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1) Everything You Need to Know About ESOPs
Author:
Jacob Stein
Category:
Legal
ESOPs (employee stock ownership plans) have been around for over 30 years, with S corporation ESOPs since 1998. Many of us have heard of them, yawned, and changed the channel. So, in a couple of paragraphs, here is everything you need to know to sound intelligent at parties populated by tax geeks.According to the National Center for Employee Ownership, ESOPs hold almost $1 trillion of assets and cover one out of every twelve employees in the U.S. S corporation ESOP account for approxi...
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2) A Primer on Swiss Annuities
Author:
Jacob Stein
Category:
Legal
The universe of offshore tax planning and asset protection is large and complex. There are no "magic bullet" structures; instead there is a myriad of choices. The hallmark of a savvy practitioner is not only knowing of all the available options, but also knowing when to use which option for a particular client. Swiss annuities should be considered by all practitioners looking to confer significant tax and asset protection benefits on their clients.For tax purposes, variable Swiss annu...
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3) Avoiding Common IRA Mistakes
Author:
Michael Potter, J.D.
Category:
Finance
IRA Account owners often feel in over their heads. It often seems that the rules as to how much can be saved each year, when and how distributions are made, and who can be a beneficiary are complex and intimidating. This article will help you identify and avoid common mistakes. Stretching the Wrong Way
Let's say that you have been contributing to your IRA for years now. And let's assume it's been consistently earning an average of somewhere be...
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4) A Guide to Asset Protection
Author:
Shawn Burgy
Category:
Finance
Asset Protection Guide:
The strange and sometimes puzzling evolutions in the business world ask for more and more secure methods of protecting the client's assets. In spite of all popular articles claiming the right to be taken into consideration, asset protection strategies depend on individual perceptions. Each person involved in a business is supposed to choose his own means to protect his assets. His decision is crucial but it can be changed by several factors. First element which enter...
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5) Five Warning Signs Your Business Needs A Tune-Up
Author:
Michael Potter, J.D.
Category:
Business
No business owner intends to fail. But after the initial glow of self-employment fades away, many owners unknowingly limit their future opportunities and burden their own credit by doing business and thinking small. Incredibly, many business owners overlook the opportunity to build financial credibility and open doors for expansion by failing to look at specific signs that their business needs a tune-up.#1: BUILDING YOUR BUSINESS WITH PERSONAL DOLLARSStarting a new bu...
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6) Asset Protection Strategies
Author:
Cora May
Category:
Insurance
The key component to an effective asset protection strategy lies in timely and careful planning. There are varieties of possible strategies, but everyone's circumstances are different. What works for one person may not be an affective protection technique for others.The most common form of asset protection strategy is insurance: ensuring comprehensive coverage to an appropriate level is an easy and quick means of providing basic asset protection. Always be careful to read the policies...
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