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EY Tax survey predicts tax reform likely within six months

13 Oct
Money, Dollars, Pocket, Bank, Income, Salary, Cash and tax reform

Nearly two-thirds of international tax professionals are preparing for transition to territorial system NEW YORK, Oct. 13, 2017 /PRNewswire/ — Seventy percent of respondents to a 36th Annual Ernst & Young LLP (EY) International Tax Conference poll indicated that they believe tax reform is likely to occur within the next six months and 63% are taking action to manage […]

Canada Overseas Retirement Plan and Hong Kong Pension Law

31 Jul
Hong Kong pension law

A specific type of Hong Kong pension law framework, when structured compliantly, can produce a cross-border financial structure that is government regulated, registered and recognized to reduce the cost of tax for cross-border investment into and out of Canada. A Hong Kong ORSO is after tax contribution with the idea that withdrawals after age 55 […]

The Netherlands is world’s biggest conduit to offshore tax havens

27 Jul
Offshore Tax Havens

‘Only five big countries act as conduit-OFCs,’ the researchers from Corpnet said in a new report. ‘Together these five conduits channel 47% of corporate offshore investment from tax havens, according to the data we analysed.’ The two biggest conduits by far are the Netherlands (23%) and the United Kingdom (14%), followed by Switzerland (6%), Singapore […]

Hong Kong ORSO Schemes for Overseas Retirement

30 Jun
Hong Kong ORSO Schemes

Knowing the differences in Hong Kong ORSO Schemes is what makes the difference because: OECD: Common Reporting Standard (CRS) disclosure facility to close in on retirement schemes in Hong Kong allegedly set up to circumvent CRS reporting. The OECD in May 2017 launched an online disclosure facility for information on schemes designed to or suspected to […]

Hong Kong ORS and CRS (Common Reporting Standard)

27 Jun
Hong Kong ORS

The Hong Kong ORS is not exempt from CRS/FATCA reporting; which means the ORS is not recognized internationally for deferral of income. ORS402(b) is an exempt from CRS and FATCA reporting exempt beneficiary financial account. WE provide the whitepapers to explain the difference between a Hong Kong ORS and our private label ORS402(b). Overseas Financial […]

Experts Prove Most Financial Advisors Aren’t Giving the Best Retirement Advice

27 Apr
Retirement Advice

LEAWOOD, Kan., April 27, 2017 /PRNewswire/ — In their article “How to Beat the Conventional Wisdom: Part 1” published in Financial Advisor Magazine, retirement planning experts William Reichenstein, PhD, Principal, Retiree Income, and William Meyer, CEO, Retiree Income, discuss their latest research which debunks conventional wisdom around tax-efficient retirement withdrawals and proves a better way to […]

Trust Builders Expands Online Retirement Readiness Solutions for Financial Advisors

20 Apr
Retirement Readiness Solutions

DALLAS, Ore., April 20, 2017 /PRNewswire/ — Trust Builders, Inc. is announcing the release of the Maximum Allowable Contribution (MAC) module for the TRAK-Online retirement readiness portal. The MAC module allows advisors to calculate the maximum annual contribution to a 403(b) account and a 457 account, including the 402(g)(7) limit and double-up options. “Helping advisors […]

The Walking Dead – Using Private Placement Variable Deferred Annuity Contracts to Enhance the Investment Return in Life Settlement Contracts

11 Apr
Using Private Placement Variable Deferred Annuity Contracts to Enhance the Investment Return in Life Settlement Contracts

I have always been a film fan. Growing up in the Panama Canal Zone, one of my Mother’s jobs for the Panama Canal Company was serving as the manager of the Balboa Theater. We used to watch initial screenings of movies together on the Big Screen as a private viewing while eating lunch from the […]

Anti-FATCA lawyer rejects Europe threat to US taxpayers

24 Mar
Improving Women's Retirement Security and US taxpayers

Sanctions unlikely, lobbyist says The leading advocate for repeal of the U.S. Foreign Accounts Tax Compliance Act has called “laughable” any attempt to sanction Washington – should it rescind FATCA – for noncompliance with copycat European tax laws. Washington-based anti-FATCA tax-lawyer and lobbyist James Jatras said European efforts to pinpoint U.S. taxpayers through the Organization […]

Transamerica Institute Announces “Improving Women’s Retirement Security”

23 Mar
Women's Retirement Security

Women face unique challenges and circumstances that put them at an even greater risk of not achieving a financially secure retirement, compared to men. A special one-hour edition of ClearPath – Your Roadmap to Health & Wealth will offer insights into the particular risks women face and clear-cut steps they can take to improve their […]