Asset protection/insurance

Sleep Soundly with Data Security

02/24/2012 - 12:13 - 1694 reads

Can you sleep soundly at night knowing your firm is safe from data security breaches? Security is a vitally important area that often is overlooked or taken for granted by accounting and law firms because it's not looked at as strategic, but rather one of those things that should and must be done "just in case."

Helping Clients Protect What They Have

02/12/2012 - 14:50 - 2057 reads

Robert Keebler CPA, MST, AEP, works with clients with a net worth of $5 million to more than $100 million. Many have complex financial situations, and all want to protect what they have. While his firm doesn't offer any asset protection products, they do help guide clients along in the process of getting protected.

KPMG Repair Regulations Survey - Tax Execs Unsure of Business Impact

01/30/2012 - 13:22 - 1473 reads

Tax executives are unsure what impact the IRS’s recently released “Repair Regulations” might have on their businesses, but they expect the new rules to be more difficult to administer or comply with in practice, according to results of a survey conducted by KPMG LLP, the audit, tax, and advisory firm.

Opportunities Created by 2011-2012 Federal Estate Tax Patch

07/22/2011 - 15:12 - 454 reads

The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (The Tax Relief Act, or TRA) introduced a number of changes in the area of federal gift, estate, and generation-skipping transfer taxes among other items. These changes can have a significant impact on certain high-net-worth families. At the same time, they provide a great opportunity for advisors to discuss with clients their estate plans and help close the gaps where needed.

When Bad Situations Happen, Accountants To The Rescue!

06/08/2011 - 12:01 - 1035 reads

The recent news of the Schwarzenegger-Shriver split is an epic example of the bad things that can happen in people’s lives. The public will never know the resolution of this dreadful situation involving high-profile clients and powerful adversarial attorneys.

BNA Webinar highlights new estate tax planning opportunities

03/21/2011 - 14:20 - 662 reads

With the passage of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, many practitioners are now scrambling to determine how to best position their clients' estate planning structures and forms to take advantage of the new dynamic estate tax planning opportunities and challenges.

Sleep Soundly with Data Security

Helping Clients Protect What They Have

KPMG Repair Regulations Survey - Tax Execs Unsure of Business Impact

Opportunities Created by 2011-2012 Federal Estate Tax Patch

When Bad Situations Happen, Accountants To The Rescue!

BNA Webinar highlights new estate tax planning opportunities

Liability insurance: Covering business interruptions when they happen

Liechtenstein agrees to share information with IRS

Year-end tax planning for your business owner clients

Protect client assets in an Alaska trust