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My Bank is Asking for My Social Security Number - The Next Steps
We’re now more than ten years into the introduction and roll out of FATCA legislation in New Zealand, however the process still catches many
David Tzimenakis
Mar 214 min read
25 views

Are Foreign Currency Gains on Refinancing a Mortgage Taxable?
Whilst the US tax system can frequently surprise us in its broad nature, one of the least expected complexities can be foreign currency gain
David Tzimenakis
Mar 72 min read
26 views

The Explainer – Loans to Friends and Family – The US Tax Consideration
If we could count up the recurring issues our clients face each year, then the question of making or receiving loans from friends and family
David Tzimenakis
Feb 213 min read
39 views

The Explainer - The Tax Residency Tie-Breaker
One of the most commonly misunderstood parts of the NZ US double tax treaty, is Article 4, which covers tax residency.
David Tzimenakis
Feb 64 min read
100 views

The Trump Tax Plan - End of Double Taxation?
A New Year and a New President. What changes do we expect to see under Donald Trump, and will we see an end to US taxation of overseas citiz
David Tzimenakis
Jan 135 min read
420 views

What is a PFIC? Why Sharesies can be problematic for US citizens
One of the major concerns for US citizens living in New Zealand, is how to invest without creating complex US tax issues.
David Tzimenakis
Dec 12, 20244 min read
117 views


What is a 1099? And, when should I receive my 1099?
In quite stark contrast to the New Zealand tax system, the United States utilises a large number of “end of year” forms to ensure income...
tzimenakis2
Nov 25, 20243 min read
48 views

Running a US LLC from New Zealand? Potential Implications - The Explainer
Setting up an LLC from New Zealand? Do so with caution, both NZ and US tax advice is necessary first.
David Tzimenakis
Nov 11, 20244 min read
125 views

US Tax Rules on NZ Rental Properties are Changing
For many years, owning a rental property in New Zealand was fairly straightforward from a US tax perspective. However, this has now changed
David Tzimenakis
Oct 17, 20244 min read
231 views

Can I contribute to a Roth IRA from overseas? The Explainer
One common question we’re faced with, is, can I contribute to a Roth IRA from New Zealand? In short, yes you can. But, should you?...
David Tzimenakis
Oct 7, 20242 min read
366 views

Essential Tax Podcast With Mishkin Santa
In August of 2024, we were fortunate enough to be invited as a guest on the Essential Tax Podcast hosted by Mishkin Santa of The Wolf Group
David Tzimenakis
Oct 1, 20241 min read
29 views


Three US Tax Differences Between US Citizenship and Green Card Status
As we’ve covered in prior articles, the tax implications involved with US citizenship or Green Card Status can be complex. But, is there any
David Tzimenakis
Sep 25, 20243 min read
91 views

The Explainer - Understanding Foreign Currency Gains in US Tax Reporting
Ever wondered if the US taxes foreign currency gains? Well, many of our clients do, and we’re frequently asked questions on whether the tran
David Tzimenakis
Sep 18, 20243 min read
45 views

The Explainer – US Tax Residency – What does it mean?
It shouldn’t be expected that everyone has a full grasp of the different terms used by tax professionals, and we are frequently asked to exp
David Tzimenakis
Sep 11, 20245 min read
40 views

6 Commonly Asked Questions on Renouncing US Citizenship
6 commonly asked questions on renouncing US citizenship. Almost daily, clients reach out to us for assistance with renunciation.
David Tzimenakis
Aug 29, 20243 min read
225 views


AMT - Alternative Minimum Tax - The Explainer
Whilst here at the US Tax Team, tax advisory services form a large portion of our business, one of our main services offered is tax...
tzimenakis2
Aug 16, 20243 min read
54 views

Form W-8-BEN? The Explainer
Form W-8-BEN, what is it and why is it needed? Find out here in our helpful explainer
David Tzimenakis
Jul 31, 20244 min read
244 views

Mythbusters - Common US Tax Misconceptions for New Zealand based US Citizens
At The US Tax Team, one of our key services is providing US tax advice. Part of this process usually involves discussing misconceptions.
David Tzimenakis
Jul 15, 20243 min read
133 views


Optimum Law - Joint Article - Should I Retain My Green Card?
For this article, David Tzimenakis of The US Tax Team, a New Zealand based US tax advisor, has collaborated with Amanda Sadlier of...
David Tzimenakis
Jul 8, 20246 min read
33 views


Investing in the USA – A Tax Guide for Non-Residents
A brief tax guide with considerations for Kiwi investors into the USA
David Tzimenakis
Jun 28, 20243 min read
280 views
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