Global Capital. Clear Intelligence.
Part I of this series focused on the unforeseen nightmare and problem of unfiled tax returns for undocumented immigrants. The consequences of “kicking the can down the road”, will have significant legal and financial consequences for the 12 million undocumented immigrants that have not filed tax returns at the federal and state level. It is … Read more
The U.S. Presidential Elections have shifted into overdrive with both the Republican and Democratic holding their conventions over the next two weeks to select Donald Trump and Hillary Clinton as their party’s candidates respectively. Viewed in tandem with Britain’s departure from the European Union and recent acts of terrorism in France and Belgium, the political … Read more
Recently I wrote an article on JD Supra called Split to Be Tied (May 4, 2016) regarding the Tax Court decision in Estate of Morrissette, (Estate of Clara M. Morrissette v. Commissioner, 146 T.C. No. 11 (April 13, 2016)). Once again, the IRS has lost a significant inter-generational split dollar case – Estate of Marion Levine, Deceased v. … Read more
Tax Strategies to Reduce Taxation and Build Wealth for House Flippers I seem to be perpetually out to lunch. When I step on the scale too, this point is further confirmed. I do not know why I have waited so long to write an article for the benefit of real estate investors who “flip” houses. … Read more
If we wrote a book about the Malta U.S. Pension Scheme it would be about 12 pages even if we covered everything imaginable in great detail…otherwise it would be a couple of paragraphs and not worthy of a white paper because it is NOT an occupational retirement plan it is a life time annuity with … Read more
We provide clients with a private label trust platform that is consolidated international occupational retirement law and is government regulated, registered and recognized in over 130 countries. A Fairbrook Alliance Private Label Trust is not a tax haven, insurance product or company, or personal trust; it is a globally-recognized occupational retirement plan providing far greater … Read more
If you’re looking for overseas asset protection and diversification we believe that what our asset protection expert will teach you is the only GLOBALLY compliant way to do it. None of us wish to come under scrutiny for our structuring of our financial assets and protecting our future! This is where the structure our asset … Read more
The trend in Chinese offshore investment in the U.S. has been increasing each year. In 2012 the level of investment was $6.5 billion. Much of this investment is in U.S. real estate where great buying opportunities still exist. The registered foreign retirement plan is an ideal asset protection vehicle for Chinese investors that make investments that … Read more
There are 4 sections of IRS code that need to be considered in regards to non-qualified deferred compensation plans and a U.S. tax lawyer who is without prior research on IRC 402b foreign retirement plans will bill between $125,000.00 and $200,000.00 prior to doing research on foreign country pension laws. The reason that specialist Tax … Read more