by Lance Morris | Nov 27, 2018 | Uncategorized
Today, we were delighted to welcome Mishkin Santa of The Wolf Group on a visit to our New Zealand office. The Wolf Group are a Virginia based International Tax firm, specialising in global financial services. You may read more about The Wolf Group at...
by Lance Morris | Nov 26, 2018 | Uncategorized
Capital gains on my foreign property? One of the most frequent questions we are asked, is “will I pay capital gains tax in the US, if I sell my New Zealand/Australian based property?”. Unfortunately, the answer to this one is…maybe. Capital gain in a simplified format...
by Lance Morris | Nov 20, 2018 | Uncategorized
Meghan Markle – What’s the issue? This week has seen a flurry of headlines regarding the newest British monarch, Meghan Markle, and her exposure to the US tax system. We’ve seen dramatic headlines such as: Meghan Markle in tax ‘nightmare’ causing crisis for Queen and...
by Lance Morris | Nov 12, 2018 | Uncategorized
This issue comes up very frequently, what makes a foreign trust a “Grantor Trust” for US tax purposes. Fortunately, while there is a wealth of information available on the subject (so much that it can actually confuse the matter), there are some simple definitions. A...
by Lance Morris | Oct 29, 2018 | Uncategorized
What is the Savings Clause? Another question that we are frequently asked, is “what is the savings clause?”. While most people are aware that the US has a double taxation treaty (DTA) in place between both Australia and New Zealand, few people are aware that there is...
by Lance Morris | Oct 15, 2018 | Uncategorized
This tax year has seen some tumultuous changes to US tax law, and how it applies to foreign based US citizens. The most alarming of these changes, and the one that we are most frequently asked about, is known as Section 965. These changes have mainly come about as...
