QUESTION: I have some questions as a beneficiary from an offshore non grantor trust. My father established the trust in the Isle of Jersey, off of UK in 1978....
QUESTION: I have recently discovered your group on Yahoo! and have read countless messages regarding the 5471. I find the forum to be excellent and will follow...
QUESTION: I will be getting audited by the IRS. Do you sell anything I can show to the Revenue Agent to persuade him or her that my HYIP profits are legit? I...
QUESTION: I work in the Middle East and I am paid by the joint venture from the Middle east. The joint venture is half American and half Oman. Do I have to...
QUESTION: Thought this might be of interest to you. It's a copy of portions of an email memo I received. This doesn't quite smell right. Your thoughts? "For...
COMMENT(1): In your reply to the person who sent you the "questionbable claims", You should have been more blunt and said that some of the assertions were B.S....
QUERY: Though you speak favorably of offshore variable annutities, aren't there substantial commisions accompanying these financial instruments? - in...
The Jacobs Report is a moderated list that is open to the public. It is basically an announcement/newsletter type of list. I have found in the past that...
Reminder from the Calendar of JacobsReport http://groups.yahoo.com/group/JacobsReport/cal Escape to New Zealand Symposium Wednesday December 6, 2006 All Day ...
JacobsReport@yahoogro...
Dec 6, 2006 5:57 am
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One of the most common motivations for those who venture offshore is the belief that they can avoid or defer U.S. income taxes with a foreign bank account, a...
QUESTION # 1 - I have a book entitled "Tax Havens of the World" written by Thomas Azzara. The book was published in 1993. It states "with proper planning a...
COMMENT: The information about your book on how to legally save taxes seems to be full of a lot of technical hair-splitting stuff that takes a lot of time and...
Reminder from: JacobsReport Yahoo! Group http://groups.yahoo.com/group/JacobsReport/cal Dec. 31st - Final Est. State Tax Sunday December 31, 2006 All Day (This...
JacobsReport@yahoogro...
Dec 17, 2006 6:08 am
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You probably get a lot of requests for charitable contributions at the end of the year, as I do. So it becomes a question of choosing between various worthy...
Reminder from: JacobsReport Yahoo! Group http://groups.yahoo.com/group/JacobsReport/cal Deadline to Set up Keogh Plan Sunday December 31, 2006 12:00 am - 1:00...
JacobsReport@yahoogro...
Dec 21, 2006 6:05 am
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Reminder from: JacobsReport Yahoo! Group http://groups.yahoo.com/group/JacobsReport/cal Deadline to Set up Keogh Plan Sunday December 31, 2006 12:00 am - 1:00...
JacobsReport@yahoogro...
Dec 26, 2006 6:01 am
416
Happy New Year to all of you ! Hopefully, the new year will be both prosperous and free of further restrictions on our liberties, but I'm somewhat apprehensive...
Reminder from: JacobsReport Yahoo! Group http://groups.yahoo.com/group/JacobsReport/cal Jan 15th - 4th Quarterly Due Date Monday January 15, 2007 All Day (This...
JacobsReport@yahoogro...
Jan 1, 2007 6:15 am
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QUESTION: According to an investment newsletter, If your prime or second residence has a first mortgage through a bank, your self-directed IRA is allowed to...
That is a prohibited transaction no doubt about it. I have a whole IRA module in my course on investing in real estate and who you can and can't do it with. ...
Yes, it is a prohibited transaction; however, the DOL has allowed an exception to this transaction and has allowed it to occur under certain circumstances....
QUESTION: In regards to the capital gains on the asset used to fund a Foreign Commercial Deferred Variable Annuity owned by a foreign corporation, would there...
QUESTION: My IRA has invested in some offshore real estate. Because an IRA may establish a deposit account in a foreign jurisdiction, are all the other filings...
QUESTION: Do you think a variable annuity without a living/death benefit rider would be a viable alternative to setting aside money for a charity instead of a...
Reminder from: JacobsReport Yahoo! Group http://groups.yahoo.com/group/JacobsReport/cal Jan 31st - Due Date for Information Returns Wednesday January 31, 2007 ...
JacobsReport@yahoogro...
Jan 17, 2007 6:07 am
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QUESTION: I am interested in offshore variable annuity, however I have searched for the Code authority granting tax deferred status to a foreign variable...
QUESTION: It is my understanding that owning a variable offshore annuity would result in the owner checking "No" on his income tax return for foreign ownership...
QUESTION: Just ordered "offshore tax strategies" and it reminded me that you mentioned back in September that there was some updating to the Controlled Foreign...
QUESTION: How does one go about finding an aggressive, competent tax preparer? I don't make a lot of money, but my taxes are becoming more complex due to my...
This is a two part exchange with a member of this list who doesn't agree with my views about whether a foreign variable life insurance policy needs to be...
