Managers of Wealth Americas

Use of Estonia in U.S. International Tax Planning

This makes Estonia the number one start-up technology country in Europe and one of the top in the world.

The critical importance of the Cayman Islands to the U.S. economy

All of this speaks to the critical importance of the Cayman Islands

FATCA legislation to impact SA financial services sector

FATCA is poorly understood and adopted by companies in South Africa, mostly because it is perceived that the expertise level required for compliance is low and compliance measures are expensive.

IRS Issues Final Regs on Sale of CRT Interests

An end to a tax shelter scheme?

Taxing the Rich Was a Pillar of Our Modern Society

In fact, for just about our entire modern history, our society required the wealthy to contribute their fair share of taxes.

The Best Tax Move To Shelter Property

There are a few wrinkles, of course, but when coupled with smart tax and estate planning moves, it can be a remarkably effective way to transfer wealth.

Debt-Ridden Puerto Rico Plans to Become Tax Haven to Attract US Wealth

On Monday, Puerto Rico defaulted on its debt for the first time in history, repaying only $628,000 of a $58 million portion of the total $73 billion it owes. The White House said on Tuesday that it had no plans to bailout the small island nation, which is

Think FATCA Requirements Only Apply to Foreign Entities? Think Again

Beginning with the 2012 tax year, this reporting is satisfied by filing Form 8938 with the Internal Revenue Service (IRS).

US govt faces FATCA lawsuit

A litigation suit has been filed against the US federal government arguing the Foreign Account Tax Compliance Act (FATCA) is “unconstitutional” and violates privacy rights.

Turkey, US agree to cooperate against tax evasion

Turkey's tax system draws more than two-thirds of its revenue from indirect taxes

Investor Control Dooms Private Placement Life Insurance Policy In Webber

Webber settled an Alaska Trust, taxed to Webber as a grantor trust.

Three Swiss Banks Agree to Pay $3.1 Million in U.S. Tax Program

Three more Swiss banks will pay penalties to the United States as part of deals that mean they will not face criminal charges for helping Americans avoid taxes.

Rand Paul Sues Obama Administration Over FATCA

Claims intergovernmental agreements are unconstitutional

U.S. Tax Court Issues Decision on Investor Control Over Variable Life Insurance Policy Assets

Although the Tax Court decided the case on extreme facts raised in the case

Philippines, U.S. sign deal to implement FATCA

The automatic reporting of financial accounts is premised on the appropriate safeguard measures to ensure confidentially of information

India, US sign FATCA to fight offshore tax evasion

Under the agreement, banks, mutual funds, insurance, pension and stock-broking firms will report their American client details to the tax department for sharing with the USA, said a finance ministry official, who declined to be named.

Swiss banks agree US tax evasion deal with Justice Department

Two more Swiss banks have agreed deals with the US Justice Department over tax evasion by Americans.

India, U.S. to sign tax pact Thursday - sources

The agreement could result in a fall in investments from small U.S investors into India's equity and debt markets for some time

U.S. Sided With Tax-Avoiding Companies Over Contracting Ban

The Obama administration quietly handed a victory to U.S. companies that avoid taxes by claiming a foreign address

Jeffrey Webber's Cayman Insurance Shelter Nixed By Tax Court

Jeffrey Webber is a venture-capital investor and private-equity fund manager.