DK-US Invest Group 2
TODO
Attended
- Ayla, Andrew LB, Christian, Andrew P, Annie, Torsten, Chris
- KTC4A
Outcome of this project?
- Do we have a guide?
- What are the investment/wealth thresholds?
- Stocks? Property? Foundations?
- What are the thresholds to wealth to optimize vs. "here is the obvious thing"
- What are the different strategies for x number of years?
- Is real estate the only option?
- Migration as a model? -> Little denmark, vs. little europe
Frames
- Global markets
- Local markets -> Prop, sommerhus
- Tax/ reg reasons -> eg. property
Topics Discussed
- Primary Residency
- This is the
- Stock Portfolio base
- ETFs or mutual funds -> taxed yearly
- Buying specific stocks -> only taxed on sale
- OR if you leave Denmark
- How much do you need to actually invest?
- Art Investment
- Holding Company structure
- Yearly assessment and taxing on increase/decrease
- Realization Tax
- Listed stock in a holding company, need for a portfolio to manage the realization
- Filing Taxes Separately
- One Danish partner, one American partner
- Real estate ownership -> Jointly
- In this case, Danish partner owns the full
- CPA input of stock sales
- Easy to just do the sales yourself in Denmark
- High quote in Denmark -> Because there isn't a large market
- Investing via business
- Owning an ApS but living outside of Denmark, you still owe tax IN denmark on the business
- paying self a salary from ApS while outside of denmark, you don't pay tax in demmark
- FBAR
Resources
- Revitax
- Hourly rate
- 5-8ppl, specifically knowledably about American tax
- "There is a person who is useful"