Complimentary Webinar – NZ Active Investor Plus Visa from a NZ and US Tax Perspective

In collaboration with David Tzimenakis of The US Tax Team New Zealand, we’re delighted to offer a complimentary webinar covering the New Zealand and US tax implications of the investment required under New Zealand’s new Active Investor Plus Visa, along with some of the broader tax issues for clients to consider.

Complimentary Webinar Details:

Thursday, 3 July 2025 at 11.00am-12.00pm NZT (45 minutes + 15 minutes questions). CLICK HERE to register.

Please note: This webinar is limited strictly to wealth managers (or those in the financial investment industry), along with immigration advisors and lawyers.

We are receiving calls almost daily from those in the New Zealand wealth management and immigration fields, regarding the implications of the Active Investor Plus Visa for their new American clients. Our webinar aims to address the basic questions, and provide a broad overview to professionals, on a complimentary basis, of the tax information they need to know.

As has recently made headlines, we’re currently seeing a strong demand for the new investor category visa, notably mostly from the US. However, how will these investments be treated from a US and NZ tax perspective?

In our webinar, we'll cover PFIC taxation, capital gains, and partnerships on a broad level. The webinar will be hosted by Julia Johnston of Johnston Law and David Tzimenakis EA, an Auckland based US tax specialist.

Learn more in our complimentary webinar, to help you help your client. Our webinar is designed to help immigration advisors and wealth managers advise their clients correctly on which investments may be right for them.

As a reminder, US citizens are subject to tax on their worldwide income, regardless of where they reside. As a result, foreign investments can come with complex filing obligations.

Register today, grow your NZ and US tax knowledge, and help your client’s move to New Zealand be as hassle free as possible.

We are offering this webinar on a complimentary basis to help ensure the success of the visa, and to further the information that will prevent clients falling into complex and costly tax traps further down the road.

We look forward to speaking with you soon!