Prefer to listen than read? Tune in to Jimmy’s straight-talk podcasts about wealth protection for multinationals. At about 10 mins each, they get straight to the point.



Asset Protection Trusts: Domestic vs. Foreign Insights

When it comes to protecting your assets, there are a variety of options available. One of the most popular choices is a trust. Trusts can be used for a variety of purposes, but one of the most common is asset protection. In this post, we will explore the advantages and disadvantages of domestic and foreign […]

Tax Guide: U.S. Non-Taxability of Foreign Gifts and Inheritances

When it comes to taxes, receiving a gift or inheritance from a nonresident alien can be a confusing subject for U.S. citizens and residents. However, it’s important to understand that these types of transfers are not subject to tax in the United States, as long as certain conditions are met. First, it’s essential to understand […]

Tax Guide for Investing In Foreign Corporations CFC, Subpart F, GILTI and Form 5471

Investing in a foreign corporation can have significant tax consequences for U.S. taxpayers. In this blog post, we will discuss the tax implications of investing in a foreign corporation, including controlled foreign corporation (CFC) rules, subpart F income, Global Intangible Low Taxed Income (GILTI) and the requirement to file Form 5471. First, let’s define a […]

Getting U.S. Tax Residency – Navigating the Tax Considerations

Let’s talk about your U.S. tax residency. Moving to the United States and becoming a U.S. tax resident can be a complex process, with many tax considerations that need to be taken into account. Whether you are a foreign national considering a move to the U.S. for work, study, or to start a business, or […]

IRC 897(i)- Avoid 40% US Estate Tax for Foreign Real Estate Investors

Nonresident aliens who invest in U.S. real estate face a number of tax risks that can have a significant impact on their investments if not properly addressed. These risks are the result of the fact that nonresident aliens are subject to different tax rules than U.S. residents, and may be subject to harsh U.S. estate […]

Dynasty Trusts: Securing Your Family’s Wealth for Generations

Are you a wealthy individual or family looking for a way to protect your assets for future generations? If so, a dynasty trust may be the perfect solution for you. A dynasty trust is a type of trust that is designed to last for multiple generations. It allows assets to be passed down to future […]