Tag Archives: UBIT

Charitable Remainder Trust Problems

02 Dec
Charitable Remainder Trust

Charitable Remainder Trust Overview: 1) Trust status cannot extend to beneficiaries and participants The point for all to grasp is that whatever the legal, juridical and tax status of funding structures, that status cannot extend to beneficiaries and participants as individuals. That is why a trust is quite useless to beneficiaries and participants. Besides it […]

Your IBC problem

13 Feb
United States of America bald eagle - IBC problem

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% […]

Buy an Exemption from Foreign Financial Institution Regulatory Reporting

22 Dec
Campaign poster showing William McKinley holding U.S. flag and standing on gold coin "sound money", held up by group of men, in front of ships "commerce" and factories "civilization" - Buy an Exemption from Foreign Financial Institution Regulatory Reporting or FIRPA,

January 1st, 2016, recognized foreign retirement plans will be bracketed with US retirement plans for the purpose of investments; which means our recommended Hong Kong ORS402(b) is for anyone, including US people to invest in US Real Estate completely free of tax, as an Exemption from Foreign Financial Institution Regulatory Reporting (FIRPA). Additional interesting FIRPA […]

Why an IRA Registered Foreign Investment Account Works Wonders

03 Oct
Sunset view from the back of the Seljalandsfoss waterfall, Suðurland, Iceland. The waterfall of the river Seljalandsá drops 60 metres (200 ft) over the cliffs of the former coastline - IRA

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 […]

A Foreign Account for Your IRA

25 Mar
SpaceX's Falcon 9 rocket delivered the ABS 3A and EUTELSAT 115 West B satellites to a supersynchronous transfer orbit, launching from Space Launch Complex 40 at Cape Canaveral Air Force Station, Florida on Sunday, March 1, 2015 - IRA

Setting up a foreign account without Unrelated Business Income Tax (UBIT) or distribution tax problem: Self-Directed IRA If you search around on the web, you will find that there are many companies offering Self-Directed IRAs. You will find little actionable information on government regulated, registered and recognized foreign pension funds, investment accounts or brokerage accounts. […]

Offshore Self Directed IRA

30 Jan
Self directed IRA Captain Frank P Armstrong at wheel of steamboat Duchess, 1887, near Golden BC

Set-up a Foreign Account for Your U.S. IRA without Unrelated Business Income Tax (UBIT) or (UBTI) distribution tax problems If you search around on the web, you will find that there are many companies offering Self-Directed IRAs. You will find little actionable information on government regulated, registered and recognized foreign pension funds, investment accounts or […]