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JacobsReport
on International Wealth
Protection Planning
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Unsolicited
Endorsements
| You offer a uniquely
dispassionate and unencumbered source of tax and financial insights
about international financial issues that quickly cut to the bone.
Robert Meier
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Offshore Press /
Offshore Tax
Strategies is one of the very FEW sources
of the truth. Just about
everything else I see promotes illegal or
questionable tactics for the financial enrichment of the promoters.
Ken Guard, CFP
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| The Offshore Tax
Boot Camp Manual is the singularly most comprehensive
treatise of offshore planning issues published in some years; doubtless,
the wealth of information contained in the Manual will remain valuable
well into the decade.
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| As a practicing CPA
I greatly appreciate the job that you're doing in unraveling the
complex area that you advise us on.
Thanks Mark Frey,
CPA
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| I thoroughly enjoyed
the Offshore
Tax Boot Camp seminar. I can't remember when a 9-5 day passed
so quickly. I could have stayed another 8 hours.
Steve Reilly
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| Your stuff on
offshore annuities is really first-rate. You should consider publishing
your materials in one of the major law reviews.
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| Your site is
terrific. You probably would not be amazed at the number of scams that
are being pushed .Thanks to you I have been able to talk several
clients out of stepping into the scam abyss.
Dennis L.
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| I was so impressed
with your "Why Go Offshore?" paper that I would like to quote it in my
next newsletter.
Terry Neal,
The Offshore Advantage
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| As usual you came
through with excellent info & I wanted to tell you you're doing
great job.
Pat Calby (Broker/Dealer)
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| Thanks for writing
back to me, not very many people will take the time to respond anymore.
,With a lot of people customer service is an afterthought !!
Warmly,
Dan C.
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| THANK YOU for your
kindness & TREMENDOUS dedication and commitment to the area of
Asset Protection. Your hard work and writings are MOST
APPRECIATED.
Kevin H.
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| Let me
compliment you and really encourage you for putting on the internet
info that can help the uninformed and the small guy out there. You have
my warm regards for your labor.
Mr Aharon F.
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| I read the contents
of your web sight and must compliment you on your ability to
communicate in layman's terms a rather complex subject!
Charlie D.
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| I'm quite impressed
with your website and the quality of the information and people
involved.
Paul J. L.
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Who is Vern Jacobs and why should you
want to read his research reports on offshore financial strategies?
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"Big
Five"
CPA Training
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Life Insurance
company executive
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Founding
Editor of
Tax Angles
Newsletter
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Tax and
Financial
Software Designer
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Tax Shelter
Analyst
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Financial
Planner
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Global
Asset
Protection
Editor
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Offshore
Tax Strategies co-author
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| Jacobs is a CPA and was an auditor with Deloitte, Haskins
and Sells (in Kansas City) from 1962 through 1966. DH&S is now part
of Deloitte Touche, one of the "big five". |
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| From late 1966 through mid 1972, he was the chief accountant
for Old American Insurance Co., - an insurance company with 1/2 million
policyholders that was licensed in over 40 states. From 1972 through
1979, he was the V.P./Controller for the company. During that time, he
developed a reputation in the industry for creative tax planning for
insurance companies. While he was with the insurance company, he
completed the exams for the Fellow, Life Management Institute (FLMI)
and the Chartered Life Underwriter (CLU) programs. |
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| He was the founding Editor of the extremely popular Tax
Angles tax advisory newsletter for seven years, served as the Editor
of The Small Business Tax Report, as the Tax Editor of the Real
Estate Intelligence Report, Tax Editor for Private Practice,
Consulting Editor for The Journal of Accounting and EDP, and
the author of hundreds of articles published by dozens of magazines and
newsletters. |
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| While serving as Editor of Tax Angles, he developed
and published one of the first tax planning software programs for
micro-computers, a program to analyze tax shelters, a program to
analyze divorce tax settlements and a program to analyze pension
distribution options. He authored a newsletter on financial planning
software and was a seminar instructor for the College of Financial
Planning. He has been a featured speaker at dozens of financial and tax
seminars for CFPs, CLUs, CPAs and lawyers. |
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| During the same time, he was frequently asked to evaluate
various tax shelter investment proposals. According to the syndicators
that he interviewed, he was one of the few professional advisors
who actually read the syndicator's prospectus. |
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| Not merely an ivory tower editor/author, he was the Senior
Tax Partner in a financial planning firm for a number of years. He has
been licensed to sell life and annuity products and had a series 7
license. He was a Member of the Board for the Kansas City IAFP and for
the Kansas City CLU Society. However, he has chosen to work as a fee
only tax advisor and no longer has a license to sell any products. He
is presently a member of the American Institute of CPAs, the
International Trade Club of Kansas City and is an Associate Member of
the American Bar Association. |
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| Since 1993, he has been the Editor and Publisher of Global
Asset Protection, a newsletter on international asset protection.
To provide legally correct guidance to subscribers, he recruited a team
of some of the most respected and experienced asset protection lawyers
in the U.S. to serve as his Editorial Advisors. |
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| In January, 1999 he teamed up with J. Richard Duke (an
international tax lawyer and Adjunct Professor of International Tax
Law) to co-author and publish the Offshore Tax Strategies
newsletter. They have collaborated on the production of a two day seminar on offshore taxes and the
production of an extensive manual about international tax law. |
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| Since serving as the Editor of Tax Angles, he has
been interviewed or quoted by dozens of publications including The
Wall Street Journal, Industry Week, USA Today, Forbes, Bloomberg
Personal Finance, Offshore Finance USA and others. |
Get immediate Access to the above reports online and
at least a dozen more in the coming year -- for just US$120 with a 100%
money back guarantee of satisfaction!
How to Order
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Research Reports In Progress
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Offshore e-Commerce
Taxation
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Family Limited
Partnerships (Update)
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Fraudulent Transfers &
Solvency (Update)
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Charitable Trusts -
Benefits & Pitfalls (Update)
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Offshore Variable Life
Insurance
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Guide to Liability
Insurance
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Offshore Press -- Your objective resource for global
financial planning
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Copyright, 2002, All rights reserved. Offshore Press, Inc., Box 8194,
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K. Jacobs, Webauthor
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