Category Archive for: ‘News & Events’

Some LLCs No Longer Safe Haven for Assets

Quoted in the recent DBR article, Some LLCs No Longer Safe Haven for Assets: …Ed Arista said he will continue to alert his clients to change the structure of their holding entities, by [for example] adding another person to the LLC… “But that has to be done very carefully. Once you bring in a second member you need a solid […]

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Goodwill Gathering of Attorneys and CPAs

Had fun organizing another Goodwill Gathering of Attorneys and CPAs. Well over 100 professionals mixing, mingling and hopefully establishing positive working relationships. Clients are so much better off when their attorney and CPA are on the same page! Recommend on Facebook Share on Linkedin Tweet about it Subscribe to the comments on this post

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HSBC Foreign Account Holder Data Stolen by Whistleblower

HSBC just announced that data from as many as 24,000 clients was stolen by a former employee who, according to the Wall Street Journal, defended his actions saying that he “felt a civic duty to highlight the bank’s role in alleged tax evasion through offshore accounts.” It is quite possible the this information has or will be obtained and used […]

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