The stage is set. Tonight, Trump and Biden face off in the first of two slated debates. Taxes look set to feature high on the agenda. Trump wants to extend all the Tax Cuts and Jobs Act of 2017 provisions which are set to expire next year. Depending on who you listen to, that could [...]
There’s a lot of things about 2020 many of us would like to forget. The pandemic takes the top spot… but Trump v. Biden comes a close second. And now here we are again with the rerun most nobody wanted. Maybe you have no horse in this race, but chances are, you do. And while [...]
Addressing The Plight Of The Middle-Class Millionaire A friend in the tax business told me today about a law firm he knows that targets clients with net worths of US$100 million or more, the ultra-high-end of the wealth management market. That's a market with fewer than 3,000 potential clients in the United States. Still, the [...]
Five Flags Geography I'm reviewing and clarifying my ideas related to the Five Flags theory of diversification in preparation for my opening remarks at this week's Offshore Summit in Panama City. If you're new to the idea, the "Five Flags" are to do with residency, citizenship, banking, assets, and business. Not everyone needs all five flags planted [...]
Fill In Presidential Election Winner’s Name Here By way of full disclosure, I wrote this essay last week, before the U.S. presidential election. I held on to it waiting to see which candidate's name to fill in to the opening paragraph... Obama has won. He'll be running the show in the United States for the [...]
Offshore Living Letter is a publication of Live and Invest Overseas. Our goal is to provide timely, actionable information on all things offshore, including: how to go offshore, diversifying your portfolio, wealth creation, protecting your assets, and much more.
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