Blog - Ask the Experts

  If you haven't done any asset protection planning, your wealth is vulnerable to potential future creditors and, should the worst happen, you could lose everything.Lawsuits, taxes, accidents, and other financial risks are facts of everyday life. And though you'd like to believe that you're safe, misfortune can befall even the most careful person. What can you do? First, identify your potential loss exposure, then implement strategies that are designed to help reduce that e

Defined Benefit and Cash Balance Retirement Plans allow high income self-employed doctors and owners of small medical practices to make the largest IRS approved tax-deductible contributions each year, often $150,000 or more.