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...
Video – Section 6038

Video – Section 6038

For most foreign based US citizens who own a foreign company, it is usually expected that at least some reporting will be needed to the IRS. This is usually done on Form 5471, however there are also lesser known forms of reporting. Learn more in our video...