GOAL! The Financial Physician's Ultimate Survival Guide for the Professional Athlete
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Mitch Ph.D. Levin. GOAL! The Financial Physician's Ultimate Survival Guide for the Professional Athlete
Roccy DeFrancesco, J.D., CWPP, CAPP
Keys to Asset Protection Planning
Existing Laws Help Protect Your Assets
Life Insurance and Annuities
Annuities
Retirement Plans
Corporate Entities
Conclusion. Don’t ever be a sole proprietor
A few examples are the best way to illustrate the problem
Conclusion. Never be a partnership. Corporations (not Limited Liability Companies or Professional Companies)
Example:
Example:
Differences between LLCs and S- or C- Corporations:
Similarities between LLCs and S- or C-Corporations
What a creditor cannot get with a charging order
By Ray Watson. TRANSITION FROM ATHLETE TO CHIEF EXECUTIVE OFFICER (C.E.O.)
Mitch Levin, MD, CWPP, CAPP
Kellie E. Tomeo, Esq
By Nick Warrilow
By Tobby Silver, AIF® LUTCF
By Bryan Campo
Mitch Levin, MD, CWPP CAPP
By Mitch Levin, MD, CWPP, CAPP
Frederick Foston (Wealth Advisor & Physician) MD Sloan(Distinction)London. MPH, FAAP, AIFA®, CWPP®, CAPP®
LEGACY FORMATION, IMPLEMENTATION, PROTECTION AND PROPAGATION
By Scott Thomas
Clarity for Charitable or Social Capital
AM I OK?
Best-Selling Author, Speaker, & Trusted Expert
Raymond Watson
In 1996, Ray became part owner in a golf course construction and land development company. They constructed golf courses throughout the Eastern United States and performed site development work for commercial sites and residential sub-divisions throughout Central Florida. Ray left the company in 2006 as a result of the housing downturn. Ray then joined Vistage Florida, formally know as The Executive Committee (TEC) as a chair in 2007 and work with CEO's in the Central Florida area. Kellie Tomeo, JD
Roccy DeFrancesco, JD, CWPP, CAPP. Roccy DeFrancesco is the founder of the Asset Protection Society and The Wealth Preservation Institute. The WPI is the oldest established “wealth preservation” and "asset protection" educational institute in the country. He is author or The Doctor’s Wealth Preservation Guide The Home Equity Acceleration Plan and Editor of the Wealth Preservation Planning: A “A” Team Approach, by the National Society of Accountants. He has also authored a number of advanced asset protection and wealth preservation articles in numerous legal, accounting, financial planning, banking, and other professional journals. Tobby L. Silver, AIF® LUTCF
Bryan Campo
Frederick B Foston, MD MPH, FAAP, AIFA, CWPP, CAPP
Scott Thomas
Nick Warrilow
Отрывок из книги
By Mitch Levin, MD, CWPP, CAPP
Sitting in Southern California on a beautiful spring day with several financial advisors who are "old jocks" at heart. We're talking about how sad it was that the journeyman athlete suffers financially. Unlike most careers, the professional athlete earns his or her highest income in the earliest years of your life, and this money usually has to last the rest of your lives. But even though this is directed toward the journeyman athlete, there are famous numerous numbers of athletes who are earning substantial amounts of money and still wind up in financial trouble. There have been books written for celebrities; there have been books written for executives; there have been books written for surgeons, but to our knowledge, there has not been a book written specifically toward the professional athlete. Now I know that the Tiger Woods of the world and the Michael Jordans of the world aren't going to read this book. They're not going to need this book. They have so much money and probably have such great advisors that they'll never be poor. Unfortunately, for the rest of us, that's typically not the case.
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Typical Asset Protection Solutions (that do not always work)
Co-ownership comes in many forms, and most clients, and some attorneys and CPAs, believe that through co-ownership a client can adequately protect his/her assets.
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