Wealth Planning

Take Tesco’s Prudent Advice: The Magical Power of Compounding

In investing, time is your friend.  The longer an investor can commit funds to a strategy, the greater the possibility of success.  I’m sure, for many of us, we wish we could give our younger selves the advice to start saving earlier. In young adulthood, often times there are many demands on cash flow, and it …

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FBAR, PFIC and Other Four-Letter Tax Words U.S. Expats Should Know

Life as an expat in Hong Kong has all sorts of “get out of jail free” benefits – especially when it comes to family obligations.  But there is one family member American expats can’t avoid: Uncle Sam.  If you’re new to filing taxes abroad, here is a list of some four-letter terms and associated tips …

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Simplifying US Tax Payments

Make Paying Your US Taxes Easier It’s no secret that being a US taxpayer is onerous, especially for those living abroad. Preparing returns, filing supplemental schedules, and completing FBARs is tedious and complicated.  For many overseas taxpayers, the headache doesn’t end when the return is submitted. The “simple” exercise of remitting US tax payments can …

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Tax Reform Road Map

The Tax Cuts and Jobs Act was officially introduced by the House Ways and Means Committee Chairman, Kevin Brady on 2 November 2017. The 429 page proposed legislation builds on the baseline framework that was introduced back in September.

Cash Flow Planning

Cash Flow Planning Risk tolerance over time I attended a conference earlier this week and one of the featured speakers, Jeffery Coyle of Monograph Wealth Advisors in California, discussed the role of fixed income over time in an asset allocation strategy. The presentation was thought-provoking because it was, in many ways, contrary to generally accepted …

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