Category Archives: Asset Protection

Home Archive by category "Asset Protection" (Page 5)

End of the Year Tax Planning

President Barack Obama’s reelection to another four-year term sets the stage for a broad and significant impact on tax professionals, financial ...

Medicare Class Action to Provide Help

On October 22, 2012, the New York Times reported that the federal government had reached a settlement in a Maine class action case that should have a ...

Health Crisis Can Cost Clients

Let me know if this sounds familiar.  You have a long-time client who you’ve worked with for several years.  Maybe you’ve help them invest their...

Did Romney Have Offshore Bank Accounts?

I, like so many of you, have listened to the recent national campaign rhetoric and finally decided to take a look at both President Obama’s and Mitt...

Planning Before Year-End

Now’s the time to revisit those planning “Resolutions” made at the New Year As we rang in the New Year at the beginning of 2012, the federal est...