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Tag: Offshore Summit

22 Oct
Offshore Bank Account

How To Open An Offshore Bank Account

Yesterday, day one of the Global Asset Protection and Wealth Summit Lief is hosting in Panama City this week, he and I had lunch with banker friends in town for the conference. One, with 30 years of experience in the global banking industry, sat down, looked around the table, and said: “I wish I hadn’t […]

19 Nov
Taking the most beneficial option under IRS regulations isn’t tax evasion. It’s using the rules to minimize your taxes burden.

Tax And Immigration Support For Americans Overseas

At last week’s Offshore Summit in Panama, one theme that came up in many of the presentations was professional competence. The context was everything from immigration professionals for establishing foreign residency and obtaining a second citizenship to tax professionals to help U.S. persons take advantage of the Foreign Earned Income Exclusion and attorneys to set up structures […]

15 Nov
In The Room With The Heaviest Hitters In The Offshore World

In The Room With The Heaviest Hitters In The Offshore World

How To Go Offshore: You Can Do It Yourself (Shocker) This week's Offshore Summit has been organized around a series of panel discussions, one for each of the Five Flags being considered. Yesterday morning, Mark Nestmann, one of the world's leading experts in offshore residency and second citizenship, led a panel discussion related to choosing [...]
08 Nov
How And Where To Pursue The Five Flags Strategy Of Global Diversification

How And Where To Pursue The Five Flags Strategy Of Global Diversification

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 [...]