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Streamlined Domestic Offshore Procedures Still a Viable Option for Foreign Nationals

The offshore focus of the US Treasury Department and the IRS is well documented, and many questions remain for those who have either yet to take action to come into compliance with IRS FBAR and offshore reporting or for foreign nationals who may not have realized the requirements.  Our office...

A Revocable Trust is the Best Option After Reform of Medi-Cal Estate Recovery SB 833

The recent implementation of California SB 833 and the reform of Medi-Cal estate recovery will have a significant impact on estate planning for many Californians. The new law essentially limits the ability of Medi-Cal to pursue the estate of a deceased patient in order to recover costs of their treatment. ...

Mergers and Acquisitions In Order to Shift Corporate Taxation Offshore

There are a lot of questions around the practices made popular by Apple, Google and Microsoft regarding offshore entities and mergers and acquisitions in order to shift corporate taxation offshore to lower taxation jurisdictions.  How can offshore strategies benefit small to mid-sized San Diego businesses who wish to reduce taxation...

Treasury Department and IRS Propose Changes to Offshore Business Taxes and Inversion

The US Treasury Department and the IRS to propose changes to offshore business taxes and a practice known as "Inversion."  A hearing yesterday brought stiff resistance from representatives in the business community and others seeking to preserve offshore tax advantages.  "Inversion" is one of the specific strategies addressed in the...