Video – US Citizen Children with KiwiSaver

Video – US Citizen Children with KiwiSaver

As has been recently covered in NZ news outlets, the issues facing US citizen children with KiwiSaver can be significant, but resolvable. US Global Tax currently has a petition sitting with Parliament to change KiwiSaver rules, to permit under-18 US citizen children...
Video – Inheritance Reporting

Video – Inheritance Reporting

Whilst in most cases there is no US tax on inheritance received, reporting may still be required. The US generally taxes an estate, and distributes to beneficiaries tax free, but our helpful video below explains a little more around the reporting...
Video – Form 8833 – Tax Treaty Disclosure

Video – Form 8833 – Tax Treaty Disclosure

For many US citizens who live in NZ or Australia, filing Form 8833 is part of their annual tax return. Form 8833 is used to tell the IRS when you intend to take advantage of some of the tax benefits or determinations made in the tax treaty, and can sometimes be hugely...
Video – Claiming Dependents

Video – Claiming Dependents

Amongst the many different credits, exclusions and deductions offered by the IRS, one of the most effective in reducing a tax liability, is the ability to claim dependents on your tax return. For US tax purposes, a dependent can be a child you care for, or other...