Invest Offshore

Category: Asset Protection

  • Short Sell List Criteria

    —

    by

    Aaron
    in

    Q: What are your standards for placing a share on your short sell list, and does this in any way relate to your calling the low in the gold market? A: Good questions. There is an inverse relationship between gold and story stock like Tesla Motors (symbol TSLA). Also, when you’re long gold, you are…

  • Offshore asset protection structures that work

    —

    by

    Aaron
    in

    Opinion has nothing to do with what we are about or why our offshore asset protection structure works. What we are about is defined specifically and exactly on the W8 form, we are using the IRS own language rather than some opinion. We are W-8BEN-E box 29e recognized! That is who we are. The IRS…

  • New Tax system is hostile to Trusts

    —

    by

    Aaron
    in

    The tax system is generally hostile to foreign trusts. The hostility is understandable– trusts interfere with the government’s ability to impose or collect tax. As a result, the laws are slanted against foreign trusts. Income is taxed punitively. The right paperwork must be prepared “just so” and filed on time, or massive penalties can result.…

  • Buy an Exemption from Foreign Financial Institution Regulatory Reporting

    —

    by

    Aaron
    in ,

    January 1st, 2016, recognized foreign retirement plans will be bracketed with US retirement plans for the purpose of investments; which means our recommended Hong Kong ORS402(b) is for anyone, including US people to invest in US Real Estate completely free of tax, as an Exemption from Foreign Financial Institution Regulatory Reporting (FIRPA). [box type=”tick” style=”rounded”…

  • End of the Line – Part II: Year End Tax Planning Strategies

    —

    by

    Aaron
    in

    This article is Part II in a series of tax planning strategies for year-end tax planning for the 2015 tax series. The article addresses the Pooled Income Fund (PIF) which as this article demonstrates, has surprising planning utility in the current low interest rate environment. Planned giving officers of tax exempt organizations are very familiar…

  • The End of the Line – Part I: Year End Tax Planning Strategies

    —

    by

    Aaron
    in

    This article is designed to provide an overview of a technique that might allow taxpayers to accomplish significant income tax savings at the end of the 2015 tax year. This planning can be accomplished regardless of whether you are a taxpayer with high W2 income or a taxpayer with a once in a lifetime realization…

  • 5 Tax Discussions to Have with Your Advisor Before 2016 Arrives

    —

    by

    Aaron
    in

    ROCKVILLE, MARYLAND – (November 30, 2015) – Each year, tax season is one of the times that people around the nation dread the most. Having to file the return, paying in, and the stress of it all can leave people feeling the pinch. In fact, most people don’t take action about their tax bill until…

  • Asset Protection for American Retirement Savers

    —

    by

    Aaron
    in

    U.S. DEPARTMENT OF LABOR RULE WOULD ADD URGENTLY NEEDED PROTECTIONS FOR AMERICAN RETIREMENT SAVERS OVERVIEW Every year, retirement savers in the IRA market alone lose at least $17 billion in savings due to conflicted investment advice. Today’s retirement market functions quite well for the broker-dealers, insurance companies, and mutual fund complexes that reap billions of…