Patrick Felix

It’s your money: how to prosper in today’s economy and beyond protecting your assets and privacy from life’s unexpected events roundtable part 2

Posted on 03/01/11 by Bill Faiferlick

Life’s sudden, unexpected events pose the greatest risk to financial security, privacy and maintaining acquired wealth. Many people will unexpectedly find themselves in precarious financial positions at some point due to a failure to anticipate events that result in financial ruin. Considering the effects of the economic downturn, how can we justify not taking the [...]

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Captive insurance companies: how business owners can benefit

Posted on 02/22/11 by Bill Faiferlick

As the government targets business owners and wealthy individuals, a tried and true opportunity to reign in over-taxation is through a captive insurance company. Today, Captives are no longer just reserved for the wealthy. Bill Faiferlick and his guest, Pat Felix a tax and estate attorney, will discuss captive insurance companies, how they work and [...]

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Buying or selling a business: advanced tax planning strategies to save you hundreds of thousands if not millions of dollars

Posted on 01/25/11 by Bill Faiferlick

Whether you intend on selling or purchasing a business or practice, this show will unveil how you can receive the highest asking price and permit the purchaser to pay with pre-tax dollars potentially saving the buyer and seller hundreds of thousands of dollars if not millions of dollars. Did you know that between the buyer [...]

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Finally some clarity about life insurance and its crucial role

Posted on 11/23/10 by Bill Faiferlick

Life insurance and asset protection are often different sides of the same coin. Life insurance can provide asset protection and asset protection sometimes requires life insurance. There is an extensive amount of misinformation about life insurance, its applications, its benefits, and its unique tax advantages. Today’s show will clear up many of the misconceptions about [...]

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It’s your money, there’s cash waiting if you know how to leverage the tax system

Posted on 11/02/10 by Bill Faiferlick

Reducing or eliminating tax liabilities – which are likely to continue to increase – are the single largest unnecessary financial obligation confronting business owners and professionals. Tax liabilities need to be considered from the perspective that they yield absolutely no financial return and strip needed capital from your company or practice. Your tax status needs [...]

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Divorce insurance: protecting your assets and privacy from life’s unexpected events

Posted on 10/26/10 by Bill Faiferlick

Divorce Insurance: Protecting Your Assets and Privacy from Life’s Unexpected Events Life’s sudden, unexpected events pose the greatest risk to financial security, privacy and maintaining acquired wealth. This show highlights the necessity of managing risk differently to ensure your accumulated wealth is adequately protected and can last a lifetime. Inherent risks include divorce, the implosion [...]

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