Скачать или смотреть Best Practices in Corporate and Personal Asset Protection Planning

Owners of medical practices and businesses, as well as high net worth individuals, face significant liability risk -- not only from product liability or malpractice that may arise from their business or profession, but also as employers, real estate owners and parents.

This presentation will explain common liability traps, dispel common myths about asset protection and identify the "Best Practices" in the following areas:

Using the proper entities for a business or professional practice
Shielding real estate, equipment, intellectual property and other business assets from lawsuits
Safeguarding your personal and business cash flow
Protecting personal assets, including qualified plans, IRAs, liquid investments and the home

ABOUT THE PRESENTER:
David B. Mandell, JD, MBA is a principal of OJM Group. David is an author, former attorney, and renowned authority in the fields of risk management, asset protection and financial planning.

As a writer, David co-authored several books for John Wiley & Sons, Inc., the oldest book publisher in the U.S. and the leading business book publisher in the world. Titles include Wealth Protection: Build & Preserve Your Financial Fortress and Wealth Secrets of the Affluent: The Keys to Fortune Building and Asset Protection. David has also written ten books for physicians, including For Doctors Only: A Guide to Working Less & Building More, and state-specific versions of the book in California, Ohio, Georgia and New York. David also penned Risk Management for the Practicing Physician, a Category 1 CME-certified monograph with five editions since 1998.

In addition to his books, his articles have appeared in over 30 leading national publications, including The American Medical News, Physicians Money Digest and over 20 regional or specialty medical publications, as well a number of general business periodicals. David has addressed numerous local and national organizations, from national medical associations to entrepreneurial organizations and meetings of attorneys, CPAs and financial professionals.

David holds a bachelor's degree from Harvard University (Cum Laude). He earned his law degree from the University of California Los Angeles' School of Law, where he was awarded the American Jurisprudence Award for achievement in legal ethics. While at UCLA, David also earned a Master's Degree in Business Administration from the Anderson Graduate School of Management.