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...
405
Vernon K. Jacobs
vernjacobs
Dec 4, 2006 4:48 pm
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....
406
Vernon K. Jacobs
vernjacobs
Dec 4, 2006 8:12 pm
QUERY: Though you speak favorably of offshore variable annutities, aren't there substantial commisions accompanying these financial instruments? - in...
407
Vernon K. Jacobs
vernjacobs
Dec 5, 2006 4:21 pm
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...
408
JacobsReport@yahoogro...
Dec 6, 2006 5:57 am
Reminder from the Calendar of JacobsReport http://groups.yahoo.com/group/JacobsReport/cal Escape to New Zealand Symposium Wednesday December 6, 2006 All Day ...
409
Vernon K. Jacobs
vernjacobs
Dec 13, 2006 1:14 am
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...
410
Vernon K. Jacobs
vernjacobs
Dec 14, 2006 10:23 pm
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...
411
Vernon K. Jacobs
vernjacobs
Dec 14, 2006 10:52 pm
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...
412
JacobsReport@yahoogro...
Dec 17, 2006 6:08 am
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...
413
Vernon K. Jacobs
vernjacobs
Dec 18, 2006 5:23 pm
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...
414
JacobsReport@yahoogro...
Dec 21, 2006 6:05 am
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...
415
JacobsReport@yahoogro...
Dec 26, 2006 6:01 am
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...
416
Vernon K. Jacobs
vernjacobs
Dec 29, 2006 5:02 pm
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...
417
JacobsReport@yahoogro...
Jan 1, 2007 6:15 am
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...
418
Vernon K. Jacobs
vernjacobs
Jan 3, 2007 4:51 pm
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...
419
Vernon K. Jacobs
vernjacobs
Jan 4, 2007 3:53 pm
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. ...
420
Vernon K. Jacobs
vernjacobs
Jan 4, 2007 8:10 pm
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....
421
Vernon K. Jacobs
vernjacobs
Jan 8, 2007 5:37 pm
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...
422
Vernon K. Jacobs
vernjacobs
Jan 8, 2007 6:05 pm
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...
423
Vernon K. Jacobs
vernjacobs
Jan 9, 2007 4:25 am
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...
424
JacobsReport@yahoogro...
Jan 17, 2007 6:07 am
Reminder from: JacobsReport Yahoo! Group http://groups.yahoo.com/group/JacobsReport/cal Jan 31st - Due Date for Information Returns Wednesday January 31, 2007 ...
425
Vernon K. Jacobs
vernjacobs
Jan 17, 2007 10:30 pm
QUESTION: I am interested in offshore variable annuity, however I have searched for the Code authority granting tax deferred status to a foreign variable...
426
Vernon K. Jacobs
vernjacobs
Jan 19, 2007 4:22 pm
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...
427
Vernon K. Jacobs
vernjacobs
Jan 19, 2007 6:10 pm
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...
428
Vernon K. Jacobs
vernjacobs
Jan 22, 2007 5:11 pm
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...
429
Vernon K. Jacobs
vernjacobs
Jan 23, 2007 12:00 am
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...
430
Vernon K. Jacobs
vernjacobs
Jan 24, 2007 4:47 pm
New Zealand Seminar Resurrected Last year David Tanzer & Associates, PC. and Offshore Press co-sponsored a seminar in New Zealand that we called the "Escape...
431
Vernon K. Jacobs
vernjacobs
Jan 29, 2007 10:08 pm
QUESTION: If a U.S. individual owns a foreign corporation, and that corporation has income from U.S. sources, are both Form 5471 and Form 1120-F required? On...
432
Vernon K. Jacobs
vernjacobs
Feb 9, 2007 5:15 pm
QUESTION: As far as I understand, a Panama S.A. corporation can not file 8832 to be a disregarded entity and is hence subject to ordinary income taxes on...
433
Vernon K. Jacobs
vernjacobs
Feb 10, 2007 9:41 pm
I would appreciate some help from members of this list who are professionals in web marketing. Specifically, I'm trying to find a method of identifying the...
