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15th January - Final US Estimated Tax Deadline
As many of us begin preparations for the new 2025 US tax filing year, a reminder today of the final 2025 US estimated tax deadline of 15th January 2026 (16th January in New Zealand).
David Tzimenakis
Jan 152 min read


Filing A US Tax Return From New Zealand
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.
David Tzimenakis
Dec 2, 20253 min read


US Citizen Receiving Inheritance In New Zealand – The US Tax Viewpoint
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.
David Tzimenakis
Nov 13, 20253 min read


Capital Gains and the Sale of Gold or other Precious Metals
How are capital gains taxed? Are there any special rules for investing in gold or other precious metals? Learn more here
David Tzimenakis
Oct 16, 20253 min read


New US Tax on Post-Renunciation Gifts
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”.
David Tzimenakis
Oct 2, 20254 min read


US Tax on a Kiwi Estate?
Can a New Zealand tax resident be subject to US Estate Tax? This is indeed a possibility, learn more here
David Tzimenakis
Sep 24, 20253 min read


Moving to New Zealand? The US Tax Considerations
Considering a move to New Zealand? Advance US Tax advice can save many headaches along the way.
David Tzimenakis
Sep 12, 20254 min read


Updated - 2026 - NZ Post – Postage Options to the IRS
Given the recent news of NZ Post suspending deliveries to the US, we go over here a few options on posting to the IRS.
David Tzimenakis
Aug 27, 20253 min read


What is an EIN and When Do I Need One?
In our short article today, we’ll discuss EIN’s, when they’re needed and why you may receive one.
David Tzimenakis
Aug 15, 20254 min read


New Zealand Trusts for US Citizens
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.
David Tzimenakis
Jul 29, 20254 min read


New Podcast - Ambitious Accountants
We were delighted to recently be invited by Brisca New Zealand to take part in their Ambitious Accountants podcast.
Guest Author
Jul 7, 20251 min read


Can I Use a 529 Plan In New Zealand?
Can a 529 Plan be used in New Zealand? Check out our short but simple explainer here.
David Tzimenakis
Jun 23, 20253 min read


The Trump Tax Plan - NZ Tax Summary
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?
David Tzimenakis
Jun 10, 202510 min read


Self Employment and US Taxes – Double Taxation?
Is it true that being a self-employed US citizen in New Zealand will expose you to social security tax? Learn more here
David Tzimenakis
Jun 2, 20253 min read


What accounts to include on my FBAR?
Filing your own FBAR from New Zealand? Here's what you need to know
David Tzimenakis
May 19, 20253 min read


Taxes on Social Security and New Zealand Government Superannuation
Is Social Security Taxable in New Zealand? How about NZ Government superannuation, is this taxable in the USA? Learn more here
David Tzimenakis
May 5, 20253 min read


Complimentary Webinar – NZ Active Investor Plus Visa from a US and NZ Tax Perspective
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.
David Tzimenakis
Apr 29, 20252 min read


Putting Ai US Tax Advice to The Test
How useful is AI tax advice? Can it be trusted? Well, we put it to the test.
David Tzimenakis
Apr 21, 20256 min read


Can I roll over an IRA or 401K to a KiwiSaver?
Is it possible to roll over or transfer a US IRA or 401K to New Zealand? Learn more in our helpful article
David Tzimenakis
Apr 7, 20252 min read


My Bank is Asking for My Social Security Number - The Next Steps
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
David Tzimenakis
Mar 21, 20254 min read
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