News

It is with best wishes, that today we say goodbye to our Australian Director, Tony Eaton, who has retired from a day to day role in the business. Tony formed US Global Tax with our NZ Director Lance Morris in 2014, and has seen the company go from strength to...

Whilst the vast majority of US tax forms can now be electronically filed with the IRS, using an Authorised e-File provider (such as US Global Tax), many documents are still required to be paper filed. We cover this briefly in our video below, with important notes on...

Today, 16th September 2019 is the final day in which a timely filed, calendar year Form 3520-A for a Foreign Grantor Trust can be filed (with extension). For US expats who have an interest in a foreign trust, meeting the trust deadline is essential in avoiding...

As many US citizens are aware, FATCA (the Foreign Account Tax Compliance Act) has been in place for a number of years, and has changed the financial landscape for US citizens residing overseas. Today, we are sharing an article from a respected international financial...

For non-US citizens or green card holders who have any dealings with the IRS, an ITIN number is needed in most cases. An ITIN is an Individual Taxpayer Identification Number, and is similar to a Social Security Number. Learn more in our video below:...

Losing a loved one can be a difficult time, with tax implications understandably at the back of most peoples minds. Many clients contact us frequently with their concerns related to the taxation of estates, or inheritance, but fortunately for most clients, there are...

Many of our clients, both living inside and outside the US frequently have to deal with the issue of Capital Gains. Questions vary from what the tax liability could be, to what forms we would use to report the gain. Learn more in our video below, or call us today:...

Many of our clients live and/or work in the US, and each year need to calculate what percentage withholding tax for their employer to withhold from their wages. This not only affects those living in the US, but also those who work temporarily in the US, or receive...

Many different life events can have an impact on your taxes, as a US expat. One which we deal with frequently, is the tax implications of divorce or separation. In most cases, this doesn't result in any tax for either party when their tax returns are prepared...

Many of our clients hold companies based outside of the US. But, what filing requirements does this create? In many cases, Form 5471 may be required, or potentially just Schedule C for self-employment income. Learn more in our video below:...