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Attorney Ike Devji

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Asset Protection Podcast – Ike Devji and Ben Yin

August 28, 2019 by Ike Devji, Asset Protection Lawyer Leave a Comment

VIDEO: Atlanta Financial Advsior Benjamin Yin, MBA and Asset Protection attorney Ike Devji, J.D. have an in-depth conversation about Asset Protection for physicians and entrepreneurs. Watch Ben and Ike Here  https://vimeo.com/351967372/52e6e5bc13

Filed Under: Asset Protection for Doctors, asset protection law, asset protection strategies, financial advisors, FINANCIAL ISSUES FOR DOCTORS Tagged With: arizona, Asset Protection, asset protection lawfirms, Atlanta, Benjamin Yin MBA, Georgia, Ike Devji, personal finance, phoenix, physicians, physicians investing, podcast, scottsdale

Year-End Tax-Scams Targeting Doctors and Business Owners

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

 The year-end planning rush so familiar to physicians has many pitfalls including a variety of serious tax scams. Some scams covertly target you externally, while others are actually brought to doctors and business owners by their own would-be advisors; today we provide some red flags to look out for on both fronts. This is part […]

Filed Under: abusive tax schemes, Asset Protection Fraud and Failures, business legal planning, cpa, financial advisors, FINANCIAL ISSUES FOR DOCTORS, financial literacy, fraud, scams, secret bank accounts, Surgeons and Surgical Centers, tax deductions, tax fraud, taxation Tagged With: constitutional trust, dirty dozen frivolous arguments, Doctors, entrpreneurs, ID theft, Ike Devji, pure trust, tax fraud, tax return fraud, trust scams

IRA Creditor Protection Issues – Asset Protection

June 12, 2015 by Ike Devji, Asset Protection Lawyer 1 Comment

Although IRA asset protection is provided by law to most personally owned and funded IRA accounts there are several other important asset-protection issues doctors, business owners, and other successful individuals need to consider. The (very) general rules of thumb about IRAs: For the purposes of brevity in the context of this column, in most cases, your […]

Filed Under: Arizona Asset Protection, Asset Protection, Asset Protection for Doctors, asset protection law, asset protection trusts, Baby Boomers, estate planning, Family Legal Planning, financial advisors, financial literacy, IRA creditor protection, IRA Trusts, Marriage and Family, Retirement Plan Creditor Protection, retirement plan funding Tagged With: arizona, asset protection lawyer, Creditor Protection, Expert, Heirs, Ike Devji, Inheritence, IRA, IRA Trusts

LIfe Insurance for Doctors and Business Owners – Key Due Dilligence Questions for Buyers

December 17, 2013 by Ike Devji, Asset Protection Lawyer 1 Comment

The last two weeks of the year is high selling season for life insurance polices as doctors rush to fund various retirement plans and as advisers take advantage of year-end wealth-transfer opportunities and favorable deals sometimes available from insurance companies. Knowing the right questions to ask about an insurance policy is a key issue for […]

Filed Under: Business Owners, cpa, creditor protected cash alternatives, defined benefit plans, Doctors, estate planning, finacial advisors, financial advisors, financial literacy, Irrevocable Life Insurance Trust, Life Insurance, retirement plan funding Tagged With: Asset Protection, buying, Defined Benefit, due dilligence, Ike Devji, life insurance, life insurance buying

Essential Legal and Financial Documents, an Emergency Checklist

November 26, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

Finding key documents can be trying and laborious under the best circumstances, even with plenty of notice, like at tax time every year. Finding them under stress or worse, having to have someone else sort through the entirety of the paperwork you have hoarded after an emergency, death or other crisis is often impossible. This […]

Filed Under: Asset Protection, business legal planning, business survival, Crisis Management Planning, ESTATE MANAGEMENT, financial advisors, financial literacy, intangible assets, Life Insurance, personal security, professional athletes, property insurance, risk management Tagged With: Asset Protection, crisis management, Ike Devji, legal documents, legal planning, personal finance, personal security, prepping, risk management

Arizona Asset Protection Lawyer Ike Devji in Financial Consultant Magazine

September 23, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

Attorney Ike Devji was recently featured as an author in the premier issue of Financial Consultant Magazine. Ike’s article, “The Growing Role Of Financial Advisors – Asset Protection” takes a look at the financial devastation that many successful professionals experienced over the last few years and the role that top advisors must play in helping their […]

Filed Under: Arizona, Arizona Asset Protection, Arizona Estate Planning, arizona real esate, asset protection strategies, Bankruptcy, business legal planning, Business Owners, business survival, CEO, dentists, Doctors, financial advisors, FINANCIAL ISSUES FOR DOCTORS, financial literacy Tagged With: arizona, Asset Protection, builder, ceo, developer, doctor, financial consultant magazine, Ike Devji, investor, phoenix, Real Esate

Bad Advice Doctors, Business Owners Get from Financial Advisors

February 19, 2013 by Ike Devji, Asset Protection Lawyer 1 Comment

As we have discussed here multiple times in the past, the most effective wealth preservation planning has four key components: tax planning, legal planning, investment planning, and insurance planning. Fortunately, more advisors from different disciplines are adopting a more holistic view of their clients and educating themselves in a variety of areas outside their own […]

Filed Under: Asset Protection, Asset Protection Fraud and Failures, business legal planning, closely held business, doctor sued, financial advisors, FINANCIAL ISSUES FOR DOCTORS, financial literacy, lawsuit awards, liability insurance, Uncategorized Tagged With: Asset Protection, doctor's finances, financial advisor, Ike Devji, lawsuits, liability insurance, malpractice lawsuits

Is my DEFINED BENEFIT PLAN safe if my employer goes out of business? – Asset Protection

May 16, 2012 by Ike Devji, Asset Protection Lawyer Leave a Comment

If your employer goes out of business, any retirement plan your employer sponsored will be terminated. If the plan is a 401(k) or other defined contribution plan, your benefits are held in trust, apart from your employer’s assets, and you’ll generally be entitled to receive your full account balance in a lump sum. (You can […]

Filed Under: Bankruptcy, business legal planning, CEO, closely held business, defined benefit plans, doctor sued, family business, financial advisors, FINANCIAL ISSUES FOR DOCTORS, financial literacy, high net worth, investment exposure, Legal Strategies, liability Tagged With: Asset Protection, ceo, cfo, CFO Financial Advisor Network, coo, defined benefit plan, executive compensation, Ike Devji, income protection, mike stolp

Business Owners and Managers CAN Influence the World for the Better – Choose To Do So

March 9, 2012 by Ike Devji, Asset Protection Lawyer Leave a Comment

Like you I get a lot of email newsletters on variety of business and legal issues every day, much of it negative or scary . Most of them are unremarkable and get skimmed and deleted quickly. Every once in a while you get a gem, a good reminder of something you should be doing or […]

Filed Under: business survival, CEO, closely held business, economy, financial advisors, Leadership & Management, medical practice mangement, recession survival Tagged With: America, ceo, coo, executive, Ike Devji, leadership, management, Nate Hagerty, recession, success, wealth

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

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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

  • The Business Roundtable Podcast: Asset Protection
  • The Risks of Doing Business With Family Members
  • Campaign Contributions: What Business Owners Need to Know
  • Recession Asset Protection – Is My Bank Safe?
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