The Safe Money
The Safe Money
Doctors, Dentists Face Increased Risk as Investment Fraud Targets
Ike Devji, J.D. The amount of fraud targeting doctors is increasing daily as they, like everyone else, are feeling the pinch of current economic conditions, decreasing compensation and stalled or negative investment momentum. T...
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TAX TIME SCAMS THAT TARGET DOCTORS AND DENTISTS
Ike Z, Devji, J.D. I’m a firm believer that Asset Protection is a holistic science that requires coordination of legal, financial, insurance and tax planning. As such I encourage my clients to take aggressive action to minimize...
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Who's Checking The Fine Print at Your Practice?
The business side of medical practice is more demanding than ever before, in fact it practically takes an expert MBA to keep up with many of the issues as they rapidly change and evolve. We found one, Chris Amato , CEO of Trito...
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What Doctors Must Know about Increasing Collections for Services Provided to Injury Patients – A lawyer’s view.
“It’s not just what you MAKE, It’s Also what you KEEP”, is a phrase you’ve doubtless heard from me before. Given current economic changes and compensation challenges Profit Retention measures are a more important part of your...
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Why Top CPA Help is a More Important Part of a Medical Practice Team than Ever Before
ASSET PROTECTION UPDATE: Why Top CPA Help is a More Important Part of a Medical Practice (and Every Other Business) Team than Ever Before By Ike Devji I’ve always taught that Asset Protection goes beyond just legal planning and...
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Two Types of Liability Insurance Your Practice Needs (and likely lacks)
Ike Devji, J.D. To address two common exposures that are often overlooked and important in protecting your business against a potential lawsuit; employment practices liability and cyber liability, I turned to insurance expert ...
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FDIC Warns of Fraud Emails to Bank Account Holders
Ike Devji, J.D. E-mails fraudulently claiming to be from the FDIC are attempting to get recipients to click on a link, which may ask them to provide sensitive personal information. These e-mails falsely indicate that FDIC depos...
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How Do Buy-Sell Agreements fit into your Asset Protection Plan?
We find that many of our clients who have these agreements in place either don’t have adequate coverage or in the worst cases, the coverage required has never been implemented. This leads to expense, delay and in many cases lit...
Newswire
A War on Doctors? – Physicians Practice
A War on Doctors? By Marcos E. Hasbun | January 7, 2011 Posted by Ike Devji, J.D. With prescription drug abuse fast becoming one of the foremost fronts in America’s war on drugs, physicians now find themselves in the cros...
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LONG TERM CARE INSURANCE — Can You Afford NOT having it?
Ten Vital Points to consider about your LONG TERM CARE INSURANCE As an Asset Protection attorney ANY avoidable source of loss, risk or exposure to my clients is unacceptable. One often overlooked area is the possibility that yo...
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DISPUTES AMONG PARTNERS CAN BE FATAL TO THE PRACTICE
As you likely know, I have always felt that basic rules of self defense apply almost perfectly to good legal and financial planning. The best way to avoid losing a lawsuit, for instance, is to never be in one in the first place...
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THE DANGER WITHIN
Are you properly protected from employee liability? For those of you who are business owners and have employees or have clients who do, this is very important, especially if you may have to consider lay-offs or downsize as a re...
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AFFINITY FRAUD
As markets continue to fluctuate and rattle investor confidence a new series of alternative investment fraud schemes are emerging and being exposed faster than I can email you all the details.
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Internet & ID Theft Scams Spiraling out of Control — ASSET PROTECTION UPDATE
The links below contains some good information about how ID thieves and criminal gangs are capitalizing on current economic conditions and confusion among consumers. As you know, we have always advised our friends and clients t...
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Survival Plan for 2009 (Asset Protection)
As 2008 draws to a close we look back at the lessons learned and forward to new opportunities. Below are some critical points we have seen illustrated many times by those we work with, some of the most successful and intelligen...
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The Asset Protection Basics Every Business Needs
PLANNING ESSENTIALS CHECKLIST The following is a basic “must have” checklist (in no order) that most of our business owner and physician clients find to be indispensable.
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Understanding Liability Insurance and Its Limits – Asset Protection Update
ISSUE: WHAT ABOUT LIABILITY INSURANCE? WHY CAN’T WE SIMPLY INSURE OUR WAY TO SAFETY? This is a reasonable and common question we get from clients and advisors alike. In the most egregious cases of arm-chair quarterback mi...
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Asset Protection 101
Advisor Today Magazine Asset Protection 101 Reprint of article originally published in February 2008 By Ike Devji Your affluent clients depend on you to be a source of information on a wide variety of complex topics. They assum...
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