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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

Why ALL Business Partnerships Must Have a “Buy-Sell” Agreement

July 31, 2018 by Ike Devji, Asset Protection Lawyer Leave a Comment

Any business or medical practice with multiple owners must have a funded buy-sell agreement in place to protect the partners and their families from the death or exit of a partner. We look at what should be covered in this essential legal document and what happens when it isn’t complete. What is a “buy-sell” agreement?  […]

Filed Under: Arizona Asset Protection, Arizona Estate Planning, Asset Protection, Asset Protection Education, Asset Protection for Doctors, business law, business legal planning, Business Owners, buy sell agreement, Medical Practice Management, Medical Practice Risk Management, partnerships, personal finance, Succession and Transition Planning, Wealth Transfer Strategies, women & money Tagged With: arizona, Asset Protection, business continuation plan, business law, buy-sell agreement, Dentists, Doctors, Family Business, Ike Devji, law, partnerships, personal finance, small business, succession plan

How To Test Your Legal And Financial Planning Today

July 30, 2018 by Ike Devji, Asset Protection Lawyer Leave a Comment

Will your legal and financial planning really protect your family and your business? Asset Protection attorney Ike Devji on the tough questions you must ask about your own plans TODAY, while you still can. Many of those I counsel are in high-income, high-stress, and high-liability professions. Whether you are a business owner, entrepreneur, physician, your  planning […]

Filed Under: Arizona Estate Planning, Asset Protection, Asset Protection Education, Asset Protection for Doctors, business legal planning, Business Owners, business survival, buy sell agreement, closely held business, Crisis Management Planning, disability insurance, Divorce, Entrepreneurs, family business, Family Office, FINANCIAL ISSUES FOR DOCTORS, financial literacy, Life Insurance, Succession and Transition Planning, Surgeons and Surgical Centers Tagged With: advisors, arizona, Asset Protection, business law, crisis management, death, disability, Entrepreneur, Estate plan, estate planning, Ike Devji, law, partnerships, personal finance, phoenix, scottsdale

How To Pick An Asset Protection Lawyer

June 3, 2018 by Ike Devji, Asset Protection Lawyer Leave a Comment

Whether you are an advisor looking for the best help for your clients or a successful individual doing your own due diligence, knowing the right questions to ask to qualify a so called “asset protection” expert is more important than ever before.  Failing to do so and working with amateurs, or worse, non-attorney promoters can not only cause […]

Filed Under: Arizona Asset Protection, Asset Protection, Asset Protection Education, Asset Protection for Doctors, Asset Protection Fraud and Failures, asset protection law, asset protection trusts, business owner and entrepreneur, Ike Devji Tagged With: arizona, Asset Protection Experts, asset protection law, asset protection lawyer, Best Asset Protection, CFP, CPA, Experienced Asset Protection Lawyers, Ike Devji, phoenix, scottsdale

More Self Defense for Captive Insurance Company Owners

February 27, 2018 by Ike Devji, Asset Protection Lawyer Leave a Comment

Captive insurance companies may be ticking times bombs of legal and financial liability for their owners. Captive owners must act quickly, be educated about specific risks and be well represented by counsel. I previously provided specific examples of the abusive fact patterns that have drawn the ire of the I.R.S. and a list of red flags […]

Filed Under: Business Owners, captive insurance company, Doctors, FINANCIAL ISSUES FOR DOCTORS, liability insurance, Medical Practice Management, Medical Practice Risk Management, tax deductions, tax fraud, taxes, Wealth Transfer Strategies Tagged With: arizona, audits, captive insurance, dirty dozen, Doctors, I.R.S., Ike Devji, phoenix, risk management, tax fraud

Expert Tax Tips For Individual Tax Filers

January 3, 2018 by Ike Devji, Asset Protection Lawyer Leave a Comment

Aarti Kapadia, CPA/MBA, provided these simple tips for individual tax filers. This is not tax advice specific to you, just general information to discuss with your own tax team. Last Minute Tips for Individual Tax Filers  1. The SALT (state and local income tax deduction) is limited in 2018. We recommend you consider prepaying your […]

Filed Under: tax deductions, taxation, taxes Tagged With: Aarti Kapadia, arizona, CPA, phoenix, tax law 2018, taxes

Small Business Tax Tips

January 3, 2018 by Ike Devji, Asset Protection Lawyer Leave a Comment

Business Tax Planner and CPA Aarti Kapadia provides tax filing issues to consider for small business owners. This is not tax advice, always consult with an expert about your facts.  1. Defer income to next year. Push income to into next tax year and deductions into this year. In general, it tends to be advantageous to push income into […]

Filed Under: Arizona, cpa, Entrepreneurs, small business, taxation, taxes Tagged With: 2017 Tax, Aarti Kapadia, arizona, CPA, phoenix, tax

Protecting an Entrepreneur’s Greatest Asset – Their Team

November 28, 2017 by Ike Devji, Asset Protection Lawyer Leave a Comment

The most successful entrepreneurs we serve build their success through a combination of their own hard work and by building, leading and keeping high performing teams. In this special guest post, entrepreneur business coach and consultant Mitch Pisik shares an executive summary on protecting one of your business’ greatest assets, its people. Ike Devji A Company Is Known […]

Filed Under: Arizona, business owner and entrepreneur, Business Owners, business survival, CEO, closely held business, Entrepreneurs, family business, Leadership & Management, Medical Practice Management Tagged With: arizona, Entrepreneur, excellence, executive, executive coach, Founder, Ike Devji, leadership, Mitch Pisik, success, team building

When An Estate Plan Isn’t Asset Protection

November 6, 2017 by Ike Devji, Asset Protection Lawyer Leave a Comment

In a previous post I shared the details of the incomplete (if not financially fatal) advice  one physician got from a source with questionable experience. That advice involved some common misconceptions among lay people and advisors about very basic legal and risk management concepts. Understand the REAL Role of Your Estate Planning For the most successful and/or […]

Filed Under: Arizona Asset Protection, Arizona Estate Planning, Asset Protection, Asset Protection Education, Asset Protection for Doctors, asset protection trusts, estate planning, Family Legal Planning, financial literacy Tagged With: arizona, Asset Protection, estate planning, phoenix, revocable living trust, scottsdale, trusts

Video: Common Asset Protection Mistakes Pt. 3

April 4, 2017 by Ike Devji, Asset Protection Lawyer Leave a Comment

  Asset protection lawyer Ike Devji discusses common fatal mistakes in asset protection planning. In part 3 of his 5 part interview series with financial expert Steve Savant Ike discusses how entrepreneurs and business owners might use the wrong legal tools or actually drag liability back into their safe legal planning.

Filed Under: Arizona Asset Protection, Asset Protection Education, Asset Protection Fraud and Failures, asset protection law, asset protection strategies, family business, Ike Devji - Asset Protection Expert Tagged With: arizona, Asset Protection, business owner, Entrepreneur, Expert, Family Business, Finlit, Founder, Ike Devji, lawsuits, liability, scottsdale, small business

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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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