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Asset Protection Success Stories: The Teenager

May 25, 2016
Asset Protection Success Stories: The Teenager

This article in our “Asset Protection Success Stories” series focuses on an issue close to home for many American families, and that is the liability associated with a teen driver.

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“Fraud Mecca” claims denied by Cook Islands FSDA

May 20, 2016
“Fraud Mecca” claims denied by Cook Islands FSDA

The Cook Islands financial services industry has been a leader in trust legislation and professional services, and has grown in the past 30 years and outpaced many of its neighbours in the implementation of international standards.

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American Uncertainty: Financial planning in the face of political and economic doubt

April 13, 2016
American Uncertainty: Financial planning in the face of political and economic doubt

At a time when the American political climate is contentious and the country seems more divided than ever, Americans can certainly agree on one topic: the uncertainty of the country’s future. Americans are now taking unprecedented actions to protect themselves from their own government. These steps include the renunciation of citizenship, planning for death tax increases, protection from excessive regulation, and foreign market diversification.

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Howard Rosen discusses the Panama Papers and offshore planning on ‘Ross Files’

April 9, 2016
Howard Rosen discusses the Panama Papers and offshore planning on ‘Ross Files’

Attorney Howard Rosen was interviewed on the April 6 edition of Ross Fire for his take on the Panama Papers scandal. Dave Ross, host of Seattle KIRO-FM’s Ross Fire, questioned Howard on the various aspects of offshore planning, and the difference between ethical offshore asset protection planning and the fraudulent activities of less-than-reputable offshore companies.

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The Panama Papers – How to Avoid Entanglement with Unethical Offshore Companies

April 7, 2016
The Panama Papers – How to Avoid Entanglement with Unethical Offshore Companies

The panama papers revelation: how can professionals and clients make sure they are doing business with reputable offshore companies?

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Asset Protection Success Stories: The Medical Practice

March 21, 2016
Asset Protection Success Stories: The Medical Practice

This article in our “Asset Protection Success Stories” series focuses on a common business operated by our client base: a medical practice. Having read our last article in this series, the clients described below contacted us to let us know about their experiences.

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“The Basics of U.S. Taxation of Offshore Trusts” published in High-Net-Worth section of Wealthmanagement.com

March 14, 2016
“The Basics of U.S. Taxation of Offshore Trusts” published in High-Net-Worth section of Wealthmanagement.com

The latest article penned by attorney and CPA Howard Rosen is directed towards offshore planning professionals, and discusses basic reporting requirements for foreign trusts under the Internal Revenue Code. The article is featured in the ‘High Net Worth’ section of Wealthmanagement.com. But are foreign trusts only for high net worth individuals?

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“A Protective Moat” – Howard Rosen featured in Newsmax publication on asset protection

March 7, 2016
“A Protective Moat” – Howard Rosen featured in Newsmax publication on asset protection

The March 2016 Franklin Prosperity Report contained an article featuring attorney Howard Rosen. Titled “The Protective Moat”, the segment focused on effective asset protection strategies for wealth individuals.

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Asset Protection Success Stories: The Non-Compete Clause

February 18, 2016
Asset Protection Success Stories: The Non-Compete Clause

The first article in our “Asset Protection Success Stories” series focuses on a common issue for a small business seller: a non-compete clause. In layperson’s terms, a non-compete restricts a person from participating in a similar business for a specific period of time. It is a common clause in contracts for the sale of a business, especially when business operations relied heavily on the expertise of the owner.

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Asset Protection Success Stories: Why Success Stories Are Rarely Published

February 18, 2016
Asset Protection Success Stories: Why Success Stories Are Rarely Published

Why are success stories rarely made public? We are frequently asked by clients and fellow professionals for examples of offshore asset protection planning withstanding creditor attacks. Many, if not most, are satisfied with the few reported cases available for public review. But certain clients ask the following question: if there are tens of thousands of offshore asset protection trusts, why are there not more examples of their effectiveness?

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