Expert Tax Tips For Individual Tax Filers

Personal Tax Tips  - 2017-2018

Aarti Kapadia, CPA/MBA, provided these simple tips for individual tax filers. This is not tax advice specific to you, just general information to discuss with your own tax team. Last Minute Tips for Individual Tax Filers  1. The SALT (state and local income tax deduction) is limited in 2018. We recommend you consider prepaying your […]

Small Business Tax Tips

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Business Tax Planner and CPA Aarti Kapadia provides tax filing issues to consider for small business owners. This is not tax advice, always consult with an expert about your facts.  1. Defer income to next year. Push income to into next tax year and deductions into this year. In general, it tends to be advantageous to push income into […]

When An Estate Plan Isn’t Asset Protection

In a previous post I shared the details of the incomplete (if not financially fatal) advice  one physician got from a source with questionable experience. That advice involved some common misconceptions among lay people and advisors about very basic legal and risk management concepts. Understand the REAL Role of Your Estate Planning For the most successful and/or […]

New Asset Protection Book Features Attorney Ike Devji

Asset Protection For the Rest of Us, by Michele Williams.

Phoenix, AZ May 19, 2015 Author Michele Williams’ new book , “Asset Protection For The Rest Of Us” seeks to share the information that high net worth individuals and their advisors have and most of middle class America does not. Williams examines some key basic concepts and aims to help her readers keep what they […]

What’s the Difference Between a Will and a Trust and Which one Do I Need?

FAMILY

An estate plan is always necessary unless you want your estate to pass through “operation of law” which involves the long, uncertain, public and expensive process at your death with a stranger (the courts) deciding who gets everything you leave behind. This process often leads to heartache, delay and additional stress for those you leave […]

Arizona Asset Protection Attorneys Featured at 17th Annual Wealth Protection Conference, May 2014

From Left, Attorneys Charlie Davis and Ike Devji

Attorneys Charlie Davis and Ike Devji will be speaking at the 17th Annual Wealth Protection Conference on May 9 and 10 in Mesa Arizona. Topics covered at the conference will include: How To Protect Your Assets For Generations,   How to Safely and Legally Use Offshore Trusts and Banks,  Common Fatal Flaws and Misconceptions That Cost […]

Asset Protection Attorney Ike Devji featured on Esq. Resource Radio

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Attorney Ike Devji was a featured guest for a 60 minute interview on Esq. Resource Radio in Scottsdale, Arizona with host Frank Lopo recently. The interview introduced the idea of Asset Protection, common Asset Protection mistakes and misconceptions, the role of liability insurance and a number of other issues that successful individuals like doctors and […]

Arizona is an Income Tax Haven for MLB Players – and makes MORE off them by being one

TAX & LEGAL Planning for Pro athletes

This interesting article caught my eye because I represent some professional athletes including MLB players and because I live in Arizona.  It has a really interesting bit of info at the end. The conventional wisdom at play in the U.S. is that the best way to raise government  revenues is to tax wealth creators at the very […]

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 […]

Asset Protection with Offshore Trusts – The Cook Islands

OFFSHORE TRUSTS

This article is somewhat sensational (like most lay-articles on the subject of Asset Protection)  in that it focuses on the “bad users” but the science is still sound. There are likely more people abusing tax deductions and self-directed IRAs than the kind of well timed and tax neutral offshore trust planning which we’ve helped 1000’s […]