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C.A.L.M. Comprehensive Asset & Liability Management
C.A.L.M. Comprehensive Asset & Liability Management For Physicians, Other Professionals… Read On
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Find out if you need Asset Protection Planning
Self Examination Asset Protection Exam(s) We are happy to have put together a short and simple asset… Read On
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Ask a Question
Submit a Question to the APS™ We know that many people who surf this web-site have either… Read On
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Public Education on Asset Protection
Public Education on Asset Protection (AP) One of the core duties and goals of the APS™ is… Read On
IRS Offers New 2012 Amnesty for Foreign Accounts
US tax authorities have initiated a new voluntary disclosure program for US taxpayers with foreign accounts on January 9, 2012. The IRS also noted some interesting statistics regarding its … [Read More...]

Why You Must Complete Family Dynasty Planning Now
On November 10, 2011, the IRS issued final regulations which permit it to “list” common planning transactions designed to reduce or eliminate the Generation Skipping Tax (“GST”). … [Read More...]

IRS Releases Guidance on Foreign Financial Asset Reporting
Today, December 15, 2011, the U.S. Treasury just released their “Guidance on Foreign Financial Asset Reporting” for years beginning with 2011 and subsequent. Yes, that’s right; years … [Read More...]

More tax changes for end of year stock sales
Over the years, I have probably prepared thousands of tax returns, from the straightforward to the very complex. Tax returns that are a few pages in length to those exceeding 300 pages. … [Read More...]

FLEX TRUST
For most of us, our homes are much more than merely a collection of building materials held together by nails and two by fours. Instead our homes are our sanctuary for the craziness of the … [Read More...]

Recommended Reading
The APS™ will have thousands of advisors and the general public who come to this web-site for education on asset protection. We believe our web-site does a good job of explaining the … [Read More...]

Alternate Dispute Resolution (ADR)
While the goal of the APS™ is to make sure a client can through education and the use of a “Rated” advisor become asset protected, the best asset protection plan in the world cannot … [Read More...]

Self-Exam: Determine if you need AP Plan
Self Examination - Asset Protection Exam(s) We are happy to have put together a short and simple asset protection exam that you can take can take to determine if your assets are … [Read More...]

Public Education on Asset Protection
Public Education on Asset Protection (AP) One of the core duties and goals of the APS™ is to educate the public on asset protection planning. We have put together terrific … [Read More...]

Ask a Question
Submit a Question to the APS™ We know that many people who surf this web-site have either no or very little knowledge when it comes to asset protection planning. We … [Read More...]




