Senator seeks support to scale back the IRS’s assault on nondisclosure of alleged tax shelters due to constitutional concerns Pursuant to requiremen...
Place The Residence Into the Living Trust?
Are you sure about that? As a follow-up to my last article, readers have raised questions about my caution for robotically transferring a residence in...
Single-member LLCs under attack, again
When the Asset Protection Society (APS™) and its members discuss setting up LLCs for asset protection purposes or the use of LLCs in various plannin...
So You Think You Have An Estate Plan?
Sound all too familiar? It generally starts with either you or your spouse suggesting that with the accumulation of assets, house, or retirement funds...
Supreme Court Ruling on 401(k) Profit Sharing Plans
Adds Fiduciary Liability to Thousands of Advisors The Asset Protection Society is all about protecting clients from “all” liabilities (global ass...
There is safety and security in Asset Protection Planning
Things have not looked this gloomy for quite some time. Comparisons about previous recessions and depressions still fill the 12-second sound bites and...
Unique Tax Savings Position Approved In Morton
The Court of Federal Claims recently held in favor of a taxpayer who argued that his multiple business entities operated as a unified business enterpr...
Beware of Greeks Bearing Gifts
Last year will go down as one of the most turbulent and troubled economic years of our lifetime. In the world of Asset Protection and wealth preservat...
Using the Bankruptcy Code and Life Insurance for Asset Protection
Going into Bankruptcy When clients are slowly sliding into bankruptcy, they are typically of the mindset that any liquid wealth they have will be lost...
Taxpayer fights the IRS and wins, learn how this can affect you!
The IRS Is Your Number One Creditor When discussing asset protection, many people get caught up in mindset of only thinking about protecting their ass...