
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

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

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

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

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

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

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

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

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
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

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