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International Investing Insights & Strategies

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For more than 40 years, we’ve helped American clients invest internationally. Every week, we release a new insight and/or strategy that will help you understand your options, pros and cons, and how to avoid common pitfalls and mistakes.

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Can Obama Send U.S. Citizens to Guantanamo Bay?

The blogosphere has been humming the last couple of weeks with condemnation of the 2012 National Defense Authorization Act. This ...

Another “Tax Attack” on U.S. Citizens Living Abroad

The United States is one of only two countries, and the only major country, that taxes its citizens, no matter ...

Form 8938: Not a Prelude to a Wealth Tax…This Time [Part II]

In my last blog entry, I described the latest salvo against offshore financial privacy from the IRS: the requirement ...

Form 8938: Not a Prelude to a Wealth Tax…This Time [Part I]

Back in 2010, President Obama signed the infamous Foreign Account Tax Compliance Act (“FATCA”). Among other provisions, FATCA provides that ...

USA to Non-Resident Citizens: “Pay Up, or Face the Consequences” (Part II)

Approximately seven million U.S. citizens live overseas. And while most of them don’t realize it, they’re subject to the same ...

Concept art of an article about the History of Civil Forfeiture in the US: beautiful house and yard in Texas with American flag in front (AI Art)

History of Civil Forfeiture in the US: The War on Your Wealth

“A man’s home may be his castle, but that does not keep the government from taking it.”

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Vernon Jacobs, R.I.P.

I just learned Monday that CPA Vernon Jacobs died last Friday after an unsuccessful battle with esophageal cancer.

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U.S. Treasury: We Won’t Tell You What’s Reportable

If you move cash or other "monetary instruments" across a U.S. border, you may be required to tell the U.S. ...

Concept art of an article about Relinquish vs Renounce U.S. Citizenship: airplane flying at night over city (AI Art)

Relinquish vs Renounce U.S. Citizenship: What’s the Difference?

There are several ways that a U.S. citizen can expatriate; i.e., end their U.S. citizen status.

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Why Offshore Investors are Like Osama bin Laden

U.S. citizens and permanent residents who invest offshore resemble the recently departed Osama bin Laden more than they might wish ...

Owe the IRS Money? Pay Up or You Might Not Be Able to Renew Your Passport

I've long predicted there would come a time when the U.S. government began requiring individuals applying for or renewing their ...

The Benefits of Offshore Portfolio Management

If you have the equivalent of $500,000 or more to invest (more in some cases), you qualify for the

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Concept art of an article about Traveling With Gold Coins: travel bag with one-ounce gold coins inside (AI Art)

Traveling with Gold Coins: Do’s and Don’ts

An article in a Mexican newspaper reports that Mexican federal police seized more than 150 gold coins from a traveler ...

Concept art of an article about Allocated vs Unallocatd Gold: Fancy private vault facility (AI Art)

Allocated vs Unallocated Gold

In the last few months, I’ve received dozens of inquiries from readers who wish to convert their “unallocated” holdings of ...

Congress and the IRS Tell 500,000 Foreign Financial Institutions to “Get Lost”

In March, 2010 President Obama signed the Foreign Account Tax Compliance Act (FATCA) , the largest-ever expansion of offshore disclosure ...

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Concept art of an article about Expatriation IRS Form 8854 Instructions.: wooden gavel, an old open book and law scales (AI Art)

Expatriating and IRS Form 8854

I've written widely in this blog about the subject of expatriation. From a U.S. perspective, that's the act of giving ...

Where to Find Quality Medical Care in the Caribbean

After I expatriated and moved to the Caribbean, I had to confront an important issue: health care. I quickly discovered ...

Will Your Offshore Jurisdiction Seize Your Assets?

High-tax countries like the United States aren't the only ones experiencing a budget crisis. Dozens of low-tax jurisdictions are, too. ...

Could Your Offshore Jurisdiction Go Bankrupt?

Offshore centers now face a perfect financial storm. In more prosperous times, revenues from the offshore sector, along with tourism, ...

Buying Property and Casualty Insurance Abroad

Those readers living in the United States take property and casualty insurance for granted. But if you move abroad, you’ll ...

Concept art of an article about Expatriation and Social Security Payments, Pensions, Medicare: retired American couple (AI Art)

Expatriation, Social Security, Pensions, Medicare

Expatriation—giving up U.S. residence and nationality, including your U.S. passport—is an admittedly radical step. But it's the only way that ...

Congress Enacts Obama’s Anti-Offshore Jobs Bill

The Obama administration continues to work diligently to crack down further on U.S. citizens and residents who invest offshore. One ...

Concept art of an article about Counterfeit Gold and How to Protect Yourself: gold bars sed (AI Art)

Counterfeit Gold: How to Protect Yourself

In the last few months, I've noted increasing interest from clients wanting to take physical delivery of their precious metals ...

How Babies are Like Sex Offenders

Your DNA is your genetic blueprint. It's unique to you and your DNA profile is the equivalent of a bar ...

Canadian Customs Wants Your Laptop, Too

U.S. customs authorities have assigned themselves the authority to copy all data on your laptop or other electronic device when ...

Yahoo, Verizon: Our Spy Capabilities Would Shock You

Every now and then, ordinary citizens can glimpse the breadth and depth of the surveillance infrastructure erect to monitor us. ...

Concept art of an article about Tattoo Parlor Surveillance: Signs of Suspicious Activity: man standing in tattoo parlor (AI Art)

Tattoo Parlor Surveillance: Signs of Suspicious Activity

Thinking about getting a tattoo? If you are, better not pay cash! If you do, the FBI has informed tattoo ...

Concept art of an article about Expatriation Examples: What It's Really Like to Expatriate from the USA: wooden desk with a journal and globe (AI Art)

Expatriation Examples: What It’s Really Like

There are a lot more former U.S. citizens than there once were. Americans fed up with paying tax—and their government—are ...

Austria Capitulates on Banking Secrecy

On September 1, Austria's parliament approved a law to ease banking secrecy in the last EU country on the Organization ...

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