May 10, 2016 |
Obama Administration Eyes Foreign Tax Evasion
The Obama administration recently revealed several areas of focus and efforts to limit loopholes that foreign individuals use to hide assets within the U.S. In ...
Learn MoreObama Administration Eyes Foreign Tax Evasion
The Obama administration recently revealed several areas of focus and efforts to limit loopholes that foreign individuals use to hide assets within the U.S. In his remarks, Obama shared that the Panama Papers helped to indicate steps forward the government is taking to have clearer responses to these kinds of issues, and the president is also asking Congress to formalize better legislation on the topic as well.
The Treasury Department is already taking two big steps related to this. First, they finalized what’s being referred to as the “customer due diligence rule”, mandating that financial institutions do their research to determine where a company is truly located and where the profits from the company are headed. The second step requires that some foreign-owned companies obtain a tax identification number from the IRS. 
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May 9, 2016 | Elder Law
What Are the Advantages of Working with an Elder Law and Special Needs Attorney?
When you work with an elder law attorney, you get the benefit of knowing that this individual is well aware of the laws impacting you ...
Learn MoreMay 6, 2016 |
Three Estate Planning Documents That Unmarried Couples Need
It is a mistake to believe that as an unmarried couple that you don’t have legal rights and protections that can be afforded to you ...
Learn MoreMay 5, 2016 |
Should My Spouse Transfer All Of His Or Her Assets To Me To Qualify For Medicaid?
It is a bad idea to have a spouse make a major transfer of assets if he or she is going into a nursing home ...
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May 4, 2016 | Estate planning
What Are the Four Most Common Mistakes that Celebrities Make?
Each time a celebrity passes away, we typically get the opportunity to learn from his or her mistakes. Read on to learn more about the ...
Learn MoreMay 3, 2016 |
If I Fail To Take Action With Asset Protection Planning, Are All Of My Assets Exposed To Creditor Risks?
Although there are many assets exposed to creditors if you do not engage in the process of asset protection planning. Federal laws do protect particular ...
Learn MoreMay 2, 2016 |
How Can a Cross-Purchase Agreement Benefit Your Business Succession Plan?
There are many different methods for supporting your business succession plan, or the plan in which you discuss how the ownership of the business will ...
Learn MoreApril 29, 2016 |
Is a Trust a One-Size-Fits-All Document?
In meeting with an estate planning attorney, one of the options that may be recommended to you that of a trust. A trust can be ...
Learn MoreApril 28, 2016 |
Who Needs to Be Involved in the Business Succession Planning Process?
Aside from you and any key stakeholders with your company, you may also need to engage with a financial advisor, a business succession expert and ...
Learn MoreApril 27, 2016 |
How Liability Insurance Can Help with Your Asset Protection Planning
The first line of defense to protect of your assets from future claims is to consider insurance. This is because insurance on its own can ...
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