About the Asset Protection Planning and Wealth Preservation Group
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Expats Face Steep Exit Tax Courtesy of Facebook - Forbes forbes.com
Eduardo Saverin, co-founder of Facebook (Image credit: via @daylife)...
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Will Adult Children Have to Pay Mom's Nursing Home Costs? - Forbes forbes.com
A Pennsylvania state appeals court has ruled that the adult son of a...
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Wandering Tax Pro On The Tax Aspects Of Divorce - Forbes forbes.com
VideoWe had about the softest winter I have ever experienced in New...
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IRS Veteran On Innocent Spouse Cases - Forbes forbes.com
My most recent divorce post has been bringing my guest posters out in...
Most Popular Discussions
Mourad
LeVine
Schumer and Casey Introduce Bill to Punish Facebook Founder for Expatriating
In an inspired bit of political theater, presumably with no chance of passage, Senators Charles Schumer and Robert Casey introduce ...
Thom
US Regulations are so Cumbersome, People are Willing to Give Up Citizenship to Avoid Them
Here is another example of a successful person looking to escape the tyranny of US regulation. Last week, Michelle Bachmann, former ...
Eduardo Saverin, the billionaire co- founder of Facebook Inc., renounced his U.S. citizenship before an initial public offering that values the social network at as much as $96 billion, a move that may reduce his tax bill.
Dennis
Tax Problem Attorney Blog taxproblemattorneyblog.com
A physician in Kentucky was arrested and charged last month with four counts of tax fraud pursuant to Internal Revenue Code Section 7201, and two counts of failure to file tax returns in violation of IRC section 7203. According...
Robert
Bankruptcy in Cathedral City, CA: Time your filing right! palmspringsestateplanningandbankruptcyattorney.com
Filing a bankruptcy case is generally something individuals put off and try to avoid. The problem is that by delaying a filing, more issues can result. A few examples of what can occur if you procrastinate filing your case...
Jay
Doherty: Attorney Disbarred As A Result Of Misconduct While Simultaneously Doing Estate Planning And Selling Annuities To Same Client --...
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Link to Opinion at http://www.assetprotectionbook.com/casedocs/doherty/FlaBar_Doherty_DisbarrmenOrder.pdfCoincidentally, ...
Florida Bar -v- Doherty assetprotectionbook.com
http://www.assetprotectionbook.com/casedocs/doherty/FlaBar_Doherty_DisbarrmenOrder.pdf
James
Rod
Decedent Passes Economic Interest in Partnership Interest
There are a couple of recent cases where heirs thought they received the voting rights of the decedent, but only the economic rights ...
Paul
Financial matters are top cause of couples’ arguments, survey shows journalofaccountancy.com
Couples argue more about financial matters than any other topic, according to a Harris Interactive survey conducted for the AICPA. Twenty-seven percent of respondents in a national survey who are married or living with a...
Peter
Estate of Lois L. Lockett, et al. v. Commissioner, TC Memo 2012-123 One of the most fundamental principles of partnerships is that to have a partnership, you need partners. That is plural. So if someobody is getting 100% of everything, there may be a problem. That is what the Lockett [...]
Jay
Aly: Fraudulent Transfer Leads To Civil Conspiracy Claim And Punitive Damages Award In California
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Article at http://goo.gl/rSZov
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Aly v. Yousri, 2012 WL 1493533 (Cal.App. 2 Dist., Unpublished, April 30, 2012). Full Opinion at http://goo.gl/xQPeD Sometimes you might hear somebody speak of fraudulent transfers in these terms: "So what if you make a...
Dennis
Tax Problem Attorney Blog taxproblemattorneyblog.com
The criminal tax conviction of a New Jersey couple (the DeMuros) for failure to pay payroll taxes to the IRS was affirmed by the Third Circuit Court of Appeals, United States v. DeMuro (3d Cir. 2012). The willful failure to......
Hale
Working With Elderly/Older Clients Who Might Be Mentally Compromised
As the population gets older, advisers will work with more and more people who may be somewhat compromised by conditions such as ...
While older Americans are typically in need of legal and financial advice, they are also more likely to suffer from some type of dementia. This problem is compounded by the fact that people typically wait until later in their...
Janet
Obama’s minimum tax for millionaires would fit right in with the current U.S. tax code, where gimmicky, politically driven and unnecessarily complicated provisions abound.
Rod
Special Power of Appointment Trusts
There are many estate and asset protection practitioners advertising special power of appointment trusts(SPA) as a method for spouse 1 ...
Ike
More CPA's facing malpractrice lawsuits - yet almost none of them have any protection beyond E&O and their corporations, often closely ...
When clients attack accountingtoday.com
When clients attack: What to do when your firm is hit with a malpractice claim
Jay
Evseroff -- Alter Ego Applied To A Trust Again And Court Dismisses Estate Planning Justification Where Avoiding Creditors Was A...
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Gideon Rothschild advised me of this case at the ABA-RPTE meeting in NYC on Friday.
In the next couple of weeks, ...
U.S. v. Evseroff assetprotectionbook.com
http://www.assetprotectionbook.com/casedocs/evseroff/evseroff_30apr12.pdf
