So you visited Costa Rica and like many others that do you fell in love with the relaxed lifestyle that the country has to offer. Before you make your next move you need to understand the legal structure. Attorney Roger Petersen will give you an overview of the legalities involved in living or investing in Costa Rica.
The top three tax benefits for Americans living and working abroad are uniquely intertwined, governed by limits, phase-outs, sliding scales, and filing requirements. In this session, Nick Hodges, CPA/PFS, MBA, CFP, will dig deep into the practical application of the top three U.S. expat tax benefits by presenting a sample case that illustrates the tax jackpots and identifies the financial pitfalls you need to know to enjoy your expat experience.
There are many methods by which a Canadian resident can implement asset protection strategies, some of which are easy and inexpensive to achieve and some of which are complex and require careful planning. In order for an asset protection strategy to be effective, it is critical that it be implemented as soon as possible, as it would be very vulnerable to attack by creditors if it is implemented at a time when there is a known claim or potential claim against you.
Get tips on renting and buying property in Mexico, and how and where to get the most bang for your buck.
Costa Rica’s had such a huge appeal to Expats looking at It’s the low cost of living, healthy economy, excellent and inexpensive healthcare, easy property ownership rights, environmental pride, happy people, easy access and relaxed immigration laws.
The purchase process in Latin America is not the same as in North America. This discussion will help you understand the differences and help you avoid surprises when investing in Latin America. (This presentation has no accompanying PowerPoint slideshow.)
This presentation provides basic information on residency options in Belize as well as the innovative Qualified Retired Persons incentive programme. It also touches on asset protection and banking for non-residents and provides a working guide for purchasing property in Belize.
In this presentation, Mark Nestmann discusses: Why invest your retirement plan in real estate; How to avoid "prohibited transactions" in your IRA; Tax traps in IRAs and how to avoid them and IRS reporting obligations for IRAs.
A Second Passport Can Save Your Life.
Highlighting some of the relevant areas of expenses and costs one might be dealing with on a monthly and annual basis if living in Mexico. Including medical Insurance and costs, housing, utilities, travel and entertainment. (This presentation has no accompanying PowerPoint slideshow.)