eBook | Foreign Asset Reporting: Navigating the Choppy Financial Seas.

The Spread of FATCA Envy Into The Northern And Western Hemispheres

South American countries have many reasons to be jealous of the United States. Most days, we have stable federal government.  Our standard of living is mind-blowing for many people in impoverished countries.  They view us as the land of opportunity.  We argue about our health care system, but almost everyone gets the care they need.  […]

What Does The Raoul Weil Case Mean To You?

Iconic mobster Al Capone died in prison after he was convicted of tax evasion. More recently, after the notorious Lufthansa robbery that was immortalized in 1990’s Goodfellas, Jimmy the Gent went to prison not for his alleged role in the robbery but for a point-shaving scandal involving the Boston College basketball team. It could be […]

Former Mizrahi-Banker Charged With Offshore Tax Evasion Acquitted at Trial

Who says that every banker who is charged with aiding and abetting U.S. customers to hide their money offshore is guilty of tax evasion? This is the story of one defendant who forced the government to prove its case and came out victorious. Shokrollah Baravarian, an eighty-two year old retired senior vice president at Mizrahi […]

Etre résident fiscal aux USA : les avantages & inconvénients

Pour ceux qui ne le sauraient pas, je parle français. Français était mon premier cycle majeur au collège et une langue que je suis passionné. A ce jour, je continue à pratiquer mon français en suivant des cours à l’Alliance Française de New York. Au cours des dernières semaines, je l’ai reçu plusieurs demandes de […]

Bank Leumi’s Problems Growing Worse By The Day

Did Bank Leumi Le-Israel (LUMI) help Americans evade taxes? According to Benjamin Lawsky, head of New York’s Department of Financial Services, it did. New York’s banking regulator is asking for more than $300 million to settle an investigation. Bank Leumi’s breach of New York’s banking laws is eerily reminiscent of an earlier brush that the […]

Play Ball with the Government or Else: Marian Morgan Learns Her Lesson the Hard Way

Marian Morgan would not play ball with the U.S. government, and she paid dearly for that decision – a 405-month (almost 34-year) prison sentence. Her codefendants both wound up with very different fates. Marian Morgan and her husband, John Morgan, ran a Ponzi scheme in Sarasota, Florida, called “Morgan European Holdings,” scamming people out of […]

SWISS BANKS UNITE AND FIRE BACK AT THE DEPARTMENT OF JUSTICE

Neutrality is Switzerland’s unwritten motto. This devotion to conflict avoidance kept the Swiss out of two World Wars. The Swiss are known for their diplomacy, hospitality, and the ability to keep a secret. So, it came as a shock when 73 Swiss banks joined ranks to inform the U.S. Department of Justice and the IRS, […]

Chicago Lawyer with Portfolio of Celebrity Clients Indicted On Charges of Tax Fraud

Gary Stern is the latest professional to become ensnared in the coils of the criminal justice system. The once prominent lawyer who represented NFL players, doctors, lawyers, and other professionals has been charged with tax fraud. Federal prosecutors allege that Stern organized, operated, and promoted elaborate and bogus tax schemes, primarily to help his wealthy […]