Category: ETF, Hedge & Mutual Funds
-
American’s Living Abroad and FATCA
An American’s Living Abroad, or an Expat as they’re commonly known, now faces radical changes in how they file annual income tax reports because of the new FATCA (foreign account tax compliance) regulations. Amongst the more common questions and concerns relates to owning offshore mutual funds (held but not sold). This brings us to the…
-
How Hidden Investment Fees Can Upend Your Retirement Goals
Financial Planner Says Investors Need To Understand The Ramifications Saving enough money for retirement can be a tricky proposition even under the best circumstances. But when some of those dollars are being siphoned away by hidden – and perhaps unnecessary – fees, then the path to a secure retirement becomes even more difficult to navigate.…
-
Message to Offshore Money Managers
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…
-
Structuring Limited Partner Ownership Offshore
This Hedge Fund Limited Partners Ownership is the Only Tax Deferred Income on Gains & Accumulations Entity Not Subject to Self-Employment Tax The effect of all these rulings in 2014 demolished common U.S. situs deferred compensation structures for members of a limited partnership (LLC/LLP) which is the reason that this solution is only found in…
-
Offshore Investment Advisory Services
Arthur Fixed has a history of making extraordinary profits in financial markets. His three most successful speculations were: Shorting the USA stock market during the 1987 crash Being long on real estate from 1994 to 2007 Shorting the Internet bubble in 2001 A new opportunity may now dramatically outdo these successes. Like all opportunities, it…
-
Retirement Plans Can Be Imperiled When Long-Term Care Needs Arise
Savings Are Depleted Quickly If Not Properly Protected There’s a tendency to give a silent cheer any time the average life expectancy grows a little longer. But long life also has its downsides. “Not everyone will spend all of their retirement years being active and doing all the fun things they planned,” says Mark Cardoza,…
-
DMS Offshore Investment Services Onboards White Oak AIF On Irish Platform
GRAND CAYMAN, Cayman Islands, Feb. 28, 2015 /PRNewswire/ — DMS Offshore Investment Services Ltd. (DMS), the world’s largest fund governance firm, and White Oak Global Advisors, LLC (White Oak) have announced the launch of an Alternative Investment Fund (AIF) hosted on DMS Irish platform. White Oak has engaged the DMS AIF platform, which is…
-
Top Offshore Mutual Funds
Offshore mutual funds is a term which generally refers to a collective investment scheme domiciled in an offshore jurisdiction. The reference to offshore, in the classic case, usually means a traditional offshore jurisdiction such as the Cayman Islands, Jersey or the British Virgin Islands. However, the term is also frequently used to include other corporate…
-
Offshore Investment into the United States
Sophisticated tax structuring is generally involved in the Investment activities of foreign private and sovereign investors in U.S. private equity and real estate investments, that generate effectively connected income to a U.S. trade or business (ECI). The focus of this structuring generally accomplishes several important tax and non-tax objectives. Re-characterization of income otherwise it’s subject…