Global Capital. Clear Intelligence.
Aaron The New Dawn is Government Enforced Disclosure Globally for Money Managers: Monetary disclosure means that multinational employers who used a Trust structure labeled as a Retirement Plan are now recognized by the IRS as non compliant and their U.S. employees are subject to back taxes, late filing fees and tax penalties. Old methods of offshore … Read more
6 Missteps by a Financial Advisor That May Be Costing You There are plenty of good folks serving as financial advisors, says Mark Roberts, ChFC, FIC, who has worked in the industry for more than two decades. “Many of my colleagues form pleasant relationships with their clients and seem to really care about the client-advisor … Read more
Issue: ”Sovereign Trust – new short form trust structures which present a cost effective succession planning tool with which to hold investments” Faults: Sovereign Trust – succession planning tool U.S. Tax System is Hostile to Offshore Trusts The U.S. tax system is generally hostile to foreign trusts if there is a U.S. taxpayer involved. The … Read more
Investment Advisor Seeks To Debunk Myths About Women And Money It’s a perplexing situation. Women control half of the wealth in the United States, yet studies have shown that many of them are convinced they are lacking when it comes to understanding finances. Too often, in their eyes they aren’t capable of making prudent investment … Read more
Paradise Found! – The Use of PPLI Planning in Income Realization Planning in the Sale of a Capital Asset I was at the PPLI conference in Boston a week and a half ago. Usually it is the same group of people saying the same things. However, this year was a little different. I have lived … Read more
[typography font=”Cantarell” size=”11″ size_format=”px”]by Simon Black[/typography] July 1, Singapore – Yesterday over coffee, a friend of mine leaked the news that JP Morgan’s private banking division here in Singapore is going to start charging negative interest rates. I almost fell out of my chair. He’s a successful hedge fund manager and one of their best customers. … Read more
As the Fourth of July weekend looms and Americans prep their grills and ready their fireworks, some citizens are packing their bags. A recent online poll of more than 2,000 adults by TransferWise, a peer-to-peer money transfer service based in the United Kingdom, revealed that 35 percent of American-born residents and emigrants would consider leaving … Read more
Extraordinary speculative profits are possible with minor risk if you verify the truth, properly use logic, and keep it private. The establishment will continue to make war and milk the public. If you understand exactly how they are doing this, you can protect yourself and profit far beyond the norm. If you are short selling … Read more
Cross-Border ”rolls” for Qualified Plans with Legal Framework The purpose is to transfer assets of a USA qualified retirement plan to a non-US foreign investment account, recognized by the IRS, without a current tax consequence. IRS recognized Tax deferred gains and accumulations from outside the USA Asset Protection by Government and by Governance Exempt from … Read more