Beating the Taxman (Legally)

Quick links


  • Review of the legal, straight-forward strategies that every American taxpayer should use to make sure Uncle Sam get what’s due, but not a penny more
  • The truth about taxes and review of the U.S. income tax history
  • Strategies for how to save money by filing correctly
  • Important tax break strategies you should know
  • Facts about FATCA: The basics, what you need to know, how FATCA applies to U.S. citizens, and FATCA and U.S. entities


  • Strategies that make use of a C corporation, the pros and cons, the tax savings and impact of the Tax Cuts and Jobs Act (TCJA), C corporation responsibilities related to remitting personal holding company tax and accumulated earnings tax penalties, and the three strategies that preserve most or all the tax benefits.
  • Ted’s Tips: Highlights about Uruguay, the “Riviera” of the western hemisphere
  • How the new tax code created advantages for self- employed incorporated individuals, when it makes sense to set yourself up as a “business”, and why it helps to get expert advice and where to find it; overview of “pass-through entities” (PTEs), descriptions of the species of corporations, and an explanation of the Corker Rule
  • How to avoid a big capital gains tax when selling an asset (i.e. real estate or a business), a review of a 1031 exchange and deferred sales trust (DST), the four components of a basic trust, the steps to take advantage of a DST strategy, the scams to carefully avoid and the four ways a trust can be adjudged a sham trust
  • The debate about high-frequency trading (HFT)
  • A list of the common types of assets that should be protected, business risks associated with asset protection, and the connection between proactive and reactive decisions
  • Ted’s Tips: The 1301 Exchange option for real estate, comparing appreciation vs. depreciation and the IRS trap of “depreciation recapture”
  • Required minimum distribution (RMD) basics: Requirements for Roth 401(k)s vs. Roth IRAs, how much is required to withdraw, tax requirements and distribution options
  • Advantages of qualified longevity annuity contracts (QLACs)
  • Story about the famous British Guiana 1-Cent Magenta stamp
  • Ted’s Tips: The pros and cons of health reimbursement arrangements (HRAs)
  • Protecting your personal assets using an asset protection trust (APT), focusing on wealth-building vs. wealth-defense and the limits of liability insurance
  • Metadata, the “Internet of Things” and the stages of digital alchemy
  • The key differences and the tax advantages and disadvantages of a traditional IRA and a Roth IRA
  • Reasons to consider a self-directed IRA
  • Three steps to protect your wealth and survive and thrive from a stock market collapse
  • Puerto Rico: An increasingly popular offshore haven because of tax savings for individuals and businesses, and a look at the future economy and political “temperature”
  • An explanation of Act 20 (“Export Services Act”) and Act 22 (“Individual Investors Act”)
  • Ted’s Tips: The challenges of the U.S. health care system
  • Back issues reviewing important asset protection strategies and useful information specific to: precious metals, offshore banking, offshore investments and annuities, trusts and LLCs, offshore residence and citizenship, offshore real estate, taxes, wealth confiscation, privacy and beating confiscation
  • The three basic ways to reduce taxable income for the calendar year
  • The IRS’s “Dirty Dozen” tax scams list, a review of the structure of the federal income tax system, and the simple tax moves to get ahead
  • The implications from the publication of the Panama Papers and the facts you should know about offshore asset protection
  • The impact the Panamanian law firm Mossack Fonseca’s stolen records could have on you