taxable in New Zealand? How about NZ Government superannuation, is this taxable in the USA? Learn more here

In collaboration with Julia Johnston of Johnston Law, we’re delighted to offer a complimentary webinar covering the US and New Zealand tax implications of the investment required under New Zealand’s new Active Investor Plus Visa, along with some of the broader tax issues for clients to consider.

How useful is AI tax advice? Can it be trusted? Well, we put it to the test.

Is it possible to roll over or transfer a US IRA or 401K to New Zealand? Learn more in our helpful article

We’re now more than ten years into the introduction and roll out of FATCA legislation in New Zealand, however the process still catches many

Whilst the US tax system can frequently surprise us in its broad nature, one of the least expected complexities can be foreign currency gain