By BowTiedBrazil on Substack · Hundreds of subscribers · 12 free and 0 paid among the latest 12.
Offshore, taxation, asset protection, and cross-border transactions
Resuming the regular round-up of worldwide important tax/business updates. Feel free to scroll through and just pay attention to the countries that are relevant for you. This one I did a bit differently where I tried to explain…
If you are an American taxpayer (green-card holder or citizen), are a non-American with American sourced income and tax, or a non-American with an American entity even if no tax owed, April 15th is the deadline to file and pay…
Hi everyone. Beginning this month with this first newsletter, I will send out once a month, in addition to normally scheduled Substack articles, a summary of major tax news from across the world, along with important…
Disclaimer 1: none of this is legal or tax advice, but merely for educational and illustrative purposes. Please consult with a competently licensed professional in your jurisdiction before taking any action Disclaimer 2: this…
Who is this for: US taxpayers If you own a piece of a foreign company, the rules just changed on January 1st. The One Big Beautiful Bill Act (Public Law 119-21) rewrote significant portions of the international tax provisions…
If you live outside the United States as a non-resident alien but operate a US company (or use a US LLC for payments, banking, or clients etc), the end of the year is not just a time to close the p&l but rather one of the few…
I’ve spent two articles now explaining why offshore trusts don’t save Americans taxes. Time to talk about when they actually do. This article is for both Americans and Western Europeans. Subscribe now I’m not saying offshore…
Last article I explained why offshore trusts don’t save Americans any taxes. Today I want to go deeper on the asset protection side, specifically, when these structures actually work and when they fall apart in court. A lot of…
To start: this post is for Americans. This is the first in a series of posts looking at trusts and foundations for Americans and Europeans. Next post will be about when offshore trusts actually protect you and when they don’t…
If you spend some time on X or Youtube (or even Instagram/tik-tok), you’ve almost certainly heard an ad or “info” post about the myriad of benefits of offshore trusts or foundations Unfortunately, most of the people selling them…
This post is going to be a bit different than other ones. It’s going to be short, sweet, and to the point. I get a ton of questions and prospective clients seeing what can and cannot be done in their situation with offshore…
After we get brought into optimize or fix a tax or corporate structure problem, we often have biz owners ask us for help in prepping their company for a sale/M&A. Here is a generic checklist we give. Obviously, the details will…