Maxim is committed to leadership in advising internationally mobile families on their wealth. We've designed this Knowledge Library to help increase financial intelligence and enable well-informed decisions. Please feel free to share, link to, and distribute this information with appropriate reference.
Investment Management
- The Case for Investing Globally
- The Use of Hedge Funds for Average Investors
- U.S. Investment Bias for Americans Living Internationally
- An Explanation of Structured Investments
- Our Take on Market Timing and Speculation vs. Investing
- Six Keys to Successful Investing
International Tax Planning
- Reporting Foreign Bank Accounts to the IRS
- Do I pay double tax if my income exceeds the
Foreign Earned Income Exclusion? - How is the Sale of a Foreign Personal Residence
Taxed in the US? - Real Estate: Tax Deferred Exchanges
- Taxation of Foreign Mutual Funds
- Foreign Earned Income and Housing Exclusions
for U.S. Expatriates Abroad - New Rules for Taxing Gain on Former Second Home
or Rental Home – 2008 HERA - Avoiding Tax Traps with Short-Term Assignments
Estate Planning and Inheritance Tax
General Guidelines and Administration
- 5 Financial Steps to Take Before Moving Abroad
- Moving Money: A Guide to International Wire Transfers
- Where to Hold your Investment Assets While Living Abroad
- Questions to Ask When Hiring an Investment Advisor
- Do Your Homework before Choosing an Advisor
- WSJ: Before You Get on That Plane...
Retirement Planning
- Demystifying Personal Finance for American Expatriates
- The Sad Truth About Retirement Withdraw Rates
- U.S. Expatriates: Two Sets of Needs, Two Sets
of Investment Goals
Offshore Investing for Americans
- Offshore Pension Basics
- IRS and Tax Treaty Partners Target Liechtenstein Accounts
- IRS Highlights “Dirty Dozen” Tax Scams
- Some Tips for Investing Offshore
- Offshore Tax Evasion
- Offshore Investments
- Offshore Accounts: Secrecy versus Privacy
- Tax Rules for Offshore Banking
Currency Risks
