Derren Joseph

Derren is a part of an international tax team that works with 6, 7 and 8 figure International Entrepreneurs, Expats and Investors to legally minimize their global tax burden and protect their wealth. Strategies include second citizenships, second residencies, trusts, foundations, insurance wrappers and other offshore structures.

Derren Joseph

Am I a California Resident for Tax Purposes? The Ultimate Guide

Who Are Residents and Nonresidents  A resident is any individual who meets any of the following: Present in California for other than a temporary or transitory purpose. Domiciled in California, but outside California for a temporary or transitory purpose.  A nonresident is any individual who is not a resident. A part-year resident is any individual

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Corporate Transparency Act — Beneficial Ownership Information Reporting Requirement

RE: Corporate Transparency Act — Beneficial Ownership Information Reporting Requirement Dear Sir / Madam,   Starting January 1, 2024, a significant number of businesses will be required to comply with the Corporate Transparency Act (“CTA). The CTA was enacted into law as part of the National Defense Act for Fiscal Year 2021. The CTA requires the

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Pro Forma Schedule K-1s vs Qualified Electing Fund Letter for Singapore VCCs

Private equity describes investment partnerships that buy and manage companies before selling them. Private equity firms operate these investment funds on behalf of institutional and accredited investors. Private equity funds may acquire private companies or public ones in their entirety or invest in such buyouts as part of a consortium. They typically do not hold stakes in companies that remain listed on a stock exchange. Private equity is

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The Ultimate PPLI Guide

Benefits of PPLI This description has already been used twice: please consider this slightly modified version? Private Placement Life Insurance (PPLI) is a specialized life insurance policy that caters to the needs of high-net-worth individuals and business proprietors. Here are the main advantages of PPLI: Expanded Investment Opportunities: PPLI policies generally provide a wider array

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Advanced Tax Planning Guide for American Taxpayers in Portugal

An Outlook on the Future of the NHR / Golden Visa in Portugal On October 10th, the Portuguese Government presented the 2024 Budget Bill. The draft foresees the termination of the current NHR for new applications from January 1, 2024. Current beneficiaries and those who register as NHR until its termination will maintain all benefits.

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