Ask These Questions Before Buying Life Insurance
November 13, 2017
The fourth quarter of the year is when life insurance sales kick into high gear. In many cases, life insurance is often sold as a
Articles:
Due Dilligence
Year-End Tax Plan Sales Targeting Doctors, Business Owners
October 27, 2015
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
The “C” Word in business: Vital Issues To Consider With C-Corporations
April 19, 2013
The article linked below contains some simple and important issues to consider regarding the taxation of C-corps. As an asset protection attorney I’ve never been
Tax Scams: I.R.S Dirty Dozen Targets Doctors and Business Owners
March 25, 2013
With fewer than 60 days until tax time the annual 11th-hour tax planning rush by doctors is in full swing. The Dirty Dozen listing, compiled
Ex-Dallas Cowboy Football Player Sentenced in $20MM Mortgage Fraud
December 13, 2012
“Mean Gene the Hitting Machine,” Lockhart was sentenced to 4 1/2 years in prison this week for his role in an affinity fraud scam involving
Questions to ask Captive Insurance Provider – Asset Protection – Due Dilligence
August 1, 2012
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
A Physician’s Start-Up Guide: Picking the Best Real Estate for Your Medical Practice
May 30, 2012
Buying the perfect building for your medical practice requires you to consider much more than “location, location, location.” In our first two discussions on starting
How to Pick an Asset Protection Lawyer – Key Due Diligence Questions and Caveats
June 13, 2011
By Ike Devji, J.D. The last 8 years has created an explosion in the Asset Protection planning field due to both the large number of
Due Dilligence and Why the Background Check You Used Won’t Work
March 11, 2011
Due Diligence is a commonly overlooked or underestimated tool, and a an essential plan of any business venture or financial entanglement, especially now in the
Protecting the innocent – Due Dilligence & Investment Fraud
December 8, 2010
Insider threats cost business $4bn each year Hacker skims 35,000 customer credit card numbers 14 Business bank accounts wiped out by phishing scheme Investors scammed