Category: Asset Protection
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Automatic Exchange of Information: What can YOU do about it?
Taxpayers with offshore assets as well as financial institutions that hold them, will all face new challenges under the OECD’s updated Common Reporting Standard (CRS). The CRS, formally the Standard for Automatic Exchange of Financial Account Information in Tax Matters, seeks to establish a global methodology for the sharing amongst tax authorities of data in…
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IRA/ 401k assets in the U.S. or Offshore?
Where is the best financial home for your IRA/ 401k assets? The U.S.A? or Offshore? Outcome: Your centralized investing in a tax free trading environment by means of a U.S. IRA/ 401(k) Trustee registered Self Directed IRA foreign investment account; which means you roll your 401(k) and IRA assets into this specific Self Directed IRA.…
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Move your USA IRA into a Registered Foreign Account
Get your IRA moved on to an Offshore Investment Platform The purpose is to transfer assets of a USA qualified retirement plan to a non-U.S. investment account, recognized by the IRS and FATCA, without a change to current tax consequence (Ordinary IRA or Roth IRA). An overseas account delivers a U.S. person the following: Tax-free…
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The Invest Offshore Unique Selling Proposition
About “How to Invest Offshore”? we are asked again, and again what makes the 402(b) RAPS (regulated asset protection structure) unique. Or, in biz-dev parlance; what is the unique selling proposition of Invest Offshore? The following points were written to an American Tax Attorney but the fact of the matter is that because Pension Law…
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Luxembourg for Business and Luxembourg for Finance launch SurprisingLux
Luxembourg launches today via its two promotion agencies Luxembourg for Business and Luxembourg for Finance the campaign “SurprisingLux: Look closer for opportunities beyond borders.” This campaign is designed to dynamically reveal the strength and diversity of the Luxembourg economy through success stories and little-known facets of Luxembourg. These are available in several formats including a…
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Offshore Compliance Programs Generate $8 Billion
IRS Urges People to Take Advantage of Offshore Voluntary Disclosure Programs WASHINGTON—With more than 54,000 taxpayers coming in to participate in offshore disclosure programs since 2009, the Internal Revenue Service today reminded U.S. taxpayers with undisclosed offshore accounts that they should strongly consider existing paths established to come into full compliance with their federal tax…
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China Offshore Summit Series
Since the inception of the China Offshore Summit series in 2010, China’s HNWI, investment groups and corporations have developed an ever increasing need for sophisticated international wealth, tax and asset planning services. This demand, coupled with growing pressure from local and international taxation authorities for transparency has created a massive gap in traditional offshore planning…
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Why an IRA Registered Foreign Investment Account Works Wonders
Asset Protection Strategy: You centralize your investing in a tax free environment by means of an IRA registered foreign investment account is the important news for you here. Regardless of whether it is for your current holdings only or for your future investments only; if it is emigrating investments out or immigrating investments in, it…