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5 Top Tax Tips for Americans Moving to New Zealand
Migration to and from New Zealand tends to come in waves of people leaving and arriving. Whilst the New Zealand media is currently...
David Tzimenakis
May 31, 20243 min read


Proposed New Regulation – The End of KiwiSaver Trust Reporting?
As many New Zealand based US persons know, KiwiSaver can create complex US tax headaches. However, new regulation is on the horizon, but...
tzimenakis2
May 16, 20243 min read


Moving to the USA? Capital Gains Considerations
Almost daily, we are contacted by soon to be migrants to the US, along with migrants also making the move to New Zealand. However, prior...
tzimenakis2
May 9, 20243 min read


The $120,000 Threshold - Does it exist? Foreign Earned Income Exclusion and Foreign Tax Credits
US citizens abroad have long discussed a "$120,000 threshold", but does this threshold exist or is it a misconception?
David Tzimenakis
Apr 25, 20243 min read


Estimated Tax - Upcoming Payment Deadline
It seems it was only a matter of weeks ago I was writing about the beginning of the tax year, but we’re now already at tax deadline time,...
David Tzimenakis
Apr 11, 20242 min read


Passive Activity Loss Limitations - US Tax On Passive Losses
As both the New Zealand media and government are currently focused on the taxation of rental properties and landlords, we’ll touch on an...
David Tzimenakis
Mar 28, 20243 min read


Form 8854 – The US Exit Tax Form
As the number of US citizens choosing to renounce their US citizenship continues to climb worldwide, we receive an ever larger number of...
David Tzimenakis
Mar 14, 20244 min read


Guest Article - American expats investing in NZ - What you need to know
By Chelsea Traver at Evergreen Advice The below article is a guest submission from Evergreen Advice, a Wellington based wealth management...
Guest Author
Feb 29, 20246 min read


Foreign Trust Distributions to US Citizens – The Throwback Tax
As is often publicized, New Zealand has one of the highest rates of trust ownership in the world. Although declining in popularity over...
David Tzimenakis
Feb 14, 20245 min read


Remote work and Owning a US LLC From New Zealand
As a US tax practitioner in New Zealand, and assisting mostly migrants or individuals with international tax considerations, we do...
David Tzimenakis
Feb 2, 20247 min read


Are You Prepared for the Upcoming Trust Deadline?
Whilst many of our clients are still enjoying their summer break, here at The US Tax Team, we’re already into the thick of it for the...
David Tzimenakis
Jan 24, 20242 min read


Guest Article - Pacific Wealth - Understanding KiwiSaver for US Citizens, the Pitfalls and Potential Solutions
The below is a guest article by Jim Smith of Pacific Wealth - The article solely reflects the opinion of Pacific Wealth and should not be...
Guest Author
Jan 17, 20244 min read


New Zealand Transitional Residency - US Taxes
In our final article for the year, we’ll cover an all too misunderstood (or unknown) issue, the New Zealand transitional residence...
David Tzimenakis
Dec 17, 20233 min read


Marrying a non-US citizen Spouse - The US Tax Implications
For many US citizen clients whom are filing for the first time after getting married, I’m commonly asked how their US tax status will...
David Tzimenakis
Dec 7, 20233 min read


Section 1031 - Deferring Capital Gains On The Sale Of Property
As we’ve covered previously, US persons living in New Zealand may be subject to a capital gains tax on the sale of their home or rental...
David Tzimenakis
Nov 29, 20233 min read


Considering Renouncing your US Citizenship?
From what began as a trickle of clients ten or so years ago, to now more than 100 per year, renunciation of US citizenship has become one...
David Tzimenakis
Nov 20, 20236 min read


What is Depreciation Recapture? Rental Properties for US Citizens
While we’re only three days into the week, through our client US tax advice consultations, the issue of “depreciation recapture” has come...
David Tzimenakis
Nov 8, 20233 min read


What is GILTI, and how does it affect NZ based US citizens?
As many of us know, the US tax system can sometimes seem like a minefield of different tax laws, one common issue is GILTI.
David Tzimenakis
Nov 2, 20233 min read


New Zealand Election Special – Party Comparison on US Taxes for Expats
Over the recent weeks and months, I’ve been asked the question frequently, “Dave, which party’s tax policies would be better or worse for...
David Tzimenakis
Oct 13, 20235 min read


IRS to begin audit of FBAR non-filers
In quite a big item of news, the IRS have announced today that in 2024, they will be shifting their compliance priorities to FBAR non-filers
David Tzimenakis
Oct 7, 20232 min read
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