Asset Protection Society

Home Some Thanksgiving Reading For You

The Asset Protection Society would like to wish everyone a Happy Thanksgiving.  If your holiday plans require any travel, please travel safely.

I know that many of you are taking an extended weekend so I thought I would give you some light reading.  Below is a list of our past newsletters that you may or may not have read.  If you have any family members or fellow planners that you think would be interested in reading our newsletters, please, forward this email or any specific links to them.

I have divided them up by topic for your convenience.

  1. Asset Protection Planning:
    1. Introduction to the Asset Protection Society
    2. Kinetic” Asset Protection: Learning The Players
    3. Kinetic Asset Protection: When The Financial Seas Are Calm
    4. There is safety and security in Asset Protection Planning
    5. A New Year’s Resolution: Grow your business by learning Asset Protection Techniques (with the help of the APS™)
    6. New Action

 

  1. Offshore Structures
    1. If Offshore Trusts Scare You Consider an Offshore LLC
    2. Tax and Planning Consequences under the Obama Administration

 

  1. Domestic Structures
    1. If Offshore Trusts Scare You Consider an Offshore LLC
    2. Single-member LLCs under attack, again
    3. Follow-up on Single-member LLCs

 

  1. Listed Transactions
    1. Distressed Asset Trusts (DAT) transactions are now listed transactions

 

  1. Protecting Yours and Your Client’s Assets
    1. Using the C.A.L.M. Plan To Cultivate and Work With Affluent Clients
    2. Using the Bankruptcy Code and Life Insurance for Asset Protection
    3. Asset Protection of Cash Value Life Insurance, Annuities, and IRAs
    4. Cashing out an elderly parents IRA…
    5. Asset Protection planning IS essential
    6. Is my money safe?
    7. Joint Tenancies are Terrible for Asset Protection Yet Provide Opportunity for Advisors
    8. Try Telling Stories to Motivate Your Clients to Become Asset Protected
    9. Should clients sue money managers when the stock market crashes?
    10. There is safety and security in Asset Protection Planning
    11. Should clients sue money managers when the stock market crashes?
    12. Does “Buy and Hold” Work in a Volatile Stock Market? The Surprising Results!

 

  1. Guidance from the IRS and U.S. Courts
    1. Supreme Court Ruling on 401(k) Profit Sharing Plans
    2. Warning from the APS an the IRS
    3. IRS seeks help with tax probe
    4. Taxpayer fights the IRS and wins, learn how this can affect you!

 

  1. Scammers and Schemers
    1. Federal Court Permanently Bars Las Vegas Man From Promoting Asset Protection Scheme
    2. Internet scams and schemers beware
    3. Stopping the Asset Protection Crooks in their Tracks
    4. Hedge fund millionaire turns himself into police

 

Also, John Dietz, co-founder of the Asset Protection Society wrote another article that I felt was interesting and timely.  I think his article is especially interesting because it reminds us that no matter what is happening with the world, the economy, our family, or whatever we need to take the time to remember the importance of family; and, part of protecting our family is estate and family planning.  You can read his article by clicking here.

Email Us“>Email Us

https://www.assetprotectionsociety.org/