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Video - US Tax Implications of Selling an Investment Property

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 slightly for properties which are available for rent, and whi... Read more

Reminder - The 15th September Trust Deadline

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 15thSeptember trust filing deadline tomorrow.   Whilst most tax forms for individ... Read more

Video - Who Needs to File Form 5471

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. Learn more in our video below: Read more

Article - Royal Family US Tax Dilemma

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 positions as royal family ... Read more

Video - Tax & Remote Working

It's becoming increasingly common for migrants to retain their US employment when moving to Australia, or vice versa. But, does this create a complicated tax scenario? Learn more in our video below:   Read more

Video - Do I Need to Report my Foreign Trust?

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 US perspective. For any questions,... Read more

US Tax Deadline Today

We would normally be talking about this moment on 15th April, however hidden among the dramatic nature of 2020 is the delayed US tax deadline of 15th July. As part of the relief made available to US citizens due to Covid-19, the ordinary US tax deadline of 15th April was moved to 15th July. If yo... Read more

Video - IRA Contributions for US Expats

Many of our US citizen clients who now reside in Australia or New Zealand, wish to keep up contributions to IRA accounts in the US. But, there are strict contribution limits to these US based retirement accounts. In most cases its possible to contribute as an expat, but not totally straight forwa... Read more

Article - Covid-19 - Early Retirement Fund Withdrawals for Expats

Among the recent benefits offered by the US Government and IRS due to Covid-19, many were overshadowed by the Economic Stimulus payment. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) included other provisions to assist those facing financial hardship as a result of Covid-19,... Read more

Video - US Global Tax - A One-Stop Solution

Here at US Global Tax, we assist our clients with a wide range of issues. But, in many cases our clients have a broad range of requirements. We form partnerships with companies all around Australia and New Zealand, including a large network to help our clients get the assistance they need: Learn... Read more

Video - Investment Losses for US Tax

At the moment, across investments and superannuation accounts, we're all seeing some significant drops. Whilst these will no doubt recover in the long term, what do the losses mean for US taxes and the IRS right now? Learn more in our video below:   Read more

Article - The US Economic Stimulus

22-06-2020 - NOTE - Information in this article is now outdated.   Of the many news items currently making waves, one which we are able to shed more light on is the stimulus package put in place by the US government. Of course, there are many questions to be answered, but we’ll give a brief rundo... Read more

Who needs a to file a US tax return?

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