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SIGNIFICANT TAX PLANNING OPPORTUNITY MAY SOON DISAPPEAR

SIGNIFICANT TAX PLANNING OPPORTUNITY MAY SOON DISAPPEAR

2020 – OUR 28th YEAR OF PUBLICATION! Volume XXVII • Number 3 • September 2020 TIME IS OF THE ESSENCE – TAKE ADVANTAGE NOW INTRODUCTION As you know, the Trump tax cuts (2017 Tax Cuts and Jobs Act) created unprecedented opportunities for individuals and families to transfer their legacies in a tax-efficient manner. These cuts […]

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REAL ESTATE PROTECTION – WHITE PAPER

REAL ESTATE PROTECTION – WHITE PAPER

CLICK HERE FOR REAL ESTATE PROTECTION WHITE PAPER CLICK HERE FOR PATRICIA DONLEVY-ROSEN VIDEO ON REAL ESTATE PROTECTION

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HOW TO SELECT AN ASSET PROTECTION ATTORNEY

HOW TO SELECT AN ASSET PROTECTION ATTORNEY

14 questions to ask your prospective lawyer about asset protection.

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UNIFORM GIFTS TO MINORS ACCOUNTS – PROTECTING THEM FROM YOUR CHILD, YOUR CREDITORS, AND OTHERS

UNIFORM GIFTS TO MINORS ACCOUNTS – PROTECTING THEM FROM YOUR CHILD, YOUR CREDITORS, AND OTHERS

2020 – OUR 28th YEAR OF PUBLICATION! Volume XXVII • Number 2 • July / August 2020 INTRODUCTION. Parents and other relatives often establish financial accounts for minor children as a means of making a “controllable” gift to a minor. This is accomplished by establishing a custodial account at a financial institution for the benefit […]

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FINANCING / SERVICING THE TRIBAL LENDING ENTERPRISE: WHAT YOU NEED TO DO TO PROTECT YOURSELF

FINANCING / SERVICING THE TRIBAL LENDING ENTERPRISE: WHAT YOU NEED TO DO TO PROTECT YOURSELF

By: Howard Rosen, Attorney, © 2020 Donlevy-Rosen & Rosen, P.A. Published by: https://thebusinessoflending.com/the-blog/ on May 14, 2020 Anyone in the business of financing or servicing a tribal lending enterprise (TLE) is aware of the controversies involved in that business. Notwithstanding the facts that numerous court cases have supported tribes’ ability to carry on these businesses, […]

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CORONA VIRUS FINANCIAL CONCERNS – WHAT YOU CAN DO NOW

CORONA VIRUS FINANCIAL CONCERNS – WHAT YOU CAN DO NOW

© 2020 By Howard Rosen, Esq., Donlevy-Rosen & Rosen, P.A. Of course no one knows how we will come out of this crisis, but one thing is certain: there will be business failures with ripple effects. Can you prepare in any way for what is coming? Can you protect your financial well-being from what is […]

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