Search Results

Financial Planner | August 2017

Is “Offshore” Asset Protection Right for You?

What to do—and not to do—in international planning.

David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM

Financial Planner | December 2015

Are These Three Weaknesses Lurking In Your LLC Or FLP?

LLCs and FLPs are only as strong or weak as their operating documents and ongoing compliance management.

David B. Mandell, JD, MBA, and Jason M. O'Dell, MS, CWM

Financial Planner | July 2015

Common Financial Planning Mistakes

Are you making one (or both)?

David B. Mandell, MBA and Jason M. O'Dell, MS, CWM

Financial Planner | June 2015

The Financial Contract Every Practice Must Have... And Very Few Do

David B. Mandell, MBA and Jason M. O'Dell, MS, CWM

Tax Planning | September 2014

The Most Important Element of Your Financial Plan, Part II

Why flexibility is crucial to meeting long-term goals.

David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM

Tax Planning | April 2014

How To Protect Against Losing Assets In A Divorce

Tips for minimizing potential financial pain from a marital split.

David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM

Financial Planning | February 2014

Asset Protection: A Matter Of Degree

How to protect your personal and professional assets.

David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM

Tax Planning | November 2013

The Best Asset Protection Implementation is Not Asset Protection... Is Yours?

A review of plans that will offer protection if needed and help build wealth along the way.

David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM