Planning, Consulting and Incorporation Services

Offshore Company

We provide offshore company and trust formations for maximum privacy and asset protection. We can also help move your IRA or 401k offshore.

International Tax

U.S. tax services for Americans living, working and investing abroad. We create the most efficient structures and keep them in compliance with the IRS.

Plant Your Flag Offshore

New to the world of offshore? Our team has decades of experience advising clients at all levels. Allow us to be your guide to international diversification.


Like you, we’re expat entrepreneurs. We will design a custom strategy that will cut your taxes, increase profits, and protect your assets from frivolous lawsuits.

Asset Protection, Business & Investment Blog

My detailed and actionable articles will give you a unique understanding of the offshore industry.
I will give you the facts and only the facts in plain English and provide up to date intelligence that will help you structure your affairs abroad in the most efficient, legal and tax compliant manner.

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offshore asset protection trust

Ever since the Panama Papers, bashing the offshore asset protection industry has been chic. Every publisher on the planet has put out articles on how the rich abuse the system, hide their assets in offshore asset protection trusts, and don’t pay their fair share of taxes. The problem is that very few writers truly understand

fraudulent transfers

The law of fraudulent transfer can trace it’s roots back to 1571 England  and the Statute of Elizabeth. This rule allowed courts to “undo” transfers of assets which were considered to be “fraudulent transfers.” Since its enactment, it has served as the basis for the fraudulent transfer laws in much of the civilized world. The

Private Tax Debt Collectors
10/12/2016 - 12:06 PM

Back in 2015, the US government mandated that the IRS begin passing cold collection cases off to debt collectors. Last week, those contractors were hired and tax information sent out.If you owe money to the IRS, your private tax data is now in the hands of a third party collection agents. You can now expect

retained earnings

According to the N.Y. Times, The IRS has begun tracking homes bought through offshore companies and shell corporations in the United States. If you’ve setup an offshore structure, and used your retained earnings to buy real estate in the United States, you’re probably a target of the IRS. Even if your offshore company is tax

IRA when you give up US citizenship

Thousands of Americans will turn in their blue passports in the next few months. Some because of our crazy political climate, some to stop paying taxes into a broken system, and some because of FATCA and the international banking laws which make it impossible to live or do business abroad. This post will consider what

Pre-Immigration Tax Planning

If you’re moving the the United States, get ready for our crazy tax system. Most importantly, if you will become a US resident, be prepared for US tax on your worldwide income. You need to do your pre-immigration US tax planning before you arrive to minimize these taxes. Let me begin by defining what I

asset protection puerto rico

Once you have your Act 20 business in Puerto Rico up and running, you need to think about protecting its retained earnings or distributed profits. Asset protection for a Puerto Act 20 business  becomes urgent because of the amount of capital held in the company tax deferred. There are two levels of asset protection for

taking your business offshore

If you are going to take your business offshore in 2016, your offshore structure must have substance. No more shelf companies, no more nominee directors, no more trying to fake out the IRS. Taking your business offshore today demands a real office, employees, and work being done offshore. Here is a step by step guide

risks to your IRA
07/12/2016 - 1:42 PM

Most Americans think that their IRA is safe… and they would be wrong. Our IRAs and retirement accounts face risks from all sides. Here are the top 5 risks to your IRA and what you can do to protect your savings.   1. IRS Levy of your IRA or other retirement account. The Federal government

Puerto Rico Act 20

Here’s how to maximize the value of your Puerto Rico Act 20 business using the income sourcing rules. Maximizing Puerto Rico sourced income in an Act 20 business, and thus minimizing US sourced income, is the key to unlocking the 4% tax rate offered in Puerto Rico. The rule is simple: only Puerto Rico sourced