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Tag: Offshore Wealth Summit

17 Oct
Porto old town and dom luis bridge with duoro river, portugal

A $120k Real Estate Opportunity You Can’t Afford To Miss

I’ll have to keep it brief today… As I write, the sun isn’t yet up here in Porto but scores of your fellow readers who jetted in from across the U.S., Europe, and even Asia, are—and they’re keen to get going on day two of my Offshore Wealth Summit. Yesterday we covered how to create [...]
12 Sep
The White House on a summer day with the American flying over it.

The Answer You’ve Been Looking For

In the wake of Tuesday’s debate, Taylor Swift gave Kamala Harris her backing for president. Maybe that tells you everything you need to know. Either way, with a net worth of $1.3 billion, Swift probably isn’t too worried about the key issue the rest of us are… It’s the economy, stupid. Watching the candidates squabble [...]
03 Sep
View from the balcony on a beach at luxury hotel, Bodrum, Turkey.

How To Build The Perfect Portfolio

How do you define “being wealthy”? An offshore attorney I met years ago defined being wealthy as having enough passive income to cover all your monthly expenses. That’s an easy answer, but not as easy a goal to achieve… Rental income can be the perfect passive income… but unfortunately, most U.S. investment professionals don’t know [...]
29 Aug
Capitol Hill Building ,Washington DC.

Taxing Times

In October, I’ll be in Porto, Portugal, for my annual Offshore Wealth Summit. One of the topics we’ll cover is filing taxes as an American offshore. Taxes are a hot topic right now as the presidential race heats up… Should he be elected, Trump plans to permanently extend his 2017 tax cuts, eliminate taxes on [...]
22 Aug
view of panoramic porto old town and dom luis bridge with duoro river ,portugal

Protect Yourself

Why would anyone want to “go offshore” anyway? That’s a question I ask myself at this time of year, as I put the final touches on the program for my annual Offshore Wealth Summit. The event takes place this year on October 16 to 18 in Porto, Portugal. I like reminding myself why I do [...]
01 Jul
Statue Of Liberty over a blue sky

The Not So Great Debate

Smell that? It’s the ashes of last week’s dumpster fire of a debate still smoldering… and that stench won’t clear easy. In between all the mumbling, bumbling, and name-calling, came the squabbling over inflation, immigration, abortion, and the big stuff too, like the candidates’ prowess on the golf course and elsewhere… If a tornado hit [...]
27 Jun
Treasury Department building in Washington, DC trump biden

Are Taxes A Reason To Go Offshore?

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 [...]
24 Jun
Growth money of profitability of professional investment planning, Business and finance concept

An Iron-Clad System For Keeping Your Assets Safe

When the King of Rock and Roll died in August 1977, his estate was valued at more than $10 million. Unfortunately, Elvis Presley’s will wound up going through probate, and it took three years for the lawyers to work things out in court. Finally, mercifully, the court ruled that the estate should pass to his [...]
20 Jun
The United States Capitol Building in Washington, DC

How To Come Out On Top This Election Year

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 [...]
13 Jun
holiday beach villas for rent on Cyprus

The Key To Building And Protecting Wealth

How did a quiet residential neighborhood in Belize end up sharing Caribbean seafront with a washing machine graveyard? What do you do when you discover your new neighbor in Ecuador turns their home into a raucous open-to-all disco every weekend? When an Argentinian family roll into a private party with a trolley-load of cash and [...]