by Jarom Bergeson | May 7, 2019 | Asset Protection, Law, Real Estate, Small Business
Trust is the key ingredient in making any decision to invest, and I am not in a position to tell anyone who they should trust or what to look for in a good investment. I am, however, in a position to share some red flags that have been published by the Securities and...
by Lee Chen | Oct 26, 2018 | Asset Protection, Business planning, Law, Litigation
In an ideal world, this article would not need to be written. However, any investor is bound to experience a situation where they will lose money on a deal. We all know that, for the most part, investing in the stock market involves the risk that investments will drop...
by Jarom Bergeson | Oct 31, 2017 | Business planning, IRS, Tax Planning
An article on IRS audits…just what you needed to read before going to bed tonight, and I’m not kidding. Now, don’t be embarrassed if you haven’t heard of the Centralized Partnership Audit Regime (“CPAR”). If you think it sounds like something out of a George Orwell...
by Kevin Kennedy | Jul 25, 2017 | Estate Planning, Law, Litigation
As I work with small business owners and investors throughout the year, I want them to see the big picture when it comes to Estate Planning. Many misunderstand what the Estate Plan is all about and think it’s simply an ‘asset protection’...
by Jarom Bergeson | Jul 11, 2017 | Business planning, Corporations, Law, Litigation
On May 31st, 2017, at 12:06 a.m. Eastern Time, President Donald Trump unleashed the following tweet: “Despite the constant negative press covfefe.” No one has been able to definitively crack the code (if there is one) as to what “covfefe” actually means. The President...
