Protecting Intellectual Property

What do I mean by Intellectual Property? topics covered in video Offshore is ALMOST always best Typical Structure Getting your IP Offshore and Taxation 367 482 CFC’s – non-CFC’s and Insurance Companies FDAP/ECI Treaties When do I mean by intellectual property? That is debated, I am talking about things like software or something special that […]

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8 Biggest 401k mistakes and how to avoid them

401k Mistakes – Video Transcript We’re going to talk to you today about the 401(k) and the eight biggest mistakes that you’ll bump into with respect to that 401(k). We want to identify those for you because when the mistakes are made, oftentimes they are irrevocably done so and it can’t be fixed and other […]

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8 Biggest 401k Mistakes Part II

Video Transcript You’re watching is Module II of the eight biggest 401(k) mistakes. Similar to Module I, how we’re going to do this is with a PowerPoint presentation and my voiceover on that presentation. So, we’re going to get started here with mistakes number five. Thanks for coming and I look forward to sharing this […]

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Co Ownership Planning (JTWROS)

(Excerpt from Chapter 7 of Asset Protection In Financially Unsafe Times by Ryan Fowler & Dr. Goldstein) What is Co-Ownership Planning and JTWROS? Co-ownership planning is defined as the concurrent ownership of property by two and wife. When we refer to co-ownerships, we do not usually mean the ownership of business entities by multiple individuals […]

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Equity Stripping: the good, the bad and the ugly

  Although equity stripping can be an effective (and sometimes the only) means to protect assets, it requires much skill to implement properly. Poorly designed programs are often either vulnerable to fraudulent transfer rulings, or are costly from a tax and/or economic perspective. In addition to exploring the benefits of equity stripping, this chapter seeks […]

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Life Insurance 102

Life Insurance 102 – video transcript Last time, we discussed the historical aspects of insurance when life insurance first came about, the various products and most importantly, the three fundamental questions you need to ask yourself about any life insurance purchase: What do I need or do I need it? How much of that life […]

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