If you have a burning queston about international
tax law and are not
looking for personal
tax advice (see explanation below), I will attempt to answer your
questions by phone for $250 per hour, with a minimum fee of $125.
If I can't answer your question, I won't charge you for the time and I
will attempt to refer you to someone who might be able to answer your
question.
If you subscribe to the Offshore
Press Wealth Protection Library for at least a year, I will provide
an hour of phone consultation at half my hourly billing rate. For
an hour of consultation, that's a savings of $125 which will pay for
your subscription for a year.
However, there are conditions
on this offer that are described below.
Before calling me, please
read and send me a signed waiver of liability
because I NEVER get all of the pertinent facts about an issue or
question during a
brief phone conversation. My responses will be based on my
present
understanding of the tax law, and will be limited by the quality of the
information you provide to me. You can send me a copy of the waiver by
fax to (913) 432-7174 or as an email
attachment. It
would help if you also include a brief summary of the questions that
you want me to answer.
If I don't have an answer to your question, I will
tell you right away. If I know someone who does have the answer, I'll
be
happy to refer you to that person or company.
Or -- if you aren't in a hurry or are looking for
free help ....
Send me your question by email
and
I will try to provide an answer as time permits, via the
free Jacobs
Report email newsletter.
Vern Jacobs
President
Offshore Press, Inc.
What is
"Personal Tax Advice?"
When you give a professional person information
that is specific to you and then ask "what should I do", you are asking
for personal advice from a professional.
If you want personal professional tax advice from
me, based on your specific facts and situation, we will need to
establish a client relationship.
I will ask you to read and sign my disclosure
statement and my disclaimer
statement. You will need to send me a copy of your latest
personal
and any business tax returns and a recent financial statement. You will
also need to send me the information in my new client questionnaire -- or I will need to
secure that information in person. To define the scope of the
services I am to provide for you, we will need to craft an engagement
letter setting forth our respective requirements.
If you are interested in a client relationship, I
encourge you to review some of the articles listed in my web page on
the USA Patriot Act. That law
imposes
new and expanded legal duties on accountants, lawyers and other
financial professionals and is the main reason why I will not provide
personal tax advice on international tax matters without having secured
the information necessary to satisfy the "Know Your Customer" rules
imposed by that law.
Phone consultations with new
subscribers are subject to my being availabile during "normal" business
hours, Monday through Friday. in the Central time zone of the
U.S.
It's best to send me an email indicating what kind of information you
want and when. My email address is on my Contact
page.
If you call and I'm are on the phone,
please wait a few moments because I have Call Waiting and you will be
able to leave a message. I check the messages frequently and will call
back at the earliest possible time. Please provide your phone number
and
area code and please repeat it so I can be sure to get the correct
number. It would also be helpful if you would tell me from where
you are calling and the best time to call you back.
The discount available to subscribers
is limited to the first thirty days after placing the
subscription. If the full hour of consultation is not used
initially, the unused time should be used within the first 30
days. I keep track of consulting time in 15 minute increments.
I will respond to questions in terms
of my present understanding of the U.S. tax law as it relates to your
question but I will not provide a professional opinion or specific
personal advice unless you are a client. Although I am an author
and publisher of articles and other information on asset protection, I
am not a lawyer and will not provide answers to questions that are
seeking legal advice. I am not intimately familiar with the details of
the tax systems of countries other than the U.S. and am not familiar
with the details of tax treaties with other countries.
From time to time, I get questions
from individuals who seem to be focused on finding ways to hide their
assets and/or income from the U.S. government. It is a criminal ofense for me to provide
ANY assistance to persons who are seeking to evade taxes, to launder
money or to commit any other crime. While a desire for
financial privacy from non-government sources is a legitimate concern,
a desire for secrecy is an indication to me that the person wants to
evade the law. I will inform such persons as to my understanding
of the requirements of the law but will not assist in any manner to
help that person circumvent the law. So if you are looking for that
kind of help, don't waste your time or mine by calling me.
If you are simply interested in
finding new ways to reduce your taxes, I strongly encourage you to read
the 50+ free articles on Legal Tax
Avoidance at www.vernonjacobs.com
