
Thinking about gifting wealth before year end? See these articles on 2012 estate tax changes.
BUILDING THE RIGHT TRUST Incentives, credits and deductions within the U.S. tax system are currently in the spotlight, and most advisors are aware that
BUILDING THE RIGHT TRUST Incentives, credits and deductions within the U.S. tax system are currently in the spotlight, and most advisors are aware that
An area of liability and exposure that is becoming more common and which is routinely overlooked in planning is Officer and Director liability including both civil
FDIC Deposit Insurance Coverage A common and reasonable question we get from clients is on the safety and solvency of their bank and what exactly
DISCRIMINATING AGAINST CRIMINALS IN YOUR WORKFORCE QUESTION: CAN THE EQUAL EMPLOYMENT OPPORTUNITY COMMISSION (“EEOC”) CHARGE MY COMPANY FOR DISCRIMINATION IF WE FOLLOW STATE
By Ike Devji, JD | August 7, 2012 Physicians are always being promised the holy grail of asset protection, tax savings, and growth.
Over the last few years the concept of Asset Protection has greatly expanded to include not just the traditional threats like litigation exposure, but effective
Being informed and trained is key to any personal security issue. This is an unfortunate reality today, as long as there is mental illness or
Thanks largely to expanding educational efforts among financial advisors and CPAs, one increasingly popular option for medical practices that are looking for increased insurance coverage,
In our two previous discussions we introduced the general concept of a captive insurance company (captive) as well as specific qualifying questions to help doctors
We continue last week’s look at captive insurance companies as an asset protection, risk management, and wealth accumulation vehicle for physicians by providing some basic