Archive | High Net Worth Investor

IRS Wealth Tax Squad – Update

May 17, 2017  |   Posted by :   |   High Net Worth Investor,IRS Tax Audits   |   0 Comments

The IRS released audit stats on their audits of high-wealth taxpayers (over $10 income or assets) by their recently formed special IRS tax unit, The Wealth Squad. For Tax year 2015, 450 IRS Wealth Squad audits were initiated. These IRS audits are expensive, and time consuming starting with an expansive IRS document request, which will […]

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Global HNW Investors: Stock-Bond Investment Portfolios

May 15, 2017  |   Posted by :   |   High Net Worth Investor   |   0 Comments

In my recent article Global High Net Worth Investors: US Investments, Immigration & Tax Planning I cited the L-1 Visa US immigration strategy as explained by my colleague, and co-author Mark Ivener, Esq. (pre-eminent US immigration attorney) as a tax efficient immigration and investment strategy (I have redacted Mark’s immigration explanation of the L-1 Visa, […]

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US Tax Planning for High Net Worth Investors​

March 28, 2017  |   Posted by :   |   Asset Protection,High Net Worth Investor,International Tax Planning   |   0 Comments

Helvering v. Gregory In the landmark case, Helvering v. Gregory 69 F.2d 809, 810 (2d. Circuit Court of Appeals, 1934), reversed a decision of The Board Of Tax Appeals (precursor to US Tax Court) see: Gregory v. Commr. 27 B.T.A. 223 (1932), and found against the taxpayer (Mrs. Gregory); Hand’s decision was affirmed by the […]

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