Offshore
There Are Many Reasons For Going Offshore, Taxes Aren’t One
Last week was the end of the official tax season for Americans. We all got an extra day this year...
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Santo Domingo: Dominican Republic’s Colonial Capital
I've been hanging out in New World cities that Spain built for a long time. Over the past 35 years,...
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Why I Don’t Recommend Offshore Banks Anymore (From An Offshore Expert)
Banking overseas is more challenging today than it's ever been and more challenging all the time thanks to the constantly...
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How Trump’s Tax Changes Impact Americans Offshore
Trump threw us Americans with businesses overseas a curveball in December. His tax changes eliminated the deferred tax status for...
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Why It’s More Urgent Than Ever To Be Diversified Offshore
The key advantage to "going offshore," as we refer to it, is diversification. The very good news is that you...
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3 Solid Reasons To Start Investing In The Dominican Republic
The Dominican Republic first came onto my radar in 2005. It was the country’s undervalued beachfront property that got my...
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Spain And Portugal Offering Passports To Sephardic Descendants
The Spanish began their famous Inquisition in 1478, but it wasn't until the Alhambra Decree in 1492 that the expulsion...
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The 5 Best Places To Go Offshore And Diversify In 2018
World’s Best Backup Residency, Second Citizenship, Tax Cutting, Business, And Banking Options In 2018 The offshore world is ever-changing. Legislation,...
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FEIE Basics
Foreign Earned Income Exclusion Basics The Foreign Earned Income Exclusion (FEIE) is the expat's first, and sometimes only, line of...
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E.U. Blacklists 17 Tax Havens, Another 47 On Gray List
Guess Which Country Isn’t On This New EU Black List? The EU has this week released a short list of...
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Why I’m Applying For Residency In The Dominican Republic
Sneak Peek: Our #1 Pick For Going Offshore In 2018 About 18 months ago I began the process of applying...
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Staying IRS Compliant While Abroad: Dates And Common Q’s
Staying IRS Compliant As An American Abroad It’s tax time again for us Americans. That is, tomorrow, Monday, Oct. 16,...
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Why Residency In Portugal Is Today’s Golden Opportunity
Hottest Ticket In The Eurozone Portugal is hot. I’ve been focusing time and attention on this country for the past...
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Rule #1 For Dealing With Offshore “Experts”: Question Everything
The Trouble With Offshore "Experts" Like most countries, France charges a transfer tax when you buy a piece of property....
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Unveiling Our 2018 Live And Invest Overseas Conference Calendar
Oh, The Places We’re Going... My Panama City-based team and I spent last week in meetings charting our course through...
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Your Top Live and Invest Overseas Options For 2018 Identified
In Secret Meetings In A Private Room In A 150-Year-Old Hotel... Each morning this week Lief and I have convened...
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Welcome To Belize: Your All-In-One Offshore Destination
Our Favorite All-In-One Offshore Haven If you’re shopping jurisdictions, trying to choose where to begin (or further) the process...
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Our Official List Of The World’s Easiest Residency Programs
5 Best Places To Establish Residency Overseas Live and Invest Overseas' annual Retire Overseas Conference is in full swing here in...
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Why We Always Return To Offshore Real Estate As A Top Asset
How To Choose Where To Go Offshore These past several days, since last week’s Offshore Wealth Summit in Panama City, Panama, we’ve...
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Where You Should Be Opening An Offshore Bank Account (And Why)
3 Critical Things To Understand Before Opening A Bank Account Overseas Yesterday, we discussed your best options for establishing alternative...
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Don’t Just Sit There! Start Reinventing Your Life Offshore
World’s Best Residency Options Listen to the news for 10 minutes these days, and you’re convinced. We all need a...
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The Ideal Destinations For Creating Your Plan B, Discussed
Why Go Offshore In The First Place? Yesterday we looked at options for forming an offshore structure and wondered: Who...
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Do You Really Need An Offshore Corporation?
Who Really Needs An Offshore Structure? Lief Simon's Offshore Wealth Summit in Panama City this week is built around a...
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6 Options For Property Investing In Greece + A Big Bonus
How To Acquire Residency In Europe If Europe is on your list of places to explore, but you are worried...
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Colombia: One Of The World’s Easiest Residency Options
Easiest And Best Residency? We’re updating our guide to foreign residency and second citizenship. I’m reviewing the final chapters, and...
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Highlights From Our 2017 Dominican Republic Conference
These Folks Weren’t Fooling Around The crowd in the room for last week’s Live and Invest in the Dominican Republic...
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Moving Assets Offshore: The Best Way To Defend Your Wealth
Better Call Joel—How To Make Your Wealth Untouchable Moving assets offshore isn’t a new idea. But, in the minds of...
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Why Panama Corporations Are Just Not Worth It Anymore
If Your Panama Attorney Insists You Need A Panama Corporation, Just Say No When I first began spending time and...
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The 6 Rules For Asset Protection And Offshore Real Estate
Six Rules For The Offshore And Real Estate Beginner Years ago, a friend--a smart guy...a guy who'd been around the...
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Portugal’s Golden Visa Program Offers Residency And Profit
Your Best Option For Residency In Europe Obtaining residency in a foreign country can be one of the most valuable...
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The Essential Steps To Formulating Your “Plan B” Exit Strategy
Two Steps To Creating Your Ideal Plan B In my inbox this weekend, I had this email from a reader:...
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It’s Not “24”…It’s Last Night’s Presidential Debate
You Still Have Time To Formulate Your Plan B—But Maybe Not A Lot The U.S. election season is winding down…...
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Retire To Puerto Rico, America’s Tax-Friendly Territory
The Caribbean Tax Haven That’s Right In Your Backyard When people say there is no place in the world quite like...
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The Tax Advantages Of Starting And Operating A Business Offshore
How To Operate Your Business Overseas Tax-Free The key advantage of going offshore is diversification. The good news is that...
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11 FAQs On Business And Residency In Dominican Republic
The Dominican Republic is a top choice for real estate purchase, backup residency, second citizenship, and banking offshore.
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Why I Applied For Residency In The Dominican Republic
My DR Residency: Lief Made Me Do It Lief had to persuade me to go along. At first, I resisted....
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Here’s The Best Second Passport Option Available Today
Your Best Option For Backup Residency Or A Second Passport Ease of residency and the ability to work in a...
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IRS Can Revoke Passports Under FAST Act
What You Need To Know About The New FAST Act It's official. The IRS can now revoke your passport if...
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Having An Offshore Bank Account Isn’t Illegal
The Most Important Thing To Know About Going Offshore (It’s Not Illegal) Going offshore can be a big, scary idea....
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Foreign Earned Income Taxation Vs. Passive Income Taxation
Tax Benefits Of Moving Overseas The single most frequently asked question with regards to asset protection and taxation overseas is this:...
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Best Options To Establish Residency In Another Country
Why Would You Want To Establish Residency In Another Country? Residency is one of the Five Flags of going offshore. Why...
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Having An Offshore Bank Account Post-FATCA
Day One, Flag One: What You Need To Know About Having A Bank Account Offshore "We're defined by our choices....
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Interested In Backup Residency Or A Second Citizenship?
Who Needs Backup Residency Or A Second Citizenship? I've been participating in conferences to do with living and retiring overseas...
Read moreWhy You Need An Offshore Bank Account Today
Your First Lesson In Offshore Asset Protection—Remember, This Is Not Illegal Going offshore can be a big, scary idea. In...
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Going Offshore: What Type Of Entity Will You Need?
Corporations, LLCs, Trusts, And Foundations—A Layman’s Guide A reader wrote last week asking me to name the best jurisdiction for...
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Offshore Banking In Andorra
My Day In Andorra Last week, I drove from Paris to Andorra to meet with my bank there. The bank...
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Residency And Second Citizenship In The Dominican Republic
The Dominican Republic—Best For Residency And Citizenship, Too I'm just back in the office after a week in the Dominican...
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How FATCA Has Changed The World Of Offshore Banking
Global Banking In Our Post-FATCA World "'Knock three times and ask for Roscoe.' "That's what offshore banking used to be,"...
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How To Choose Where To Base Your Business Offshore
How To Take Your Business Offshore (The Tax Breaks And Other Perks Can Be Big) Kathleen and I have set...
Read moreWhy You Need An Offshore Bank Account
Your First Lesson In Offshore Asset Protection—Remember, This Is Not Illegal Going offshore can be a big, scary idea. In...
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