Achieving Results, Exceeding Expectations

Want to Put Money in an Offshore Account? Here’s What You Need to Know

Jeff Moss was featured in a U.S. News & World Report article discussing offshore accounts. Read what he has to say below! By Maryalene LaPonsie Stashing money in a Swiss bank account sounds like something… Read More >

No More Swiping: Credit Cards 2.0

If you’ve traveled to Europe, you may be aware that European credit and debit cards are more technologically advanced than many American credit cards, even cards issued from the very same financial institution. In fact,… Read More >

US Treasury Announces Delay in Key FATCA Component

In 2010, Congress passed the Foreign Account Tax Compliance Act (FATCA), but it did not become effective until July of 2014. Now, a key component of FATCA is being delayed, according to the U.S. Treasury… Read More >

Commercial Landlord’s Headache: When Your Tenant Files Bankruptcy

Several large companies and small local concerns have filed bankruptcy. How does this affect their commercial leases, including their current and future rental payments? Before we give some general advice, we must provide this specific… Read More >

Banking Funds Garnishment Ruling

Good news for our banking clients: We recently secured a favorable opinion when the Court of Appeals found that the placing of funds in a bank account as a trustee is not sufficient to establish… Read More >