Offshore Investing Guide
We understand that preserving and growing your wealth on a global scale presents both unique opportunities and complexities.
Invest Offshore Blog Posts
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Invest from China into USA with an EB-5 Visa
Pre-Immigration Statutory Asset Protection for EB-5 Visa [box style=”rounded” border=”full”]Tax and regulatory protection you can trust is registered in pension laws which are government regulated, registered and recognized by both the U.S. Internal Revenue Service (IRS) and The Peoples Republic of China.[/box] This ORSO/IRC 402(b) entity is the only statutory asset protection and tax deferred…
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Market Timing and Conspiracy Theory
Love is all that counts, everything else is rhetoric or mind games. There’s a distinct connection between meaning and value, in that those things that contain the deepest meaning for each of us, are the very things that hold the most value. The best example of this is a wedding ring, for it may have…
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Confessions of an Expat Canuck
Never before in modern history has there been a time when people everywhere have become so disillusioned by the Global Governments and their leadership. Call it an awakening, or blame it on the information-age with all it’s alternative media but the fact remains the same; Governments have gone way out of control and their leaders,…
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The Precious Gemstone Carpet
From the liquidation of a Swiss Trust, comes the most precious gemstone carpet on the market. It’s hard to imagine that another such item would even exist, although there are gemstone carpets made every day in India and elsewhere, nothing else in the world compares to this over-the-top gemstone masterpiece. Truthfully, I think everyone loves…
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How to Invest Offshore Post FATCA
For years, people have invested offshore to protect their investment. This was money that the government could not tax and could not attach to you. Many considered it the safest way to store your money. Recently, however, things are changing. FATCA, Foreign Account Tax Compliance Act, makes it harder for people to invest in offshore…
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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…
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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…
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The legal basis for a 402(b) Overseas Retirement Plan
A Nonqualified overseas retirement plan has characteristics that are opposite of what we have all been used to. This specific 402(b), the Regulated Asset Protection Structure (RAPS), allows for pre-tax contributions. There are no maximum contribution limits as this is a nonqualified deferred compensation tax law issue. The fact that this is precisely the opposite…
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