Corporate Legal Framework to Invest Overseas

Foreign Retirement Plan Corporate Legal Framework This Foreign retirement plan corporate legal framework is the only solution to the IRS rulings in 2014 that demolish U.S. situs deferred compensation structures of working members of limited partnership (LLC/LLP) and the IRS Chief Counsel advises members may be subject to self-employment tax. This Foreign Financial Account is … Read more

On the Grid, Secure & Private

When I registered this domain name (investoffshore.com), back in 1994, I did it because I thought, at that time, that everyone would one day invest offshore. I understood the power of the Internet from the very beginning and just assumed that because of it’s ability to bring any ‘n all information to your finger-tips, that eventually … Read more

AEOI Automatic Exchange of Information

FATCA and CRS regime are commonly referred to as AEOI Automatic Exchange of Information. GATCA, or global account tax compliance act introduces the global AEOI. The OECD has developed a standard for global information exchange which has been widely endorsed: On 21 July 2014 the OECD issued the Standard for Automatic Exchange of Financial Information … Read more

US Expats and Pension Taxation

On the subject of tax, Americans attending a recent one-day conference in London aimed at US expats seemed most concerned about how the US is likely to tax their non-US pensions, according to an expert on such tax matters, who spoke at the event. “Some of them have got certain kinds of older, defined-benefit pensions that … Read more

US Government wants retirement savings in US Bonds

Why the US Government wants retirement savings in US Bonds According to financial research firm ICI, total retirement assets in the USA now exceed $23 trillion. $7.3 trillion of that is held in Individual Retirement Accounts (IRAs). Unfunded Social Security entitlements the government estimate is another $42 trillion. The US national debt has increased by … Read more

Your IBC problem

Your International Business Company (IBC problem) needs immediate attention from a U.S. Tax Attorney or experienced IRS Enrolled Agent. There is NO deferral of income in your current structure. Here is your IBC problem: 1) Your BVI, Seychelles or Anguilla IBC (an IBC from any foreign jurisdiction) is a Passive Foreign Investment Company (PFIC) 100% … Read more

Buy an Exemption from Foreign Financial Institution Regulatory Reporting

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). Additional interesting FIRPA … Read more