Publications




  • The Health Care Law’s Effect on You February 13, 2015
    Nearly everyone is affected by the Affordable Care Act and will need to do something new when filing their taxes this year. The following chart will help you better understand how the health care law affects you and everyone on your return.
    George Mentz JD, MBA, CWM, MFP - International Lawyer and Award Winning Author
  • Tax Treatment of Foreign Real Estate Owned by U.S. Taxpayers Working Abroad January 27, 2015
    Summary: The Internal Revenue Service (IRS) does not require that offshore real estate be reported as a foreign financial asset held by American expatriates or United States federal government employees working overseas. Persons who own and occupy offshore homes are taxed the same as having domestic real estate with the exception of depreciation, which must […]
    George Mentz JD, MBA, CWM, MFP - International Lawyer and Award Winning Author
  • Financial Transaction Taxes ? January 20, 2015
    A financial products sales tax proposed by Rep. Chris Van Hollen, D-Md has caused concern in US regulatory bodies such as SIFMA.
    George Mentz JD, MBA, CWM, MFP - International Lawyer and Award Winning Author
  • Year-End Gifts to Charity – Tax Strategies November 25, 2014
    Many people donate to charity each year during the holiday season. Remember, if you want to earn a tax deduction for your gifts, you must itemize your deductions. There are several tax rules that you should know about before you give. Here are six tips from the IRS that you should keep in mind:
    George Mentz JD, MBA, CWM, MFP - International Lawyer and Award Winning Author
  • International Wealth Management Considerations for American Expatriates by Mr. Edward D. Nieto October 6, 2014
    Summary: The financial and tax situations of expatriate taxpayers become more complex when assets are acquired, investments are made, and-or business activities are conducted overseas. Expatriates often require assistance managing their investments, minimizing their tax burdens, complying with offshore tax reporting requirements, and manage wealth through ta […]
    Prof. William Byrnes