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Tax


Pitfalls of using AI for advice-seekers and advisors - a case of caveat utilitor (user-beware)
I must admit that I have embraced Artificial Intelligence (AI) with gusto since it was launched and it is now my go to rather than Google search. But what are the pitfalls of using AI to deal with issues that are outside your area of expertise and the pitfalls of professionals using AI to deliver advice to clients? According to Built In, an online community for startups and tech companies, AI can be separated into two main groups - capability-based AI and functional-based A
Geraldine Chan
Oct 28, 20255 min read


Is money or property from overseas income from a foreign trust?
Received some money or property from overseas that you weren’t expecting? Excellent (and congratulations!). While you calculate what that means for you, please consider getting tax advice. If you have already sought advice on the tax treatment on your ‘windfall’, even better. If not, it’s worth reviewing to ensure everything is in order, as it may not be a windfall for NZ tax purposes, i.e. it could be taxable. If you're a NZ tax resident ( and not a transitional resident
Geraldine Chan
Oct 8, 20256 min read
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