Legacy protection

Apart from business expansion, planning and immigration services

There are other ways we help our clients. Below are some of our most popular auxiliary services.

Having a second passport is a great backup plan and is more affordable than you would think. With a large list of countries that we work with, getting a second passport has never been easier. Contact us today if you are looking for a second passport.

Estate tax planning

We review all of your assets and money that you currently have, where you want it to go when you pass and help you figure out the most efficient way to do this. Reach out today to discuss how we can help you with this.

Trust

Typically tied with estate planning, we use trusts and captive insurance companies for asset protection and estate planning.

When used properly, there is no safer place to keep your money than in a trust.

Patents and trademarks

If your business is expanding to the United States, it is important to protect your intellectual property and brand. We can help you take the steps to legally guard your assets in the US marketplace. If you are interested in any of these services, contact us today for more information.

Latest news from the business world

Uncategorized

Federal Per Diem Rates Updated for FY 2022

October 28, 2021

Per diem rates have been updated for FY 2022 and are effective October 1, 2021. These allowances substantiate the amount of ordinary and necessary business expenses paid or incurred while traveling away from home and include lodging, meal, and incidental expenses, as well as meal and incidental expenses only.

Business

Defer Capital Gains Using Like-Kind Exchanges

October 28, 2021

If you’re a savvy investor, you probably know that you must generally report as income any mutual fund distributions, whether you reinvest them or exchange shares in one fund for shares of another. In other words, you must report and pay any capital gains tax owed.