Subscribe via RSS Feed Connect on LinkedIn View videos on YouTube

Tag: CPAs

October 15th seminar on drafting asset protection trusts

October 7, 2013 0 Comments
October 15th seminar on drafting asset protection trusts

Announcing that attorney Howard Rosen will be the featured speaker at the following event: THE NEW TAX LAWYER COMMITTEE OF THE TAX SECTION OF THE FLORIDA BAR & THE FLORIDA ASSOCIATION OF ATTORNEY-CPAS Cordially invites you to a CLE (1 credit) lunch (Kosher) at 12:00 NOON on: October 15, 2013 Topic: Drafting the Asset Protection […]

Continue Reading »

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

October 2, 2013 0 Comments
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 […]

Continue Reading »

Estate Freeze Presentation at Sailfish Chapter of FICPA

January 3, 2013 0 Comments
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.

Continue Reading »

Asset Protection – Going Offshore May Yield the Best Results

May 17, 2005 0 Comments
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.

Continue Reading »