A Recent Asset Protection Case You Should Know About

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OJM Group

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OJM Group, LLC. (“OJM”) is an SEC registered investment adviser with its principal place of practice in the State of Ohio. SEC registration does ...
read more ↘ not constitute an endorsement of OJM by the SEC nor does it indicate that OJM has attained a particular level of skill or ability. OJM and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which OJM maintains clients. OJM may only transact practice in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of OJM, please contact OJM or refer to the Investment Adviser Public Disclosure web site www.adviserinfo.sec.gov.

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This presentation contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized legal or tax advice, or as a recommendation of any particular security or strategy. There is no guarantee that the views and opinions expressed in this article will be appropriate for your particular circumstances. Tax law changes frequently, accordingly, Information presented herein is subject to change without notice. You should seek professional tax and legal advice before implementing any strategy discussed herein.
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A Recent Asset Protection Case You Should Know About

By OJM Group FEATURING David Mandell

2,266 views

November 20, 2019

Click here for your free hardcopy or ebook download of OJM’s book Wealth Management Made Simple. OJM Group Partner David Mandell reviews the importance of protecting personal and practice assets for physicians of all specialties. He discusses the details of a recent case illustrating the use of a newer legal tool that can offer superior asset protection throughout the United States.

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