Doug
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Activity overview
Latest activity by Doug-
Doug created an article,
Our CPA Didn’t File a Partnership Return — Now What?
When a husband and wife own a Limited Partnership together, it is surprisingly common for the tax reporting to drift off course. The LP is properly formed, both spouses are listed as owners, and th...
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Doug created an article,
Navigating 1031 Exchanges, LP Transfers, and Step-Up in Basis: How to Preserve Both Benefits
When it comes to real estate investing, few strategies are as powerful as combining a §1031 exchange with careful estate planning. The 1031 exchange allows investors to defer capital gains and depr...
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Doug created an article,
Tax Treatment and Compliance of the Bridge Trust® System
OverviewThe Lodmell & Lodmell asset-protection structure is designed to integrate maximum protection with complete tax transparency and simplicity. Each component—the Bridge Trust®, Asset Managemen...
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Doug created an article,
How to Manage a Divorce: Understanding the Misalignment of Interests
Divorce is one of the most difficult and expensive processes most people will ever face. While the law provides a framework, the actual path a divorce takes is heavily influenced by the professiona...
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Doug created an article,
Real Estate Professional Status: How One Spouse Can Unlock Depreciation for Both
When it comes to real estate investing, one of the most powerful tax strategies available is leveraging real estate professional (REP) status under the Internal Revenue Code. REP status allows taxp...
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Doug created an article,
Why Foreign Asset Protection Trusts Remain the Gold Standard in Asset Protection.
Recent commentary has been published asserting that “29 failed Foreign Asset Protection Trust (FAPT) cases” prove Domestic Asset Protection Trusts (DAPTs) — are superior. While the list seems impre...
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Doug created an article,
Selling your Business to your children. What structure is best?
When selling a business their children, my clients often as me if they should sell the existing company, or of its better to just let their children set up a new entity. Both options have some pro...
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Doug created an article,
Foreign Investors and U.S. Limited Partnerships: Tax and Regulatory Considerations
As globalization accelerates cross-border capital flows, foreign investors increasingly seek access to U.S. markets through investment vehicles such as Limited Partnerships (LPs). Many of our clien...
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Doug created an article,
Arizona - The Hidden Gem of Asset Protection
When designing the domestic portion of an asset protection structure that maximizes both control and security, few strategies rival the combination of an Asset Management Limited Partnership (AMLP)...
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Doug created an article,
Arizona AMLP + WY LLC + Bridge Trust = Ideal Asset Protection
I have often been asked why I use an Arizona LP vs. Nevada or WY. This is an important question and critical to understanding how the full asset protection structure works in harmony. I my opinion...