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Finance

373 posts

The dollars and cents of moving abroad

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  • Finance

Thoughts on the Upcoming 2017 U.S. Tax Policy Changes: Part 2

Link to previous article in this series: Part 1 Death Tax Repeal As many of you may know, the U.S. House, on April 16, 2015, passed the Death Tax Repeal Act…
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Will an offshore bank account increase my chances of being audited?

The number one question I get from Americans considering opening an offshore bank account or forming an international corporation is, “will this increase my audit risk?” The answer is simple:…
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Best Offshore Bank License Jurisdiction in 2017

The best offshore bank license jurisdiction will depend on your use and budget. Here’s a list of my top offshore bank license jurisdictions in 2017. This list is focused on…
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How to take your defined benefit plan offshore

If you’re eligible to take distributions from your defined benefit plan, you can move it offshore. Eligibility is usually because you’re of retirement age or because the defined benefit plan…
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The Best Offshore Investment for 2017

I’ve been covering the offshore beat since 2000. In that time, I’ve seen everything, great, good, boring and bad that’s out there. I’ve seen amazing successes, high returns, losses, fraud,…
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Offshore Flag Theory for 2017, U.S. Edition

Offshore flag theory in 2017 is all about diversifying your international life. It’s also a roadmap to protecting  your family’s assets and maximizing your privacy. This version of flag theory…
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The Offshore Asset Protection Trust as a Deterrent to Litigation

The Offshore Asset Protection Trust as a Deterrent to Litigation The most important benefit of a well designed offshore asset protection trust is the one no one is talking about.…
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Is Offshore Banking Illegal?

With all of the hype around offshore banking these days, many are wondering is offshore banking illegal. Just about every client calls with a statement like, “hey, I don’t want…
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Using Leverage in Your IRA Offshore

Using Leverage in Your IRA Offshore When you invest with leverage in your IRA, you pay tax on the income earned from that leverage. However, when you invest with leverage…
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List of Offshore Banks Under Attack by the IRS

Here’s a list of offshore banks that have come under attack by the IRS in the last few years. This is not a list of banks to avoid, but rather…
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