Offshore
Free E-Book On How To Diversify Outside Of The United States
We're living in unprecedented times. Times so extraordinary that it's natural to feel powerless. With all the doom and gloom...
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The Offshore Guru’s Guide To Residency And 2nd Citizenship
Freedom... security... special benefits... a reduced cost of living... a new life... a new start... a better retirement... a grand...
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Figuring Out Your Best Choices For An Alternative Residency
A Plan B has never been more important than it is right now. Your all-important backup plan starts with the...
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How To Move Out Of The U.S. In 7 Steps
A new life overseas comes with a lot of benefits. For a start there’s the weather. Move overseas and you...
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Diversify And Protect Yourself Against Another Coronavirus Situation
COVID-19 has been a wrecking ball to many savers and investors. Although we are still very much at the start...
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How And Why To Obtain Ecuadorean Citizenship
Ecuador wouldn't usually rate high on a list of top offshore destinations. This country is a number-one retirement and lifestyle...
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Generational Wealth: How To Gift A Teak Investment
Generational wealth bothers some people, from politicians who want to seize and redistribute it to the super wealthy who don't...
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Portugal: Europe’s Hidden Gem That’s Getting Harder To Ignore
Ireland, Spain, France, and Italy might all make it into the answers of a Family Feud survey about where people...
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All The Info You Need For A Second Residency Or Citizenship
When my husband and I moved to Paris, the only real motivating factor was that we wanted to live in...
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Do You Really Need An Offshore Corporation?
Lief Simon’s Offshore Wealth Summit in Panama City last week was built around a series of workshops that addressed the key concepts to...
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A Post-Divorce Plan B That Can Really Stretch Your Nest Egg
In today's world, it can be a good idea to have a backup plan... A game plan for where to...
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Why An Integrated Lifestyle Overseas Is Your Best Backup Plan
For my Offshore Wealth Summit taking place in the W Hotel in Panama City this week, I added a new panel discussion...
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The Best Alternative Residency Options You Can Qualify For Today
Choices. The whole live-and-invest-overseas thing comes down to choices. Because taking control of your future is all about understanding your...
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How Buying Real Estate Overseas Can Protect Your Assets
Putting your money into foreign real estate is becoming a more urgent strategy all the time. Thanks to that crazy...
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Our Official List Of The World’s Easiest Residency Programs
Our annual Retire Overseas Conference is primarily a lifestyle event. The focus is on where and how to live or retire overseas....
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Why I Believe A Backup Residency Is More Critical Than Ever
In this month's issue of my Simon Letter advisory service, I continue my "Residency Through Real Estate" conversation. Last month, I detailed...
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Staying IRS Compliant While Abroad: Dates And Common Qs
How many tax dates do we Americans have to deal with? Let's see... There's the initial tax deadline of April...
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7 Best Countries To Qualify For Residency Overseas
The American interested in establishing residency or citizenship in Europe has more options today than ever in history, depending on...
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The 5 Best Reasons To Move Your Wealth Offshore
Moving assets offshore isn't a new idea. But, in the minds of most Americans, it continues to bear the stigma...
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How An Overseas Citizenship Can Protect Your Wealth
Could Royal Baby Archie be the herald of a new dawn for Americans overseas? I've been following his story with...
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Should You Get An Attorney For Residency In Panama?
A friend in Panama who is connected to the country’s new president is soliciting ideas for improving the country’s immigration...
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An Update On Tax Changes And Qualified Opportunity Zones
The U.S. tax code is nearly 75,000 pages long. That is to say… U.S. taxes are the most complicated in...
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How To Stay Compliant With Offshore Taxes
This month’s issue of my Simon Letter service features my annual review, overview, and update on taxes for the American abroad. The big...
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Five Flags: Comparing Panama And Portugal’s Citizenship, Residency, Real Estate, And Taxes
We Americans tend to dismiss Europe for overseas lifestyle and investment options, thinking this part of the world is too...
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The Three Ways You Can Qualify For Portugal’s Golden Visa
Dozens of countries offer residency- and citizenship-through-investment programs. The United States and Canada, for example, have used these kinds of...
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Bargain Real Estate And A Warm Welcome In Abruzzo, Italy
Last week's Live and Invest in Italy Conference proved to be an exciting, high-profile affair. Local news stations camped out at the...
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Is Singapore A Suitable Destination For Diversification?
Singapore sits on the path of ancient shipping lanes... which is why it has long been an attractive destination, first...
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Three Important Lessons I Learned Internationalizing My Life
The Biggest Mistake Of My Life Overseas I've been working to internationalize my life for more than two decades. It...
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How To Go Offshore And Diversify Your Life In 5 Simple Steps
5 Steps To Hedge Your Economic Bets And Ensure A Legacy For Your Heirs In the financial world, diversification is...
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Why You Should Diversify Your Life Offshore And How I Started
What Kathleen And I Are Getting Up To In Paris This Week “Think back,” my editor wife counseled... “Why, originally,...
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3 Solid Reasons To Start Investing In The Dominican Republic
The World’s #1 Offshore Haven The Dominican Republic first came onto my radar in 2005. It was the country's undervalued...
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Why A Plan B Residency In Colombia Should Be Your Plan A
World’s Best Residency Option? I spent the past several months working on a massive expansion and a complete updating of...
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Navigating The World’s Top Residency Options Firsthand
At the opening of every conference we host, I ask a few general questions to get an idea of the...
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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
Portugal is hot. I’ve been focusing time and attention on this country for the past two-and-a-half years. My first visit,...
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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
My Panama City-based team and I spent last week in meetings charting our course through 2018 and beyond. In addition...
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Your Top Live and Invest Overseas Options For 2018 Identified
Each morning this week Lief and I have convened with our Panama City-based Live and Invest Overseas team in the...
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Welcome To Belize: The All-In-One Offshore Destination
If you’re shopping jurisdictions, trying to choose where to begin (or further) the process of internationalizing your life, one country...
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