Seminar Video – Remote Employment

Seminar Video – Remote Employment

During June 2022, US Global Tax presented a series of seminars alongside Saunders & Co Lawyers. The seminars mainly covered tax issues that new US migrants to New Zealand would need to be aware of. The second part of our seminar discusses remote working,...

FATCA – What it is and how it affects US citizens

FATCA – What it is and how it affects US citizens

What is FATCA? What impact does it have for US citizens living overseas, or living in the US with foreign financial assets? FATCA is USA based legislation (Foreign Account Taxation Compliance Act) leveraged by agreements between the USA and other countries including...

Seminar Video – Tax Residency

Seminar Video – Tax Residency

During June 2022, US Global Tax presented a series of seminars alongside Saunders & Co Lawyers. The seminars mainly covered tax issues that new US migrants to New Zealand would need to be aware of. The first part of our seminar discusses tax residency, from a US...

Q+A – Options for US Tax Compliance

Q+A – Options for US Tax Compliance

In this article, we’ll take a new approach to the issues we discuss, and address our 10 most frequently asked questions with regards to US tax compliance, and the question of renouncing US citizenship. All of these questions have been asked by US citizens: Q – Do I...

Video – The Benefits of Using a Local US Accountant

Our clients frequently ask us what sets US Global Tax out from its overseas competitors. Fortunately, this is an easy one to answer...By being based locally, it means we have staff experienced and qualified in not only US taxation, but also the local NZ or Australian...

Virtual Currency

Virtual Currency

Virtual Currency is becoming a major tax issue nowadays. Are you dealing with Virtual Currencies in your daily lives? Have you invested in Virtual Currencies recently? What is virtual currency? A virtual currency is a digital representation of value that functions as...

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...

Australian Self-Managed Superannuation Fund (SMSF)

Australian Self-Managed Superannuation Fund (SMSF)

SMSF is seen as a Foreign Grantor Trust by the IRS. A Foreign Grantor Trust is defined as a US person owning a Trust outside the US. For instance, Susan and Tim are a married couple living in Australia. Susan is a US person and holds an interest in SMSF. The IRS...

Article – US Retirement Funds for Expats

Article – US Retirement Funds for Expats

Nowadays, it is well known by most US citizens living overseas that there is an annual requirement to file tax returns to the IRS, if they have any worldwide income. But much lesser known are the implications or requirements for having a US based retirement scheme....

Video – Missing Economic Impact Payments

Video – Missing Economic Impact Payments

We've recently received a large number of client enquiries, regarding Economic Impact (stimulus) payments, which were never received. Please see below our helpful video, on the options for claiming a missing payment, and beginning an IRS payment trace. Form 3911...