by Lance Morris | Sep 28, 2020 | Uncategorized
In our prior videos, we’ve covered the sale of a primary residence for US citizens and/or expatriates. But, we’re frequently asked “How will I be taxed on the sale of an investment property or holiday home?”. Whilst the IRS rules differ...
by Lance Morris | Sep 14, 2020 | Uncategorized
After what has been the most tumultuous year that many of us will ever recall, it is a good time to remind ourselves that the US tax system and its multiple deadlines have now gotten closer, with specifically the 15th September trust filing deadline tomorrow....
by Lance Morris | Aug 31, 2020 | Uncategorized
Many of our Australia & New Zealand based clients own shareholdings in local businesses. These range from small hobby businesses, up to large multinational companies. But, the tax reporting required for businesses such as these can often be surprisingly similar....
by Lance Morris | Aug 18, 2020 | Uncategorized
Creating a buzz in the headlines today, is the prospect of Prince Harry and Meghan Markle of the British Royal family, becoming tax residents of the US and specifically California. As most royal family watchers will be aware, the couple essentially resigned from their...
by Lance Morris | Aug 3, 2020 | Uncategorized
It’s becoming increasingly common for migrants to retain their US employment when moving to New Zealand, or vice versa. But, does this create a complicated tax scenario? Learn more in our video...
by Lance Morris | Jul 20, 2020 | Uncategorized
Clients frequently ask us whether their foreign trust needs to be reported to the IRS. In many cases, our clients don’t realise that they actually have a trust reporting obligation. In our video below, we briefly discuss how trust ownership is determined from a...
