Asset Protection Mistakes Part 2: Interview With Attorney Ike Devji

In part two of a five part, plain English discussion of the common fatal mistakes of Asset Protection planning, lawyer Ike Devji and financial expert Steve Savant discuss why traditional estate planing alone won’t protect your wealth and why many successful people defeat their own planning by using the wrong tools or putting “too many […]

Negative Publicity: Crisis Management for Businesses, Medical Practices

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

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

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. […]