Tag: IRS

  • Offshore asset protection structures that work

    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…

  • End of the Line – Part II: Year End Tax Planning Strategies

    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…

  • The End of the Line – Part I: Year End Tax Planning Strategies

    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…

  • Offshore Compliance Programs Generate $8 Billion

    IRS Urges People to Take Advantage of Offshore Voluntary Disclosure Programs WASHINGTON—With more than 54,000 taxpayers coming in to participate in offshore disclosure programs since 2009, the Internal Revenue Service today reminded U.S. taxpayers with undisclosed offshore accounts that they should strongly consider existing paths established to come into full compliance with their federal tax…

  • Offshore Corporate Structures Under Attack

    New OECD attack on corporations means this regulatory non disclosure reporting compliance is more important than ever! With new moves from the OECD to curb corporate tax loopholes imminent, now is a good time to look at diversifying your business and personal financial solutions. OECD unveils plan to close tax loopholes We can help you…

  • Why an IRA Registered Foreign Investment Account Works Wonders

    Asset Protection Strategy: You centralize your investing in a tax free environment by means of an IRA registered foreign investment account is the important news for you here. Regardless of whether it is for your current holdings only or for your future investments only; if it is emigrating investments out or immigrating investments in, it…

  • IRS probes Belize offshore accounts

    MIAMI, Florida, USA, Sept. 22, 2015 – “Uncle Sam” has ramped up collection efforts on US taxpayers, including US citizens, Belizeans with dual nationality and green card holders who are believed to be hiding their wealth in offshore jurisdictions in Belize, which has not only been dubbed as a “tax haven” – but has also…