News
IRS to Introduce Secure Messaging System
For those of us who have been involved in communication with the IRS, a common experience is one of frustration and difficulty. Traditionally, we have been limited to fax and telephone conversations, which restrict our ability to communicate effectively when an issue...
Video – US Retirement Fund Withdrawals for Expats
For those who have moved from the US to New Zealand or Australia, how their US retirement fund will be taxed is a common concern. Learn more in our video below, or contact us today: https://youtu.be/UNGw9_Vcsjc
Video – Form 3520 & 3520-A Foreign Trust Tax Implications For US Expats
One issue that affects many US citizens overseas, is Foreign Trust reporting. This frequently arises, and usually requires preparation of Form 3520 and 3520-A (which we discussed further here). Learn more in our video below, or call us today:...
Video – Form W8-BEN and W8-BEN-E
Forms W8-BEN and W8-BEN-E form some of the most commonly requested forms from US institutions, when dealing with Non-Resident Aliens, or foreign companies investing into the US. We frequently assist both companies and individuals who are receiving US income, or...
Video – Moving To Australia or New Zealand, and the US Tax Implications
We're currently going through a period of increased interest in migration to Australia and New Zealand. For US citizens considering this move, there can be tax implications to consider. Learn more below, or call us today: https://youtu.be/67lBedL7Duc
Video – The Foreign Earned Income Exclusion – US Tax
One question we are frequently asked, is "is there a $100,000 exclusion for filing a US tax return". Unfortunately, the answer is no, however there is an exclusion from taxation. Learn more below: https://youtu.be/Y01HnCyFbIw
Video – Renunciation and the Tax Implications for Expats
Our latest video explores renunciation for US citizens overseas. Whilst this is still not common among US expats, it has increased dramatically since FATCA laws were introduced in 2009. Watch our video below, or contact us today for more information:...
Introducing Shalen Singh To Our Team
We're delighted to welcome Shalen Singh to our Sydney office. Shalen joins the firm as a US Tax Specialist. Shalen is a qualified Chartered Accountant and holds a Masters of Taxation, and is currently underway with obtaining his IRS Enrolled Agent qualification. He...
The 15th April Tax Deadline for Expats
Today is 15th April 2019, the first major deadline of 2019 for NZ-US or AU-US expats. See our informative video below for what this means. If you have any questions, call us today. https://youtu.be/0DvWsEsJtSM
Estimated Tax Payments
We’re now approaching the 2nd major deadline of the year, 15th April 2019. This is the filing deadline for most types of individual federal and state income tax returns. Whilst extensions are available (which we file for our clients), this doesn’t extend the time to...