Complimentary Webinar – NZ Active Investor Plus Visa from a US and NZ Tax Perspective
- David Tzimenakis
- Apr 29
- 2 min read
Updated: Apr 29
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.
We are receiving calls almost daily from those in the New Zealand wealth management and immigration fields, regarding the implications of the Active Investor Plus Visa for their new American clients. Our webinar aims to address of the basic questions, and provide a broad overview to professionals, on a complimentary basis, of the tax information they need to know.
Thursday 3rd July 2025 – 11am NZT - 45 Minutes – 15 Minutes Questions
This webinar is limited to those working in financial services along with immigration advisors and lawyers. The information will be tailored to these industries, and may not be helpful for those in other fields.
As has recently made headlines, we’re currently seeing a strong demand for the new investor category visa, notably mostly from the US.
However, how will these investments be treated from a US and NZ tax perspective?
In our webinar, we'll cover PFIC taxation, capital gains, and partnerships on a broad level. Our webinar will be hosted by David Tzimenakis EA, Auckland based US tax specialist and Julia Johnston of Johnston Law.
Learn more in our complimentary webinar, to help you help your client. Our webinar is designed to help immigration advisors and wealth managers advise their clients correctly on which investments may be right for them.
As a reminder, US citizens are subject to tax on their worldwide income, regardless of where they reside. As a result, foreign investments can come with complex filing obligations.
Register today, grow your US and NZ tax knowledge, and help your client’s move to New Zealand be as hassle free as possible.
We are offering this webinar on a complimentary basis to help ensure the success of the visa, and to further the information that will prevent clients falling into complex and costly tax traps further down the road.
Looking forward to speaking with you soon!
