Lorman Education Services Presents "A Protecting Wisconsin Physician Client Assets After Ferdon Teleconference" on September 29, 2005
(ContentDesk) September 16, 2005 -- Asset Protection Planning is the process of protecting a client's assets from future creditor claims. In our litigious society, every business owner, professional and high net worth individual is at risk. Assets can be taken by creditors, judgments and divorce. The key to successful wealth preservation is advance planning. At this seminar you will learn, from a nationally recognized speaker, several methods of wealth preservation, the advantages and risks involved, and the emerging trends in his growing field.
Special emphasis will be placed on the use of offshore asset protection trusts, including a discussion of tax consequences and related issues surrounding such planning techniques. Howard D. Rosen, Esq. is an attorney and certified public accountant practicing law in Miami, Florida, as a shareholder (partner) in the firm of Donlevy-Rosen & Rosen, P.A. Mr.
Rosen is an adjunct professor and lecturer of law at the University of Miami School of Law (1991-present), and he is an internationally recognized lecturer on the subjects of asset protection, taxation and estate planning. He is the author of a BNA Tax Management Portfolio, "Asset Protection Planning" (1994, 2002), used by lawyers, CPAs and estate planners nationwide in researching asset protection issues. Mr. Rosen is the editor/publisher of The Asset Protection News?, and has also published numerous articles in professional and academic journals such as the University of Miami Law Review, the Journal of Asset Protection, the Asset Protection Journal, Taxes Magazine, the Journal of Taxation of Investments, the University of Miami Business Law Journal, Offshore Finance USA, CCH Financial and Estate Planning, Tax Management's Estates, Gifts and Trusts Journal, BNA Tax Management Portfolios, Estate Planning, Taxation for Lawyers, Taxation for Accountants, the International Tax Report, Small Business Taxation and others. He is a member of Tax Management's advisory board on Estates, Gifts and Trusts; the Tax and International Law Sections of The Florida Bar; the Asset Protection Planning Committee of the Real Property, Probate and Trust Law Section of the ABA; and the American Association of Attorney-Certified Public Accountants.
Mr. Rosen served as a member of the board of advisors of Aspen Publishers' Asset Protection Journal (1999-2001); the board of advisors of Warren, Gorham & Lamont's Journal of Asset Protection (1995-2000); the board of governors of the Florida Institute of CPAs (1997-1999), as the president (1998-1999) and as a director (1991-2000) of its South Dade Chapter; and has received the Outstanding Discussion Leader award from the Florida Institute of CPAs. He also served as a charter member of the Planned Giving Advisory Council of the Baptist Hospital of Miami Foundation. Mr. Rosen's educational achievements include a J.D.
degree from the University of Miami (summa cum laude, #2 in his class) where he was a Reid Scholar, and a B.B.A. degree (in accounting) from the University of Miami (magna cum laude). Mr. Rosen concentrates his law practice in asset protection planning and related matters. His experience includes sophisticated estate planning, corporate and personal tax planning, foreign tax planning and other tax related matters.
His law offices are located at 2121 Ponce De Leon Boulevard, Suite 320, Coral Gables, Florida 33134; telephone: 305-447-0061; Web site: http://protectyou.com.This will benefit attorneys.To register for this event please click http://www.lorman.com/info/364452 or please call 866-352-9539 to speak with a Lorman Education customer service representative. Reference number for this event is 18189..
Tips on How to Start Your IRS Disaster Tax Relief Claim Right Now; For Victims Who Can Go Home and For Those Who Cannot
(ContentDesk) October 4, 2005 -- For Disaster Victims Who can go Home:Don't Throw Out Your Damaged Items! When you're allowed back home, you will be sorely tempted to clean up and throw out all those hopelessly damaged items. Dont.Control yourself and plan ahead. Before you dump anything by the roadside, before you fill those garbage bags, take a whole lot of photographs. You don't need a video camera; you don't need anything fancy; one of those small, cheap, throwaway cameras will do just fine. Your only purpose is to make a visual record of the conditions ? exactly as you find them.You kitchen has mud on the floor? Click.The food is rotten in your refrigerator or freezer? Click.Your furniture is water logged and is filthy dirty? Click.Your clothes are in a heap of wet rags? Click.Ok,you get the point.
Take LOTS of pictures.Take pictures of your home from the outside -- all sides.Take pictures of your garden -- what there is left of it.Take pictures of the fallen trees, the damaged...
Tips on How to Start Your IRS Disaster Tax Relief Claim Right Now; For Victims Who Can Go Home and For Those Who Cannot
Tax help > Tips on How to Start Your IRS Disaster Tax Relief Claim Right Now; For Victims Who Can Go Home and For Those Who Cannot
Get Rich Slowly
Is it hard to get rich? If you're young, not really.Its fun to play with financial calculators and see what might happen.If you have just graduated from college and are about 22 years old and if you put $100 a month in an IRA that grows at 10% a year, you will have around $865,000 at age 65. 10% a year is about what you should expect if the money was placed in a no-load S&P 500 Index Fund.So for about $23 a week or $3.30 a day you will be close to being a millionaire.If you contribute the full $4000 a year allowed right now (rising to $5000 in 2008), you would have$2,600,000. For about $11.00 a day, you would have a small fortune.If you didn't want to take a chance with the stock market (after all, it goes down sometimes), you would still have over $600,000 if you could get a 5% return.If your grandmother leaves you $10,000 in her will and you invest it for the same 43 years at 10% without adding another cent, you'd still have over $600,000 if you placed it in a tax sheltered account.Time...
Get Rich Slowly
Tax help > Get Rich Slowly
Cafeteria Plan Employee Benefit Should be Another Feather in Your Benefit Program's Cap
IRS code allows for employers to implement a pre-tax Section 125 Cafeteria Plan as an employee benefit. This plan allows for unreimbursed insurance expenses to be paid pre-tax. Examples include insurance premiums, doctors office co-pays, prescription co-pays, eye exams, eye glasses, contact lenses, laser eye surgery, orthodontics, and more...Implementing a Section 125 Cafeteria Plan will strengthen your benefits program, save your company FICA taxes, and save participating employees 17% to 40% in taxes (depending on their income tax bracket). What other benefits can you implement that strengthen your benefits package and you can do so with little or zero out-of-pocket dollars?If your employees are paying any portion of the monthly insurance premiums, then to save FICA taxes, implement the Premium Only Plan (POP) portion of a pre-tax 125 plan. A POP allows for employees to pay their portion of the group insurance premiums on a pre-tax basis and is a good start to saving taxes for you...
Cafeteria Plan Employee Benefit Should be Another Feather in Your Benefit Program's Cap
Tax help > Cafeteria Plan Employee Benefit Should be Another Feather in Your Benefit Program's Cap
Your mid-year checkup: Get savvy about lowering your taxes
Are you still owing the IRS in taxes every year?Not a great situation to be in, is it? But there is still hope for this year. You have almost six months, in some cases a little longer, to make certain you owe less tax, and possibly no tax, next year.Here's a blueprint that outlines the keys to lowering your taxes and remaining audit proof. Follow these keys and you're guaranteed to lower your taxes by hundreds, if not thousands, of dollars!Key #1: Consider a Home Office Deduction Many taxpayers have avoided the home office deduction because it has been regarded as a red flag for an audit. If you legitimately qualify for the deduction, however, there should be no problem.You are entitled to write off expenses - such as rent, utilities, insurance, and housekeeping - associated with the portion of your home where you exclusively conduct business. A middle-class taxpayer who uses a home office and pays $1,200 a month for a two-bedroom apartment could easily save $1,200 in taxes a year. ...
Your mid-year checkup: Get savvy about lowering your taxes
Tax help > Your mid-year checkup: Get savvy about lowering your taxes
Get Rich Slowly
Is it hard to get rich? If you're young, not really.Its fun to play with financial calculators and see what might happen.If you have just graduated from college and are about 22 years old and if you put $100 a month in an IRA that grows at 10% a year, you will have around $865,000 at age 65. 10% a year is about what you should expect if the money was placed in a no-load S&P 500 Index Fund.So for about $23 a week or $3.30 a day you will be close to being a millionaire.If you contribute the full $4000 a year allowed right now (rising to $5000 in 2008), you would have$2,600,000. For about $11.00 a day, you would have a small fortune.If you didn't want to take a chance with the stock market (after all, it goes down sometimes), you would still have over $600,000 if you could get a 5% return.If your grandmother leaves you $10,000 in her will and you invest it for the same 43 years at 10% without adding another cent, you'd still have over $600,000 if you placed it in a tax sheltered account.Time...
Get Rich Slowly
Tax help > Get Rich Slowly
Tax help
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