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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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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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ASSET PROTECTION UPDATE: FRACKING – Here it comes….

ASSET PROTECTION UPDATE: FRACKING – Here it comes….

©2019  By: Howard Rosen, Esq., Donlevy-Rosen & Rosen, P.A.   Fracking has become a dirty word in the media, largely because of protests from environmentalists and prominent Hollywood stars voicing complaints about water contamination and environmental damage. Whether or not these claims are valid, one thing is for certain – a litigation storm surrounding this […]

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A Review and Critique of the 2013 Ohio Legacy Trust Act

A Review and Critique of the 2013 Ohio Legacy Trust Act

Effective March 27, 2013, Ohio joined the growing list of states that have enacted asset protection trust legislation. This article provides a review and critique of the asset protection aspects of the Ohio Legacy Trust Act (Act).

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Asset Protection – Going Offshore May Yield the Best Results

Asset Protection – Going Offshore May Yield the Best Results

Years ago asset protection planning was an infrequently discussed topic between CPAs and their clients. Today, however, the topic often arises. Therefore, CPAs must have a basic knowledge of the strategies and techniques available to their clients to be able to intelligently respond to client inquiries.

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Amendment 8 – How to Protect Yourself

Amendment 8 – How to Protect Yourself

Amendment 8 prohibits a physician who has been “found to have committed three or more incidents of medical malpractice from being licensed to practice medicine in Florida” (emphasis supplied). How do you protect yourself from that Draconian rule? You implement a comprehensive asset protection strategy.

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