All Episodes
Offshore Tax with HTJ.tax — 116 episodes
Are Offshore Dividends Taxable in Hong Kong?
How to Claim Foreign Tax Credits in Singapore
What Does “Received in Singapore” Mean for Foreign Income?
Are US Dividends Taxable in Singapore?
Is Overseas Business Travel Income Taxable in Singapore?
Is Remote Work for a US Company Taxable in Singapore?
When Is Overseas Employment Income Taxable in Singapore?
Core Principle of Taxing Foreign Income in SG, HK & MY
Singapore: General Rule for Foreign-Sourced Income
Client Suitability and Minimum Thresholds for Offshore Planning Structures
SPV Custodial Structures and CRS Compliance
Why Svalbard Matters in International Tax Planning
The UK Taxes That Still Apply to Offshore Property Structures
Can HMRC Obtain Information from a Svalbard Trustee?
How Inheritance Tax Applies to Offshore Property Trusts
Understanding TRS Obligations for Foreign Trust Structures
Breaking Down the UK Property–Offshore Company–Trust Chain
What Does “Death invisibility” Mean For HMRC
Could the PPLI Bill Lead to FATCA-Style Reporting Expansion?
The UK Taxes That Still Apply to Offshore Property Structures
The Significance of the 25-Investor Threshold in PPLI Reform
How Existing PPLI Policyholders Can Adapt to the Proposed Rules
Understanding the 25-Contract Test in the Proposed PPLI Bill
What Happens to the Death Benefit Under the Proposed PPLI Rules?
How the Proposed PPLI Bill Would Tax Withdrawals, Loans, and Death Benefits
How the PPLI Abuse Act Would Tax Policy Gains
What Happens If PPLI Loses Its Insurance Status?
The Evolving Role of Valuation for HNW Clients
What Makes a Valuation Defensible in Cross-Border Tax Contexts
Valuation as a Bridge Between Tax, Legal, and Commercial Goals
How Valuation Impacts Global Structuring Decisions
Valuation Challenges in Emerging Markets vs Developed Markets
The Risks of Valuations That Ignore Economic Reality
Valuation as a Key Step in Relocation and Exit Planning
Valuation Challenges in Closely Held Businesses
How Valuation Shapes IRS Review of Cross-Border Structures
Valuation as a Tax Reference Point
How to Establish a Lionheart Trust
UK Real Estate and Lionheart Trust Invisibility Strategy
The Lionheart Trust and the “Invisibility of Death” Concept
SBA Trusts, CRS, and Asset Protection
How SBA Trusts Differ from UK Trusts
Establishing a Trust Under SBA Governing Law
International Recognition of Cyprus SBA Trusts
How Trust Law Exists Within the Cyprus SBAs
How the Cyprus SBAs Differ from British Overseas Territories
The History of Cyprus and the British SBAs
The British Sovereign Base Areas in Cyprus Explained
Lionheart Trust vs Military Trust Explained
The Origins of the Lionheart Trust Name
Onboarding High-Net-Worth Crypto Clients
Crypto Valuation Challenges in Volatile Markets
Cross-Border Crypto Audit Risks
The Evolving Legislative Landscape for Crypto
Tax Implications of Crypto Wrapping and Bridging
Is Crypto Lending a Taxable Event?
How High Net Worth Individuals Should Donate Crypto
How Backup Withholding Impacts Crypto Investors
Form 1099-DA and Global Crypto Transparency
Tax Implications of Cross-Border Crypto Transfers
DEFI Liquidity Pools and Crypto Tax Uncertainty
Risks of Using Multiple Crypto Wallets and Exchanges
Sourcing Crypto Transactions for Global Taxation
Crypto as Property: Cross-Border Tax Implications
PPLI and Exit Tax Planning for Expatriation
PPLI vs Micro Captives: Tax Risk Trade-Offs
PPLI and Qualified Opportunity Zone Investments
Real Estate Investments and UBTI Risks in PPLI
Using PPLI to Hold Crypto Trusts
Balancing Client Control and IRS Rules in PPLI
Evaluating Financial Strength in PPLI Carriers
How PPLI Impacts Tax Loss Harvesting Strategies
How PPLI Works Inside an Irrevocable Life Insurance Trust
How PPLI Provides Tax-Efficient Living Benefits
Liquidity Constraints in PPLI Investments
How Domestic PPLI Simplifies International Tax Reporting
How Domestic PPLI Simplifies International Tax Reporting
PPLI MECs and Estate Planning Strategies
Understanding Wrap Fees vs COI in PPLI
IRS Investor Control Scrutiny in PPLI Structures
How PPLI Helps Manage Appreciated Assets
Using PPLI to Reduce Net Investment Income Tax
PPLI as a Tax-Efficient Wrapper for Hedge Funds
PPLI as the Next Frontier in Tax-Advantaged Wealth Growth
How COI Charges Impact PPLI Returns
Due Diligence Considerations Before Selecting a PPLI Carrier
Using PPLI to Hold CFC Shares
Insolvency Risks in PPLI Structures
Tax Treatment of Loans vs Surrenders in PPLI
Choosing the Right Domicile for PPLI Structures
Using PPLI for Multi-Generational Wealth Transfer
Losing Accredited Status: What It Means for PPLI
Premium Tax Variations in PPLI by Jurisdiction
Liquidity Risks of Illiquid Assets in PPLI
How PPLI Interacts with PFIC Taxation
Changing Investment Managers Under a PPLI Wrapper
Section 817(H) Diversification Rules and PPLIs
Understanding Tax Exposure on PPLI Death Benefits
Valuing Alternative Assets in PPLI
FATCA and CRS Reporting Requirements for PPLI
Using PPLI with Foreign Grantor Trusts
Domestic vs Offshore PPLI Fee Structures
PPLI and Foreign Income Tax Benefits
Investor Control Rules for Insurance Wrappers
Reporting Covered Gifts and Bequests
Section 2801: Determining Transfer Value
Section 2801: Identifying Covered Expatriates
Interaction of Section 2801 and US Gift/Estate Tax
Timing of Section 2801 Tax Liability
Mainland-Born Puerto Rico Residents and Estate Tax
Taxable Assets for Puerto Rico Domiciliaries
Estate Tax Rules for Puerto Rico Residents
Prorated Credit Calculation for Estate Tax
When to Use a Power of Attorney in the UAE
[ Offshore Tax ] Relinquishing U.S. Citizenship or Green Card: Key Immigration Considerations.
[ Offshore Tax ] 2024 Business Expansion Workshop - Unlock Your Global Growth Potential.