New Zealand New Zealand +64 9373 2949 Australia Australia +61 2 9211 7130

News

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22-06-2020 - NOTE - Information in this article is now outdated.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

Video - COVID-19 Summary

Whilst there has been a fairly large amount of news recently, it can be easy to miss some of the lesser discussed tax items. In our video below, we've summarised the IRS response to COVID-19: Read more

Update - IRS Response to COVID-19 - Tax Deadline Extended

UPDATED - In addition to the tax payment deadline extension below, the tax filing deadline has now also been extended to 15th July (from 15th April). For all clients, we will continue to file extensions until 15th October and 15th December where necessary. Whilst the current environment is r... Read more

COVID-19 - An Update from US Global Tax

An update from US Global Tax on COVID-19 As we approach quite unprecedented times with the impact of the Coronavirus (COVID-19) situation, we would like to provide an update to our clients on our current operations. We appreciate that this is a stressful time for all, and we endeavour to provide... Read more

COVID-19 - Tax Deadline Extended

Whilst the current environment is rapidly changing, the IRS today have announced a 90 day extension of time to pay tax for 2019 (usually due by 15th April). The move as been announced as part of the government's response to COVID-19. This will affect individual and small business filers, wh... Read more

US Global Tax - IRS Rev Proc 2020-17 - Video

There have recently been some exciting developments with regards to new IRS regulation on their treatment of Kiwisaver, Australian Superannuation, or most other foreign pension schemes. Learn more in our video below: Read more

Video - Tax Extensions for US Expats

The time of year is upon us, whereby a flurry of extensions need to be filed for many US citizen taxpayers overseas. Fortunately, the IRS allows extensions for most types of returns. Learn more in our video below: Read more

Guest Article - Moving to Australia

The below article was provided by Jennifer Bennet, of A1 Auto Transport How To Move To Australia: Everything You Need To Know Before Your Move   Looking to move to Australia? Whether you’re working for an Australian or multinational corporation, you’re self-employed, or you’re moving for schoo... Read more

Who needs a to file a US tax return?