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LinkedInIn last week’s newsletter titled “Are We Slaves to the State”, I discussed the morality of taxation and a very short window of opportunity to save yourself an enormous amount of money on estate taxes. At the same time you can allow your heirs to opt out of the US tax trap with your estate. [...]
Are We Slaves to the State?
April 21, 2011 By 1 Comment
It’s that time of year again; the season that everyone loves to hate; tax time. Personally, I don’t completely despise paying taxes as much as I despise the complications of tax reporting and the use of tax dollars. Don’t get me wrong, our current tax system in the US has reached a point where it [...]
5 Steps to Eliminate Investment Risk
March 17, 2011 By Leave a Comment
The Great Reset is in Full Swing
March 10, 2011 By Leave a Comment
Are You a Beast of Burden?
March 7, 2011 By Leave a Comment
Can I Buy You a Drink?
March 4, 2011 By Leave a Comment
Asset Protection in the ‘Great Reset’
January 19, 2011 By 2 Comments
I’m Rich, Sue Me
December 10, 2010 By 1 Comment
I am writing this newsletter on a KLM flight from Europe back to the US. Over the past few days I have been attending an investment conference in Zurich. I am returning armed with asset protection and investment ideas that will help with the transition into the ‘Great Reset’. In my travels, I make it [...]
Asset Protection – FATCA Requirements
September 8, 2010 By 1 Comment
The Foreign Account Tax Compliance Act, or FATCA, will require all foreign financial institutions or FFI’s to enter into information disclosure agreements with the IRS. A FFI is any non-U.S. entity that accepts monetary deposits, holds financial assets for the accounts of others, or participates in the business of investing or trading securities, commodities, partnerships, [...]
Asset Protection – Private Family Office
June 16, 2010 By 2 Comments
Last week I discussed an investment conference in Zurich that I attended a few weeks back. I came back armed with lots of new ideas and connections for those of us interested in the capital markets. I don’t normally pontificate on money management, but after that conference in Zurich, my mind was full and I had no choice but [...]
