Articles on US and NZ expat tax and compliance issues

Let’s take a deep dive into Passive Foreign Investment Companies (PFICs)

by Gina Gatchell | Nov 18, 2022

The PFIC regime has been in existence since 1986. Introduced in the Tax Reform Act, the regime closed a loophole. Prior to the change, assets could be transferred to entities organized outside the...

Let’s take a deep dive into foreign trusts

by Gina Gatchell | Nov 2, 2022

Trusts are a way of life in N.Z. They are quintessentially used for a variety of purposes. Estate planning, asset protection, and wealth management are common examples. Whilst especially so for...

Let’s take a deep dive into KiwiSaver

by Gina Gatchell | Oct 26, 2022

Many countries develop and manage their tax policies to influence socio-economic behaviour. N.Z. is one such example. N.Z. has traditionally been slow to prepare its inhabitants for retirement....

2022 IRS filing season ends

by Gina Gatchell | Oct 19, 2022

The 2022 filing season finished yesterday, 17 October 2022. Below are some statistics from this year's filing season. These provide insight into the IRS' processing of U.S. federal income tax...

IRS sunsets foreign trust campaign

by Gina Gatchell | Oct 17, 2022

The IRS has completed its four-year foreign trust campaign. The campaign, launched on May 21, 2018, was one of six campaigns initiated by the Large Business and International (LB & I) units of...

Beneficial Ownership Reporting to FinCEN on the horizon for state-side entities

by Gina Gatchell | Oct 15, 2022

The U.S. government's long-standing efforts to address illegal, domestic financial activity are being addressed with a new beneficial ownership reporting requirement. As of January 1, 2024, any...

AICPA requests expanded IRS Notice 2022-36 penalty relief

by Gina Gatchell | Oct 12, 2022

The Treasury Department and the IRS recently granted relief from various failure to file penalties imposed under the Internal Revenue Code for the 2019 and 2020 tax years. Notice 2022-36 (Notice)...

Extension of time for IRD tax agents filing returns due 31 March 2022

by Gina Gatchell | Mar 3, 2022

New Zealand's Inland Revenue advised tax agents on Tuesday that New Zealand income tax returns due for filing before 31 March 2022 may be filed by 31 May 2022. The income year that this filing date...

Inland Revenue Issues IS21/09 on how to claim foreign tax credits

by Gina Gatchell | Feb 1, 2022

Inland Revenue recently expanded its guidance on claiming foreign tax credits for overseas tax paid. Interpretation Statement IS 21/09 Foreign tax credits – how to claim a foreign credit was issued...

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21:30 21 Aug 24

I came across this person by google search . First attempt could not get connected .she so good returned my call with 5 min . Asked her few question , would say very good on what she does .Also plus point , she follows you up again . I would say very help full person . Recommend to go with her , no second thoughts .

Maryanne Garry

09:09 21 May 24

Gina is exceedingly detailed and knowledgeable. Her expertise is like a lifeline for US expats.

Matt Roll

04:09 21 May 24

I'm thankful for finding NZ US Tax Specialists because Gina is one of the few people I know with a working knowledge of the intersection of U.S. and NZ tax policies. Our tax return was accurately completed on time and without any issues. I'm planning to use their services for years to come.

Spencer Smith

03:47 21 May 24

US tax is a complex beast. Gina and her team have been very helpful to me and my clients with US tax issues.

Chris Lemon

22:46 20 May 24

Gina and the folks at NZ US Tax Specialists were very quick to answer a question I had on the NZ tax treatment of US Military pensions, a fairly obscure area of tax law. They're great to work with.

Danielle Fairey

20:00 15 Oct 23

Gina was such a great help in navigating my tax requirements after moving between the US and NZ. She was great to work with - always very responsive and helpful. I would definitely recommend and work with NZ US Tax Specialists again in the future.

Lingbawan Storer (Imbaw)

16:09 02 Oct 23

NZ US Tax Specialists has been a lifesaver with regards to a family member’s move from the US to NZ. Gina and her team have been there to help us understand the complexities of dual tax status and have greatly assisted in getting everything filed on time. While taxes will never be fun, working with NZ US Tax Specialists has brought our stress levels down considerably.

James Steele

02:57 13 Apr 23

Gina helped us prepare our US tax returns after we moved to NZ during a very busy time. We had no idea what was required as US citizens living abroad, but Gina was extremely helpful, knowledgeable, and professional. The work was affordable and well done. We had a great experience and hope to use NZ US Tax Specialists again.

Marivee McMath

06:35 13 Feb 23

I am very happy with the way NZ US Tax Specialists handled sorting out my US Taxes! It certainly put my mind at rest. Felt I was in safe 'hands' throughout the process.

Gareth Robins

04:31 13 Feb 23

Gina quickly attended to my tax questions and was very helpful

Deborah Munro

03:54 19 Oct 22

If you're a US expat and need to file a US tax return, then look no further! Gina and her team at NZ US Tax Specialists does outstanding, professional work. I had to amend my US tax return, as I didn't know I had to file a form. Gina got that done, but they also found I'd made an error, and they fixed that for me as well, keeping me in good standing with the IRS. I'm definitely returning next year to get their assistance again.

Karen Smith

23:32 02 Sep 22

I have been working with Gina since 2014, when I needed US Tax advice, being both a New Zealand and United States citizen. Over the eight years that we have been working together, I have found Gina to be extremely knowledgeable about the US tax system and the New Zealand IRD. She is quickly able to provide definitive answers to my US tax questions, via her extensive contacts in the US tax department.Gina is always prompt in responding to my email and phone conversation questions and her professionalism has inspired my confidence in her many times over.She has guided me through my annual tax return filing with integrity and honesty and I fully trust her to get the job done well each year.

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Let’s take a deep dive into Passive Foreign Investment Companies (PFICs)

Let’s take a deep dive into foreign trusts

Let’s take a deep dive into KiwiSaver

2022 IRS filing season ends

IRS sunsets foreign trust campaign

Beneficial Ownership Reporting to FinCEN on the horizon for state-side entities

AICPA requests expanded IRS Notice 2022-36 penalty relief

Extension of time for IRD tax agents filing returns due 31 March 2022

Inland Revenue Issues IS21/09 on how to claim foreign tax credits

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