David Wins a Small Battle Against Goliath

Our job is to provide you with relevant information and news as it relates to your assets.  We strive to seek out the information and relay it back to you in such a way, so you can make decisions on how to manage your wealth and your asset protection plan.  Many of you are likely […]

Structuring Offshore Trusts for Asset Protection

For my subscribers last week, I wrote details on one way to properly structure an offshore trust to maximize asset protection.  Trusts are one of the oldest (if not the oldest) forms of legal ownership for property dating back to the Roman times.  While they are a bit abstract and difficult to understand, they are […]

$40,000 Vacation Home in Costa Rica

All US citizens must report any offshore assets cumulatively valued at more than $10,000 to the Federal government.  With two exceptions; real estate and precious metals.  If you are interested in offshore asset protection, these are your only two asset classes that do not require disclosure.  My job is to inform you about these types […]

The Best Essay Explaining Obama’s Agenda I’ve Read

I will not overburden you with too much explanation here, but suffice to say, the article in the link below is one of the best articles I have read about Obama’s agenda.  I aligns with my belief that we are witnessing a historic change in American politics and potentially a world shift in power.  The […]

How to Supercharge Your IRA and Save Taxes – Part 2

As I stated in yesterday’s article, our firms goal is to assist clients in developing their asset protection strategies.  Our belief is that your wealth is at risk from two main threats; government interference and litigation.  Under the heading of government interference lies taxation and we strive to help our clients minimize taxation through various […]

How to Supercharge Your IRA and Save Taxes – Part 1

My firm’s job is to help clients with asset protection strategies.  There are two main threats to your wealth; government interference and litigation.  Under the government interference category falls taxation.  One of our objectives is to help clients minimize taxation and therefore we provide you with useful information that can benefit you in your goal […]

The IRS is Buying Guns…

The following is an excerpt from the IRS specs on sources new armaments for the officers.  Hmmmm, now why would IRS agents need to be so well armed? The Internal Revenue Service (IRS) intends to purchase sixty Remington Model 870 Police RAMAC #24587 12 gauge pump-action shotguns for the Criminal Investigation Division. The Remington parkerized […]

Swiss Private Banks Refusing US Clients

This week I am attending an investment conference in Zurich called Fonds 2010.  I spent the day walking through the exhibitor area speaking to Swiss private banks, investment firm managers, hedge fund managers, and most any other type of investment professional you can think of. I approached one unnamed banker and asked if his company […]

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