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Attorney Ike Devji

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Year-End Tax Plan Sales Targeting Doctors, Business Owners

October 27, 2015 by Ike Devji, Asset Protection Lawyer Leave a Comment

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 […]

Filed Under: business legal planning, business owner and entrepreneur, Business Owners, captive insurance company, closely held business, cpa, Due Dilligence, finacial advisors, Finance, FINANCIAL ISSUES FOR DOCTORS, financial literacy, Life Insurance, scams, tax deductions, taxes Tagged With: captive insurance, Doctors, entrepreneurs, Ike Devji, life insurance, tax planning

When Should You Update Your Estate Plan?

August 21, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

We’ve previously highlighted the financial and legal planning issue business owners and doctors feel uninformed about, and provided links to more than half a dozen articles on those areas of concern. Today we continue our examination of those blind spots by addressing a common question: When should I update my estate plan? We’ve previously addressed common estate-planning […]

Filed Under: Arizona, Arizona Estate Planning, estate planning, estate taxes, family business, Finance, financial literacy, Legal Strategies Tagged With: addiction, arizona lawyers, children, divorce, estate planning, family, family trust, Ike Devji, marriage, restatement, revocable living trust, special needs, trusts, updates, wills

What Could Bravo’s ‘The Queen of Versailles’ have to do with Asset Protection?

April 16, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

Quite a bit actually as it shows the stupidity of reckless excess spending, the importance of having cash (even for the rich) and the failure of most contemporary estate planners and business lawyers to plan ahead and think defensively, yes even the super smart ones who work only with rich people. – Ike Devji   […]

Filed Under: arizona economy, Asset Protection, Asset Protection Fraud and Failures, Banking and Bank Solvency, business legal planning, business survival, CEO, closely held business, commercial real estate, debt, estate planning, family business, family liability, Family Office, Finance, financial literacy, foreclosure, high net worth, Legal Strategies, professional athletes, professional entertainers, real estate investing, recession, recession survival, risk management, venture capital, Wealth Transfer Strategies Tagged With: Asset Protection, bankruptcy, Bravo, ceo, David Siegel, family wealth, Homebuilders, Ike Devji, Jackie Seigel, Queen of Versailles, Residential real estate developers, time share

Advisor Banned By FINRA for bad OBA and R.E. deals with NFL Players

March 12, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

A former financial advisor who cost a group of NFL players $43 million by steering them into a bum casino investment and other bad deals including real estate deals he took a peice of has been banned from the securities industry. See the story: http://www.fa-mag.com/news/advisor-barred-from-industry-for-bilking-nfl-players-13600.html?section=43 I wish I could say this was unusual, it’s not. […]

Filed Under: Asset Protection, CEO, commercial real estate, finacial advisors, Finance, fraud, investing, investment exposure, professional athletes, professional entertainers, real estate investing, scams Tagged With: advisors, ceo, commercial real estate, doctors financial, due dilligence, finance, Ike Devji, investing, Professional Athletes, Residential Real Estate, risk

Current FDIC Deposit Insurance Coverage Limits – Asset Protection and Your Bank

August 23, 2012 by Ike Devji, Asset Protection Lawyer 1 Comment

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 is protected by FDIC insurance limits and for how long.  The current limits were created in 2008 to prevent a run on the banks due to economic panic. The placebo worked, […]

Filed Under: 2012 Economy, Asset Protection, Banking and Bank Solvency, FDIC Insurance Limits, Finance, financial literacy, investment exposure, recession, recession survival Tagged With: 2012, Arizona Banks, bank solvency, economy, FDIC insurance limits, Ike Devji

Seven Ways To Survive a Business Cashflow Crunch – CEO/Entrepreneur/Startup

August 10, 2012 by Ike Devji, Asset Protection Lawyer Leave a Comment

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 risk management on all fronts, including cash flow and other solvency related issues magnified by the economy. We’ve covered many of these issues here including those related to real estate, […]

Filed Under: 2012 Economy, business legal planning, business survival, CEO, closely held business, dentists, Doctors, family business, Finance, FINANCIAL ISSUES FOR DOCTORS, financial literacy, recession survival Tagged With: Asset Protection, B2B CFO, Boomer Business Sale, cashflow, ceo, cfo, Entrepreneur, Family Business, Ike Devji, Mark Johnson, SMall BIz

Beyond Pie Charts: Three Vital Year-End Financial Planning Questions for Doctors

December 29, 2011 by Ike Devji, Asset Protection Lawyer 1 Comment

The complexity of the current business environment and economy can easily feel overwhelming to many medical professionals. As we’ve discussed in previous articles, asset protection and wealth preservation planning for doctors is not just about litigation and must include a holistic balance of legal, financial, tax, and insurance planning. My work with some of the […]

Filed Under: chiropractors, dentists, Doctors, Finance, financial advisors, FINANCIAL ISSUES FOR DOCTORS, recession survival Tagged With: Dentists, Doctors, doctors financial, Ike Devji, Jeff Christenson, MD, medical practice, physicians investing, Wealth Preservation

THE VAULT: Asset Protection, Cash Alternatives and Life Insurance – UPDATED

September 2, 2011 by Ike Devji, Asset Protection Lawyer Leave a Comment

In the week ending august 14th another 24 Billion dollars left the securities market for the relative perceived safety of cash. These billions  of dollars simply added to the trillions of dollars already allocated that way because of fears of instability in the securities and real estate markets.  This large liquidity position has not gone un-noticed, unfortunately […]

Filed Under: Asset Protection, Best Money Market rates, creditor protected cash alternatives, Family Office, finacial advisors, Finance, financial advisors, high net worth, investment exposure, Jeff Christenson, Jumbo CD Rates, Life Insurance, Life Insurnace Conversions, Municipal Bonds, physicians, professional athletes, recession survival, Uncategorized, worth magazine Tagged With: Asset Protection, bank solvency risk, cash alternatives, COLI, Doctors, Ike Devji, Jeff Christenson, Jumbo CD, life insurance, money market, Vault, Wealth Preservation

The Common Traits of Long-Term Wealth – Staying Rich

May 27, 2011 by Ike Devji, Asset Protection Lawyer 1 Comment

Ike Devji, J.D. I have been fortunate to work with some of the most successful people in America through the course of my career. All of them excel at something; medicine, business, real-estate development, science, and even the arts. What this vastly diverse crowd has in common (besides money) though are a set of traits […]

Filed Under: Asset Protection, business legal planning, Finance, high net worth, professional athletes, professional entertainers, recession survival Tagged With: business planning, generational wealth, High Net Worth, Ike Devji, legal planning, success, wealth

PROFIT RETENTION STRATEGIES FOR MEDICAL PRACTICES –

November 18, 2010 by Ike Devji, Asset Protection Attorney Leave a Comment

  IT’S NOT JUST WHAT YOU MAKE; IT’S ALSO WHAT YOU KEEP.  With the economic impact of the new healthcare laws and the President’s final 2011 budget uncertain, practice owners and managers would be well served to focus their attention at this time on profit retention strategies. The thousands of doctors we serve are facing […]

Filed Under: business legal planning, business survival, chiropractors, dentists, economy, Finance, financial advisors, Ike Devji, Lotzer Law Group, medical practice mangement, recession survival, tax deductions, taxes, Trisha Lotzer, Uncategorized Tagged With: cost segregation study, DDS, dental practice, doctors financial, Ike Devji, MD, medical business, medical practice, medical practice management, taxes, trisha lotzer

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See Ike’s Work In Action

· Ike Devji on Acrimoney.com
· Ike Devji on CFO ADVISORS
· Ike Devji on Infosec Island
· Ike Devji on Risk and Threat Management

Money Matters Interview

Recent Posts

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