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Trade risk for security offshore – Overseas Personal Pension The simple solution is to centralize your investment into a U.S. IRS fully compliant tax free trading environment. This can be accomplished by using a US – onshore regulated Trustee and using a self Directed Individual Retirement Account (IRA) Foreign Investment Account. You can easily rollover … Read more
Offshore Investment Truth Offshore investments have access to the widest possible variety of investment instruments and may often pursue more aggressive investment strategies than if they were registered in a “traditional” jurisdiction. (These Funds out-perform U.S. Funds in Asia and South America). It is also quite common for an offshore investment vehicle to outsource some or … Read more
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 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
DETROIT – JANUARY 19, 2016 – Freeman Tax Law, a tax law firm specialising in overseas financial issues and IRS representation, recently published an eBook for people who are interested in renouncing U.S. citizenship. It includes important information regarding expatriation, including what the obligations are when trying to renounce U.S. citizenship, the penalties for failing … Read more
Opinion has nothing to do with what we are about or why our offshore asset protection structure works. What we are about is defined specifically and exactly on the W8 form, we are using the IRS own language rather than some opinion. We are W-8BEN-E box 29e recognized! That is who we are. The IRS … Read more
After several years of rising returns, 401(k) and IRA investors will be reminded with their next statements that investments in the stock market don’t always go up and in some cases they may have made a retirement mistake. The S&P 500 is down more than 10 percent over the past month, and volatility is on … Read more
This article is Part II in a series of tax planning strategies for year-end tax planning for the 2015 tax series. The article addresses the Pooled Income Fund (PIF) which as this article demonstrates, has surprising planning utility in the current low interest rate environment. Planned giving officers of tax exempt organizations are very familiar … Read more
This article is designed to provide an overview of a technique that might allow taxpayers to accomplish significant income tax savings at the end of the 2015 tax year. This planning can be accomplished regardless of whether you are a taxpayer with high W2 income or a taxpayer with a once in a lifetime realization … Read more