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Discussing asset protection with your clients: a guide for attorneys, CPAs, and financial planners

Discussing asset protection with your clients: a guide for attorneys, CPAs, and financial planners

According to the Wall Street Journal (July 15 – 16, 2006), asset protection planning has become “mainstream” planning.  And just as planning professionals are obligated to advise clients on estate planning and financial planning matters, many feel that the same professionals are now ethically obligated to advise clients on asset protection matters. To determine if […]

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Estate Freeze Presentation at Sailfish Chapter of FICPA

Estate Freeze Presentation at Sailfish Chapter of FICPA

Howard Rosen will be presenting “Estate Freeze Planning Using Offshore Trusts” to the Sailfish Chapter of the FICPA.

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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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