insights
Inland Revenue’s response to North Island flooding
Inland Revenue has made a statement today in relation to North Island flooding, which has primarily devastated pockets of its largest city, Auckland. The department advised tax agents that they are...
Season’s Greetings from NZ US Tax Specialists
Trees That Count - paying it forwards by going back to our roots. We are grateful for your support this year. As a gesture of our gratitude, in December 2022 we donated 175 native trees to Trees...
Let’s take a deep dive into Passive Foreign Investment Companies (PFICs)
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
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
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
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
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
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
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)...
Also plus point , she follows you up again . I would say very help full person . Recommend to go with her , no second thoughts .
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.
Level 7
2 Kitchener Street
Auckland 1010
New Zealand
Phone No.: 09-5255931
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