This book provides and overview of how to systematically achieve and then protect your financial goals. Written concisely, it explains why income based investing is a superior strategy, provides an overview of basic deferred compensation structures and shows the reader a no-hyperbole basic asset protection strategy. You can purchase it here.
This is written to be the reader's first book on captive insurance. It avoids legalese and industry jargon, instead using straight-forward language to quickly and efficiently explain how captives started and how a business can use a captive insurer to supplement its existing risk management program. You can purchase it here.
This is the first book on captive insurance which informs the reader whether or not he should form a captive insurance company, how to run it along with an explanation of the tax issues associated with running a property and casualty insurance company. In addition, the reader is taken through an entire case law history of captive insurance to better enable him to understand the issues related to forming a captive insurance company. New with this edition is a lengthy section by Beckett G. Cantley addressing special IRS considerations about which the captive owner and/or practitioner should be aware. These include the applicability of certain judicial and statutory anti-avoidance doctrines applied by the IRS and courts to disallow certain tax benefits associated with captive transactions that exploit the Internal Revenue Code in a manner not intended or contemplated by Congress. You can buy it here.
As an entrepreneur/business owner/high net worth individual, you’re probably looking for the following traits in a lawyer:
F. Hale Stewart, JD, LL.M, is a fifth generation attorney with ten years of experience. He has a Masters in domestic and international taxation (Thomas Jefferson, magna cum laude). He focuses his practice on transitional tax and legal planning.
He is also a financial adviser with Thompson Creek Wealth Advisers whose weekly commentary on domestic and international markets is widely read. This broad base of knowledge including law, tax, finance and economics informs all his advice and explains his professional credo: “The Law Office of Hale Stewart is where finance, economics and law meet.”
You can reach us at 832.330.4101.