The Cross-Border Family Wealth Guide : (Record no. 121789)
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| fixed length control field | 11221nam a22004933i 4500 |
| 001 - CONTROL NUMBER | |
| control field | EBC4778275 |
| 003 - CONTROL NUMBER IDENTIFIER | |
| control field | MiAaPQ |
| 005 - DATE AND TIME OF LATEST TRANSACTION | |
| control field | 20240729131027.0 |
| 006 - FIXED-LENGTH DATA ELEMENTS--ADDITIONAL MATERIAL CHARACTERISTICS | |
| fixed length control field | m o d | |
| 007 - PHYSICAL DESCRIPTION FIXED FIELD--GENERAL INFORMATION | |
| fixed length control field | cr cnu|||||||| |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION | |
| fixed length control field | 240724s2017 xx o ||||0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9781119234289 |
| Qualifying information | (electronic bk.) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| Canceled/invalid ISBN | 9781119234272 |
| 035 ## - SYSTEM CONTROL NUMBER | |
| System control number | (MiAaPQ)EBC4778275 |
| 035 ## - SYSTEM CONTROL NUMBER | |
| System control number | (Au-PeEL)EBL4778275 |
| 035 ## - SYSTEM CONTROL NUMBER | |
| System control number | (CaPaEBR)ebr11325713 |
| 035 ## - SYSTEM CONTROL NUMBER | |
| System control number | (OCoLC)968730533 |
| 040 ## - CATALOGING SOURCE | |
| Original cataloging agency | MiAaPQ |
| Language of cataloging | eng |
| Description conventions | rda |
| -- | pn |
| Transcribing agency | MiAaPQ |
| Modifying agency | MiAaPQ |
| 050 #4 - LIBRARY OF CONGRESS CALL NUMBER | |
| Classification number | HG179.F574 2017 |
| 082 0# - DEWEY DECIMAL CLASSIFICATION NUMBER | |
| Classification number | 332.0240089 |
| 100 1# - MAIN ENTRY--PERSONAL NAME | |
| Personal name | Fisher, Andrew. |
| 245 14 - TITLE STATEMENT | |
| Title | The Cross-Border Family Wealth Guide : |
| Remainder of title | Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U. S. and Abroad. |
| 250 ## - EDITION STATEMENT | |
| Edition statement | 1st ed. |
| 264 #1 - PRODUCTION, PUBLICATION, DISTRIBUTION, MANUFACTURE, AND COPYRIGHT NOTICE | |
| Place of production, publication, distribution, manufacture | Newark : |
| Name of producer, publisher, distributor, manufacturer | John Wiley & Sons, Incorporated, |
| Date of production, publication, distribution, manufacture, or copyright notice | 2017. |
| 264 #4 - PRODUCTION, PUBLICATION, DISTRIBUTION, MANUFACTURE, AND COPYRIGHT NOTICE | |
| Date of production, publication, distribution, manufacture, or copyright notice | ©2016. |
| 300 ## - PHYSICAL DESCRIPTION | |
| Extent | 1 online resource (275 pages) |
| 336 ## - CONTENT TYPE | |
| Content type term | text |
| Content type code | txt |
| Source | rdacontent |
| 337 ## - MEDIA TYPE | |
| Media type term | computer |
| Media type code | c |
| Source | rdamedia |
| 338 ## - CARRIER TYPE | |
| Carrier type term | online resource |
| Carrier type code | cr |
| Source | rdacarrier |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | Cover -- Title Page -- Copyright -- Contents -- Foreword by Tim Kochis, JD, MBA, CFP® -- Preface -- Acknowledgments -- About the Author -- Part I: Financial Challenges of a Cross-Border Life -- Chapter 1: Who Are These Cross-Border Families? -- The Growing Need for a Definitive Guide -- Who's Who: Who This Book Is Meant to Serve -- Examples of Who Might Benefit from This Book -- Diagramming a Cross-Border Person: Residency and U.S. Income Tax Status -- How Many Cross-Border Professionals and Families Are There? -- Unique Challenges Faced by Cross-Border Families Connected to the United States -- Chapter 2: Unique Challenges and the Regulatory Landscape -- The Unequal Nature of Tax Regimes and Reach -- The Unique Worldwide Reach of the U.S. Tax System -- Complexity in Taxation and Other Regulations -- Scarcity of Professional Help and Information -- A Changing Legal, Financial, and Regulatory Landscape -- The Far Reach of the Foreign Account Tax Compliance Act (FATCA) -- Recommending Against Secretive Offshore Wealth Strategies -- Part II: Saving and Investing: Building Your Personal Net Worth -- Chapter 3: Building a Strong Foundation -- Retirement Destination Unknown: Invest Globally -- Spreading It Around -- Wealth Creation and Accumulation -- Saving from Earnings -- Real Estate Ownership -- Stock-Based Compensation -- Entrepreneurs and Businesses Ownership -- Investment Gains and Reinvestment -- Inheritance -- Diversification: Protecting and Growing Wealth -- Considering Your Entire Balance Sheet -- The Meaning of "Diversification'' versus "Asset Allocation'' -- Spreading Thing Around -- Asset Allocation in Investment Portfolios -- A Well-Allocated Portfolio Can Still Lack Diversification -- Allocating Your Net Worth: A Balance Sheet Approach -- Six Primary Asset Categories -- Three Additional Items of Importance -- Cash and Cash Equivalents. |
| 505 8# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | Personal Residences -- Income Property -- Publicly Traded Securities: Stocks and Bonds -- Bonds and Bond Funds (Fixed Income) -- Stocks and Stock Funds (Equities) -- Downsides of Owning Stocks -- Concentrated Business Ownership -- Personal Debt -- Collectibles and Other Hard Assets -- Other Private Investment Vehicles -- Conclusion -- Chapter 4: Investing in the Markets: Stocks and Bonds -- Three Important Attributes -- Easy Diversification -- No Active Involvement -- Source of Growth and Risk Control -- Stocks and Bonds Work Better Together -- Setting a Risk Objective -- Managing Emotions While Focusing on the Long Term -- Stock Picking-Maybe Not -- Investment Advice to Live By -- Avoiding the Herd Mentality -- Staying Calm in Times of Change -- Determining Investment Goals and Objectives -- Four Common Investor Objectives Defined -- Fundamental Investment Guidelines -- Low-Cost Passive Investing -- Tax Efficiency Is Huge -- Global Diversification for All -- Risk Control Through Asset Allocation -- Regular Rebalancing Adds Value: Don't Invest and Forget -- Strategic Versus Tactical Asset Allocation -- Strategic Asset Allocation (SAA) -- Tactical Asset Allocation (TAA) -- Take It Slow -- A Jurisdictional Review: Where to Hold Investments? -- Large Foreign Banks in Europe or Asia -- Have You Earned Your Own Private Banker? -- Not World-Class Investments -- Not World-Class Advice -- Tax Reporting and FATCA -- Large Offshore Private Banks -- Smaller Offshore Banks and Insurance Companies -- U.S. Brokerage Accounts -- Problems with Maintaining Accounts in the United States -- Foreign Residents with U.S. Accounts -- The Best Choice for Many People -- Part III: 401(k)s, IRAs, and Other Pensions and Savings Plans -- Chapter 5: A Global Approach to 401(k)s and IRAs -- Investing Your Serious Money -- 401(k) Plan Basics -- Key Benefits of 401(k) Plans. |
| 505 8# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | Global Investing for a Global Retirement -- The Location of Underlying Assets Is What Matters -- 401(k) Plans Lack a Global Perspective -- Inherent Currency Risks -- Target Date Funds: A Lot to Like and Dislike -- IRA Rollovers -- IRAs Offer Distinct Advantages -- Owning Real Estate Within an IRA -- Leave It Alone and Let It Grow -- Chapter 6: Unique Cross-Border 401(k) Issues -- A Lack of International Tax Agreement -- Do the Benefits of a 401(k) Follow You? -- International Tax Law Is Unclear -- The 401(k) Gets Respect -- Benefits May Travel with You, but Your Account Stays Put -- Taking It with You -- Must I File a U.S. Tax Return Because of a 401(k)? -- How Are Distributions Taxed? -- What If You Are Living Abroad When You Draw Out Money? -- Tax Withholdings on Distributions to Nonresidents -- Many U.S. Institutions Will Overwithhold Tax on Distributions -- How Are Foreign Residents Recovering U.S. Withholding Tax? -- Unreported Income Isn't Right -- Contributions to IRA Accounts While Living Abroad-Be Careful -- Chapter 7: Foreign Retirement Plans, Pensions, and Other Savings Accounts -- Foreign Retirement Plans -- U.S. Tax Treatment of Foreign Retirement Plans Is Often Unclear -- What Is Really Happening Now? -- Contributions by U.S. Citizens and Residents to Foreign Plans -- For U.S. Taxpayers: Foreign Contributions Typically Do Lower Taxes -- It Is Likely Not Being Reported to the IRS at All -- Best Planning of All-Save Now and Save Later -- Existing Foreign Retirement Accounts: The Real World -- Better International Reporting and Coordination Is Needed -- Investing Inside a Foreign Retirement Account -- High Fees and Poor Investments: A Headwind Against Growth -- Roth IRAs and Roth 401(k)s -- How to Get Money In -- Foreign Implications of Roth IRAs and Roth 401(k)s -- Roth Accounts Don't Speak Foreign Languages -- Traditional Pension Income. |
| 505 8# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | Pensions Paid Across Borders -- U.S. Taxpayers Abroad with U.S. Pension Income -- Not Reporting to Foreign Authorities Is Risky -- U.S. Taxpayers Abroad with Foreign Pension Income -- Nonresidents Living Abroad with U.S. Pension Income -- Don't Claim to Be a U.S. Tax Resident When You Are Not -- Proper Tax Treatment -- Educational Savings: 529 Plans -- To Maximize Benefit, Start Very Young -- Foreign Residents Beware -- Finding Good Advice Is a Challenge -- Part IV: Real Estate -- Chapter 8: Renting, Owning, and Investing -- Crazy for Real Estate -- Real Estate Appreciation Likely to Slow in Future -- Primary Residences and Vacation Homes -- Advantages to Owning Your Home -- Owning a Vacation Home -- The Process of Buying a Home in the United States -- Selling Expenses and Property Taxes -- Buy or Rent upon Arrival? -- When You Should Probably Own -- Real Estate as an Investment -- Before Even Considering an Investment -- Benefits (and Some Negatives) to Investing in Real Estate -- Property Types: Single-Family Homes Versus Commercial -- Types of Commercial Real Estate Assets -- Owning Property: Directly or with Other Investors -- Real Estate Partnerships -- To Rent Out or Sell a Former Home -- Why Turn Your Old Home into a Rental Property? -- Do You Like Fixing Toilets? -- You Have Three Years to Decide -- Cross-Border Situations Where a Home Is Left Behind -- Americans on the Move -- Foreign Nationals with U.S. Residency -- Foreigners Might Sell Before Becoming a U.S. Tax Resident -- Selling Before Entering the United States, When Gains Are Very Large -- Sale and Lease Back -- Chapter 9: Real Estate Taxation and Other Considerations -- Basic Tax Treatment of Real Estate -- Taxation of Primary Residences -- Tax-Free Gain on Sale of a Primary Residence -- The Treatment of Vacation Homes -- Taxation of Rentals and Other Investment Property. |
| 505 8# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | Reducing Income Tax-A Shelter from the Tax Man -- Selling Investment Property-Calculating Taxable Gains -- Tax Basis and Accumulated Depreciation-Shifting Income Down -- Foreign Properties Often Not Reported to the IRS -- Go Ahead, It Won't Hurt Too Much -- It's Not Really "Forever''-But It Might Be -- Global Transparency Is Coming -- Foreign Property Gifted by Family Members -- Owning Property Inside of an IRA -- Rules to Be Carefully Followed -- Be Careful to Read the Fine Print -- Other Cross-Border Considerations -- Tax-Free Exchange of Investment Property-Doesn't Travel Well -- Sorry, This Only Works for U.S. Properties -- Avoid Owning Foreign Real Estate Through a Foreign Corporation -- Unique Currency Risk When Owning Property Abroad -- Strange Gains and Losses on the Retirement of Debt on Personal Residence -- Nonresident Aliens: Investing in the United States and the EB-5 Program -- Nonresident Aliens Investing in U.S. Real Estate -- Becoming a U.S. Resident-EB-5 Visas -- Estate Taxes on U.S. Property Owned by Nonresidents -- Risk of Estate Taxes with Foreign Property -- Part V: Cross-Border Taxation -- Chapter 10: Understanding the Three Types of Cross-Border Families -- The Unique Complexities of Cross-Border Taxation -- Tax Profiles: Three Types of Cross-Border Families -- Type 1: Foreign Nationals in the United States -- Learning the U.S. Tax System -- Type 2: American Citizens and Permanent Residents Living Abroad -- Foreign Citizens Leaving the United States for Short-Term Assignments -- Expatriate Assignments and Tax-Equalized Employment Packages -- Localized'' Employment Contracts in Another Country -- Reducing U.S. Tax for Taxpayers Living Abroad -- Foreign Earned Income Exclusion -- Foreign Housing Exclusion -- Foreign Tax Credits -- Revoking the Foreign Earned Income Exclusion. |
| 505 8# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | Likely U.S. Tax Liabilities for U.S. Taxpayers Abroad. |
| 588 ## - SOURCE OF DESCRIPTION NOTE | |
| Source of description note | Description based on publisher supplied metadata and other sources. |
| 590 ## - LOCAL NOTE (RLIN) | |
| Local note | Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2024. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Americans--Foreign countries--Finance, Personal. |
| 655 #4 - INDEX TERM--GENRE/FORM | |
| Genre/form data or focus term | Electronic books. |
| 700 1# - ADDED ENTRY--PERSONAL NAME | |
| Personal name | Kochis, Tim. |
| 776 08 - ADDITIONAL PHYSICAL FORM ENTRY | |
| Relationship information | Print version: |
| Main entry heading | Fisher, Andrew |
| Title | The Cross-Border Family Wealth Guide |
| Place, publisher, and date of publication | Newark : John Wiley & Sons, Incorporated,c2017 |
| International Standard Book Number | 9781119234272 |
| 797 2# - LOCAL ADDED ENTRY--CORPORATE NAME (RLIN) | |
| Corporate name or jurisdiction name as entry element | ProQuest (Firm) |
| 856 40 - ELECTRONIC LOCATION AND ACCESS | |
| Uniform Resource Identifier | <a href="https://ebookcentral.proquest.com/lib/orpp/detail.action?docID=4778275">https://ebookcentral.proquest.com/lib/orpp/detail.action?docID=4778275</a> |
| Public note | Click to View |
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