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Check out the newest article added to our online Knowledge Library, entitled Avoiding Tax Traps with Short-Term Assignments, by Claudia Howe of G…
The U.S. lost its top position as the world's most developed financial system, according to a study from the World Economic Forum and economist N…
In the aftermath of the global financial crisis many investors have begun to reassess their finances and seek out more objective and honest advic…

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We are an independent investment advisor providing global wealth management services to families in the United States and abroad. We are specialists in investment management, tax strategies and financial consulting for American expatriates. We have deep experience managing global investment portfolios with an emphasis on risk management and tax efficiency. You can trust our experts to always work in your best interests, helping you meet your personal investment goals and objectives—no matter where they may take you.

 

 


Knowledge Library
US Taxation of Foreign Currency Gains or Losses
U.S. tax treatment of gains or losses from exchanging U.S. currency for non U.S. currency (and back) is that the gain or loss on the currency exchange will be taxed the same as the underlying transaction.
Foreign Nationals in the U.S. Real Estate Market – Know Your Ground
Many foreign nationals living in the U.S. are attracted to investing in residential real estate.  Before purchasing property in the U.S., however, it is important to plan carefully in order to avoid a series of tax and legal traps. This article seeks to outline the key planning issues and junctures that the sensible foreign national investor should consider before purchasing property in the U.S.
5 Financial Steps to Take Before Moving Abroad
Planning a move to another country is an exciting, but daunting undertaking which requires significant planning and preparation.  There are many things to consider; where you'll live, where your children will go to school, arranging compensation agreements, and so on.  So it's not surprising that new expats often fail to arrange their financial lives properly before making their move.  This can be a costly mistake. 
Reporting Foreign Bank Accounts to the IRS
If you had a foreign bank account or any combination of foreign bank accounts in 2007 that exceeded $10,000 (in total) at any point in the year, you need to submit Form TDF 90-22.1, Report of Foreign Bank Accounts.

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