EPLI Insurance is Asset Protection for Employers

In part two of a 5 part educational video series for entrepreneurs, Asset Protection and Wealth Preservation expert Ike Devji explains why EPLI insurance (employment practices liability insurance) is so vital for business owners and entrepreneurs to protect themselves form variety of risks as employers.

Asset Protection: What Your Umbrella Policy Covers

Understanding the Vital Role of Your Umbrella Policy (And Why It is Not Enough On It’s Own)   Financial columnist Steve Savant interviews asset protection attorney Ike Devji on Asset Protection Strategies for Business owners and entrepreneurs.

VIDEO: Asset Protection Law Expert Ike Devji on Fatal Mistakes In Planning

Asset Protection lawyer Ike Devji interviewed by financial expert Steve Savant on the Fatal Flaws of Asset Protection Planning. Part one of this five part series for successful entrepreneurs, physicians, family business owners and their advisors.

Year-End Tax-Scams Targeting Doctors and Business Owners

TAX FRAUD

 The year-end planning rush so familiar to physicians has many pitfalls including a variety of serious tax scams. Some scams covertly target you externally, while others are actually brought to doctors and business owners by their own would-be advisors; today we provide some red flags to look out for on both fronts. This is part […]

Negative Publicity: Crisis Management for Businesses, Medical Practices

CRISIS

Issues in the news like the recent Ashley Madison data dump prove how negative publicity related to your practice or  the personal activities of any of its owners or employees, can have devastating effects on your professional reputation and financial solvency. Regardless of the cause, every business and medical practice owner and manager should understand some PR crisis […]

Year-End Tax Plan Sales Targeting Doctors, Business Owners

Year End Sales Hustle

The last quarter of the year is historically an active time for physicians and business owners and their tax, legal and financial advisors. Given increased regulatory issues, I.R.S. scrutiny and increased fraud, it’s vital that you do some basic due diligence before you pull out your checkbook. Doctors are heavily solicited for a variety of tax and […]

Employment Manuals Commonly Overlooked in Asset Protection Plans

EMPLOYEE HANDBOOKS

Medical practices and other businesses of all types face many types of risk outside the strict scope of their professional liability. One major lawsuit risk to business owners and doctors is employment-related lawsuits that must be mitigated with a professionally drafted employment manual. I continually stress that a good asset protection plan has many layers, including management of all reasonably anticipatable risks. […]

Medical Practice Asset Protection: EPLI Insurance

PHYSICIANS PRACTICE - IKE

While this article was originally written for Physicians Practice, it applies to all employers and deals with a very significant asset protection risk, employee lawsuits. Protecting your wealth and your business requires several layers, make sure you understand all of them. – Ike Devji In another discussion on medical practice employee risk I explained covered another […]

What Baby Boomers Must Know About Selling Their Business

Susan Wells

We provide asset protection planning for many types of people. One of my favorite types of client is the successful business owner who is ready to sell and enjoy the fruits of their hard earned labor. Contrary to popular advice, your liability does not end at the sale and one of the things I’m always […]

Common Mistakes Some Smart Women Still Make With Money, Estate and Legal Planning

WOMEN AND WEALTH

I’m fortunate to deal with a number of successful women across the U.S. Whether they are C.E.O.s, doctors, some other kind of professional or business owner or simply the stay at home family C.E.O. that helps manage the family’s wealth and success. Over the last ten we’ve seen both positive and negative behavior patterns among different […]