QUESTION: I am a US citizen and am interested in investing in offshore ETF's found at www.indexchange.com . I understand the dificulties in investing in...
QUESTION: Are there rules about how much money you hold in e bullion? Do you have to report over 10000 dollars in e bullion? DO you have to pay what rate for...
QUESTION: I believe I will qualify for the foreign earned income exclusion, but I will be living and working in a country where I will not be paying any taxes...
QUESTION: If a U.S. person uses an International Business Company (IBC) as a trustee of an offshore trust that is a US Grantor Trust and has a US Trustee, do...
Question: I've heard that the main reason why foreign trusts are popular for asset protection purposes is because the person who forms the trust can be both a...
The Sept. 27, 2005 issue of the International Wealth Protection Monitor has been posted to the Offshore Press paid subscriber's web site. The following are the...
The following comments were sent to me by a subscriber. Vern I attended a seminar presented by Ed Pankau in Denver a few years back. Bought his book "Hide...
We would like to remind you of this upcoming event. Oct. 15th Tax Return Due Date Date: Saturday, October 15, 2005 Time: All Day October 15th is the final due...
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QUESTION: I am trying to open an account in an offshore bank. Can you tell me .... 1. Whether any bank can request an inquiry of the source of my money? 2....
QUESTION: I am looking to invest as an individual and have see different HYIP and other private off-shore programs. As a US Citizen can I legally invest in...
QUESTION: A domestic revocable living trust used mainly to avoid probate taxes is not required to file any kind of reports to the IRS. The income is simply...
QUESTION: Why haven't you commented on the recommendations of the President's Advisory Panel on Tax Reform? REPLY: I haven't commented in this forum for a...
QUESTION: A Cayman Islands trust fund has been willed to me by a deceased relative, who was a citizen of Cayman. It is still in probate court so I was...
QUESTION: If I owned an IBC offshore, and I wanted to repatriate about $250,000 to purchase a condo in the US, how could I bring that money back without...
QUESTION: If a US CITIZEN wanted to purchase a home in another country like Thailand and lived in it, can their IRA be moved without penalty or can a loan be...
QUESTION: My father died almost two years ago and we are finally able to spend some time researching an overseas trust that he had opened in 1998. For some...
Richard Duke and Gideon Rothschild were Selected by Worth for Top 100 Lawyers List The December 2005 issue of Worth Magazine includes a list of the top 100...
QUESTION: Is an exchange traded fund (ETF) based on a foreign index fund that can be bought and sold on a major U.S. stock exchange treated as a PFIC or as an...
Yesterday, I posted a memo discussing the tax issues relating to exchange traded funds or ETFs. I commented that I had not been able to find any information as...
QUESTION: What if one bought such an ETF (or other foreign mutual fund for that matter) and held it less than a year? Wouldn't that be a way around the...
The International Wealth Protection Monitor is an email and web based newsletter for paid subscribers to the International Wealth Protection Library (See...
QUESTION: Vern, I got an interesting question from a client. He wanted to know if a trust can be sold. His idea was to form an irrevocable grantor offshore...
QUESTION: What happens when a grantor of a foreign trust dies? I am referring to a foreign grantor trust that does not have a US Trustee. Section 679(a)(1) of...
I received a memo from a person who seems to share what is a very common myth about the U.S. tax treatment of offshore investments. Here are excerpts of the...
Reminder from the Calendar of JacobsReport http://groups.yahoo.com/group/JacobsReport/cal Dec. 31st - Final Est. State Tax Saturday December 31, 2005 All Day ...
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QUESTION: I found your address on your web site and used a search engine to locate Prairie Village, Kansas -- which it turns out is on the border of Kansas...
