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

If we could count up the recurring issues our clients face each year, then the question of making or receiving loans from friends and family

One of the most commonly misunderstood parts of the NZ US double tax treaty, is Article 4, which covers tax residency.

A New Year and a New President. What changes do we expect to see under Donald Trump, and will we see an end to US taxation of overseas citiz

One of the major concerns for US citizens living in New Zealand, is how to invest without creating complex US tax issues.

In quite stark contrast to the New Zealand tax system, the United States utilises a large number of “end of year” forms to ensure income...

Setting up an LLC from New Zealand? Do so with caution, both NZ and US tax advice is necessary first.

For many years, owning a rental property in New Zealand was fairly straightforward from a US tax perspective. However, this has now changed

One common question we’re faced with, is, can I contribute to a Roth IRA from New Zealand?   In short, yes you can.   But, should you?...

In August of 2024, we were fortunate enough to be invited as a guest on the Essential Tax Podcast hosted by Mishkin Santa of The Wolf Group

As we’ve covered in prior articles, the tax implications involved with US citizenship or Green Card Status can be complex. But, is there any

Ever wondered if the US taxes foreign currency gains? Well, many of our clients do, and we’re frequently asked questions on whether the tran