Planning, Consulting and Incorporation Services



Offshore Company

We provide offshore company and trust formations for maximum privacy and asset protection. We can also help move your IRA or 401k offshore.

International Tax

U.S. tax services for Americans living, working and investing abroad. We create the most efficient structures and keep them in compliance with the IRS.

Plant Your Flag Offshore

New to the world of offshore? Our team has decades of experience advising clients at all levels. Allow us to be your guide to international diversification.

Entrepreneur

Like you, we’re expat entrepreneurs. We will design a custom strategy that will cut your taxes, increase profits, and protect your assets from frivolous lawsuits.



Asset Protection, Business & Investment Blog


My detailed and actionable articles will give you a unique understanding of the offshore industry.
I will give you the facts and only the facts in plain English and provide up to date intelligence that will help you structure your affairs abroad in the most efficient, legal and tax compliant manner.

Sign up here to get my posts sent to your inbox every Monday, Wednesday and Friday, or read on below.





foreign earned income exclusion 2015

The Foreign Earned Income Exclusion for 2015 breaks the six figure mark! The Foreign Earned Income Exclusion for 2015 is $100,800, up from $99,200 in 2014. The FEIE is the best way to minimize your US

Foreign Assets

Ever increasing U.S. reporting obligations on Americans living, working, and/or investing abroad, make it difficult to keep up.  This is a review of your foreign assets and FBAR reporting requirements.  Foreign assets are reported on IRS

IRS Levy

The U.K. tax authority to allow IRS Levy type actions. If you owe the HMRC, they now have the authority to seize your bank account and raid your assets, just like an IRS levy. Now, it’s

Chile

The republic of Chile is one of the most business friendly nations on earth… as tax and business efficient as it is long.  Chile’s focus on high-tech start-ups has brought a wealth of talent and business

IRA Gold

Yes, you can take your IRA offshore and buy IRA gold… so long as you follow the rules and buy the right kind of gold.  If you will invest in IRA gold, this brief post is

Buy the Alibaba IPO

The largest IPO in the history of the market is coming.  Alibaba, a Chinese company, is set to go public on the U.S. exchange.  The transaction will break all volume and valuation records.  Alibaba is a

Panama foundation IRA Tax

The Panama Foundation has been approved as the “owner” of a U.S. retirement account in Panama.  This means that, those who want to invest in Panama, have access to banks or brokerage services in Panama, or

IRA to Panama

We have been working for months with lawyers, banks, and government agencies in Panama and are finally ready to announce some great news for those seeking asset protection.  You may now move your IRA or other

Foreign Pension

If you’re working abroad for a foreign company, watch out for the foreign pension tax trap.  If you get caught, you might be paying double tax on your retirement income… once when earned by the U.S.

Dollar Will Fail

With Russia and France working hard to push the U.S. dollar from its perch as the world’s currency, there is the risk of a major revolution of the dollar.  While it might not result in a

Panama Foundation Scam

Just about every week someone calls asking about using a Panama Foundation as a charity.  This is known in tax circles as the Panama Foundation scam and the internet is filled with it.  Avoid the Panama

Physical Gold

Physical gold has served as the universal currency for 5,000 years and will continue to do so long after We the People, and this nation of ours, have ceased to exist. Physical gold is also the

When to Hold

With the U.S. market at historic highs, how do you know when to hold and when to fold?  Here’s the best investment advice I’ve seen: “Buy at the point of maximum pessimism; sell at the point

Panama Foundation

The Panama Foundation provides the best asset protection and estate planning available… hands down, no questions asked.  Here’s why the Panama Foundation is the ticket for those wanting to move assets out of the United States

Foreign Assets

Moving your retirement account in to an offshore self directed IRA LLC is the best (and really, the only) way to diversify out of the U.S., protect your assets from future creditors, and boost returns by

UBIT

If you’re going to invest in one or two rentals with your IRA, then you won’t have a tax problem. You can operate these properties through a U.S. LLC (if domestic) or an offshore LLC (if

IRS Fees

If you have a tax debt, there are a number of IRS fees for setting up a payment plan or installment agreement. These IRS fees can add up quickly if you default and need to reapply.

Give Up U.S. Citizenship

As America becomes ever more intrusive in the daily lives of expats and residents alike, and the tax burden of the “haves” increases each year, the number of people giving up U.S. citizenship is also increasing.

Retire Abroad

If you are thinking about retiring abroad, here is how to maximize your privacy. We start with the premise that the U.S. government wants you to disclose all assets, holdings, transactions, and investments. We then look