For CPAs

CPAs are uniquely positioned to advise theirs clients on financial planning. The annual preparation of tax returns and financial statements often fosters conversations on the client’s financial well-being and stability.

We recommend that CPAs discuss asset protection with their clients, and when applicable, refer the client to a qualified asset protection attorney.  We would welcome the opportunity to be of service to you and your clients in this regard.

Offshore asset protection planning is a niche legal practice requiring extensive knowledge in the applicable areas of state, federal, and international law.  Many legal practitioners do not have necessary experience in drafting foreign trust agreements (as well as the knowledge of related tax implications and various offshore jurisdictions).  As such, most estate planning attorneys lack the requisite knowledge to implement offshore asset protection planning.

Benefits of referring your client to Donlevy-Rosen & Rosen, P.A. include:

• Earn fees on additional reporting. Most offshore structures require the preparation of additional returns and foreign account reporting – for which you can earn additional fees from your client.
• Confidence in our planning. We will respect you as the client’s tax preparer and accountant.  Our qualifications and years of experience in the field of offshore asset protection planning will support and enhance the value of your services, not replace them.
• Keep your client’s business. The risk with referring a client to another attorney is that you lose that client’s tax business.
• Reduce malpractice liability. The implementation of asset protection planning should only be done by an experienced and qualified attorney. CPAs who give legal advice or implement structures for their clients are subject to malpractice claims, and additional civil or criminal liability for the unlicensed practice of law.

We invite you to contact us so we can discuss a mutually beneficial relationship.