Charles Monat Associates: April 2012






PREVIOUS POSTS Wealth Transfer: 7 Ways to Maximize the Value of Y... Rowbotham & Co LLC article : Expatriation: A Growi... World's wealthy favour London and New York, with A... The Best Financial Advice I Ever Received Greatest Love of All OSU Cowboys' Death Wish Goes Unanswered, Lose $33 ... The domiciled, the deemed domiciled and the comple... Inheriting money from abroad is a pain. It should ... Individual becomes resident while in the UK on hol... Fuss to investors: Avoid these fixed-income ETFs ARCHIVES April 2005 July 2005 August 2005 September 2005 October 2005 November 2005 December 2005 January 2006 February 2006 March 2006 April 2006 May 2006 June 2006 July 2006 October 2006 November 2006 August 2007 September 2007 October 2007 November 2007 February 2008 October 2008 March 2009 April 2009 May 2009 June 2009 July 2009 October 2009 November 2009 December 2009 January 2010 February 2010 March 2010 April 2010 June 2010 July 2010 October 2010 November 2010 December 2010 February 2011 March 2011 April 2011 June 2011 September 2011 October 2011 November 2011 January 2012 February 2012 March 2012 April 2012
	Friday, April 27, 2012 Wealth Transfer: 7 Ways to Maximize the Value of Your Gift There’s never been a better time to give it away. From tax attorney Chuck Rubin: “This may be the best time to transfer a large amount of wealth without transfer taxes. Unfortunately time is running out on this short term opportunity because the current generous gift-tax exemptions are scheduled to expire at the end of 2012.” Read more... posted by Charles Monat Associates at 10:32 AM \| 0 comments Thursday, April 05, 2012 Rowbotham & Co LLC article : Expatriation: A Growing Trend for U.S. Citizens As a result of the intensifying international tax compliance environment, many U.S. citizens are re-evaluating the cost of keeping their U.S. passport, once dubbed the “gold card.” For those wishing to expatriate (giving up U.S. citizenship), there may be an exit tax as though one had sold their worldwide assets at current fair market values. For those entering the U.S. as new residents, there is a greater need for pre-arrival planning. Read more (PDF)... posted by Charles Monat Associates at 10:26 AM \| 0 comments World's wealthy favour London and New York, with Asian hubs rising. London and New York continue to be the two most important global cities for wealthy individuals, and are likely to hold their top positions over the next decade despite the rise of Asian hubs such as Hong Kong and Singapore, according to a wealth survey, reports eFinancial News. Knight Frank and Citi Private Bank’s The Wealth Report 2012 showed that, despite developments in emerging markets and the rise of Asian hubs such as Hong Kong and Singapore, the ultra rich continue to favour more developed cities, even if those locations are farther away from the primary economic growth centres. Read more... posted by Charles Monat Associates at 10:26 AM \| 0 comments Wednesday, April 04, 2012 The Best Financial Advice I Ever Received A friend asked me last week, “What is the best piece of financial advice you ever received”? Without much thought, I responded, “invest your time, don’t spend it”. I got that sage advice from Jeff Gitomer, an entrepreneur and author of several best selling books. While the idea is not original to Mr. Gitomer, I had never read it so succinctly nor contemplated so thoroughly. Similar to investing money, investing your time pays dividends for you in the future, while spending time is a quick pleasure that provides little future value. Investing time will improve you, your life, your health and especially your finances. Read more... posted by Charles Monat Associates at 9:51 AM \| 0 comments
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