Trust Expert

Do you or your clients have a trust?

As a US and NZ trust expert, we are up to speed with the latest trust legislation and case law and can help you with the following services:

Classification of the trust for US and NZ tax purposes.
Classification of the trust for FATCA and chapter four withholding purposes.
Assessment of the trust for CRS purposes including determination of whether the trust is a reporting NZ financial institution.
Analysis of the trust using the double tax agreement for fiscal transparency.
Advising on the migration of trusts including the New Zealand settlor regime.
Advising on the New Zealand tax treatment of the trust.
Assistance with penalty remission for late filing of information returns.
Advising on the New Zealand and United States income tax consequences of proposed beneficiary distributions.
Reporting obligations to Inland Revenue.

NZ US Tax Specialists Limited

4.9

Based on 106 reviews

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Safety Electrical

2 years ago

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

2 years ago

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

Matt Roll

2 years ago

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

2 years ago

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

2 years ago

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

3 years ago

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)

3 years ago

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

3 years ago

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

3 years ago

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

3 years ago

Gina quickly attended to my tax questions and was very helpful

Deborah Munro

4 years ago

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

4 years ago

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.