Conservation Easements Require Caution
May 6, 2019
My regular readers know that while I cover many different specifics of asset protection for physicians and business owners, I have several consistent core themes.
Articles:
taxes
Seasonal Tax Scams Target Doctors
September 24, 2018
By Ike Devji, J.D. September starts the annual income tax fraud sales season. As doctors are aggressively pursued with a variety of tax savings plans
Current Threats To Wealth – FEB 2018
February 26, 2018
Asset Protection for doctors includes financial due diligence and risk management in many forms that go far beyond just medical malpractice. Be aware of these
Expert Tax Tips For Individual Tax Filers
January 3, 2018
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
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
Tax Scam Warning – Fraud and ID Theft in 2015
February 2, 2015
Tax filing related scams are at all-time high and we are warning our clients about some specific fact patterns and known risks. These criminal scams
Arizona is an Income Tax Haven for MLB Players – and makes MORE off them by being one
February 20, 2014
This interesting article caught my eye because I represent some professional athletes including MLB players and because I live in Arizona. It has a really interesting bit
HOW TO MINIMIZE OR ELIMINATE TAX LIABILITY REGARDING MORTGAGE DEBT FORGIVENESS
May 1, 2013
This week we take a look at the tax liability associated with mortgage debt forgiveness and how it can be reduced or eliminated. Given what’s
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
Lost or MIsplaced EIN (tax ID) Number?
April 5, 2013
Lots of people lose or misplace their tax ID Number every year, especially with newer entities or those they don’t use often, Here’s what the I.R.S.