Tax Consulting & Advice

For many US citizens living overseas, managing life & financial decisions with IRS implications in mind, can seem difficult.

But, it doesn't need to be.

Seemingly inconsequential financial decisions (such as opening a managed fund) can have significant US tax obligations. By obtaining professional advice, many tax traps and unnecessary complications can be avoided.

Retirement Planning

What implications does KiwiSaver have for US citizens? Is it worth it? What about US based retirement schemes such as IRAs and 401Ks?

We provide expert advice ensuring a tax efficient retirment, and fund growth

Investment Planning

Considering investing in a New Zealand based portfolio? Or possibly a rental property or business?

Certain non-US investments can cause complex US filing obligations and obtaining advice before investing is essential

Renunciation

Renunciation of US citizenship has become increasingly common in recent years. David has lengthy experience assisting US citizens with renunciation.

We're able to provide start-to-finish assistance through the entire renunciation process.

New Zealand Trusts and US Tax Law

Having a US citizen owner, or beneficiary of a New Zealand trust can create significant tax obligations.

Obtaining US tax advice whenever a US person is linked with an NZ trust, is essential.

Our Process

Once you've submitted our enquiry form above, we'll be back in touch with you, within one business day or less. Once we've confirmed that we're the right people to help, we can book a time in via Zoom, telephone or in person.

Written Advice

We are able to provide written advice as an alternative (or in addition to) an appointment. Generally speaking, written advice does tend to take a little longer, and can be less cost effective.