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By Sam Phillips

Howard Rosen to present asset protection seminar for the FLAA-CPA

June 24, 2015
Howard Rosen to present asset protection seminar for the FLAA-CPA

The Florida Association of Attorney-Certified Public Accountants (FLAA-CPA) in conjunction with the Tax Section of the Florida Bar will host author and attorney Howard Rosen during their July chapter meeting, with a theme of creditor liability and asset protection.

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Seminar: Setting Up/Knocking Down Asset Protection Structures

February 23, 2015
Seminar: Setting Up/Knocking Down Asset Protection Structures

Debtors have always been interested in effective shields, just as creditors have sought powerful swords. But today’s turbulent business/investment environment has turned up the pressures on both – pressures which are passed on to legal counsel and other professional advisors. It has never been more important for corporations and individuals to shield their assets from […]

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Asset protection attorney featured by Huffington Post; Hosting seminar at Heckerling Institute

December 5, 2014
Asset protection attorney featured by Huffington Post; Hosting seminar at Heckerling Institute

In a December 1, 2014 article on Huffingtonpost.com, Attorney Howard Rosen provided insight into the negative stigmas associated with offshore planning. The article is titled with a question: “GE and Apple do it, so is offshore planning really all that taboo?”

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“OFFSHORE PLANNING FROM A TO Z” – Donlevy-Rosen & Rosen, Southpac Trust, and NBI partner video course

November 5, 2014
“OFFSHORE PLANNING FROM A TO Z” – Donlevy-Rosen & Rosen, Southpac Trust, and NBI partner video course

Offshore asset protection can have many benefits, but it creates a potential legal minefield. With this start-to-finish program, you will learn the tools you need to set up offshore trusts, handle the tax concerns and maintain an ethical practice. Our experienced faculty will lead you through the process of drafting the trust and alert you to the potential problems. You’ll also prepare for problems before they occur with a thorough understanding of applicable statutes and recent case law.

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Free webinar for attorneys, CPAs, and financial planners

October 22, 2014
Free webinar for attorneys, CPAs, and financial planners

The law firm of Donlevy-Rosen & Rosen, P.A. and City National Rochdale have partnered to provide a one hour webinar for professionals, including attorneys, CPAs, and financial planners. The webinar, which is free for pre-registered attendees, will feature keynote speakers Howard Rosen, Esq, of Donlevy-Rosen & Rosen, P.A., and Neal Rubin of City National Rochdale.

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