SECTION 79 PLANS SECTION 79 PLANS SECTION 79 PLANS SECTION 79 PLANS
  • ABOUT
  • SECTION 79 PLANS
    • Part I—What’s Wrong With Section 79 Plans
    • Part II: Lying to Employees to Implement Plans
    • Free Tax Planning Analysis
    • Section 79 Plan Rescue
  • BAD ADVISORS
  • REAL TAX PLANNING
  • CONTACT
SECTION 79 PLANS SECTION 79 PLANS
  • ABOUT
  • SECTION 79 PLANS
    • Part I—What’s Wrong With Section 79 Plans
    • Part II: Lying to Employees to Implement Plans
    • Free Tax Planning Analysis
    • Section 79 Plan Rescue
  • BAD ADVISORS
  • REAL TAX PLANNING
  • CONTACT

Roccy DeFrancesco, JD

roccy-1+++My name is Roccy DeFrancesco, JD, CWPP™, CAPP™, CMP™ and I am the Founder of The Wealth Preservation Institute (www.thewpi.org) and Co-Founder of the Asset Protection Society (www.assetprotectionsociety.org). You can contact me at roccy@thewpi.org.

+++Welcome to this unique web-site wherein I pull back the veil on one of my least favorite plans being sold in the financial services industry (the Section 79 Plan)

+++The following is my biographical information. You’ll notice the titles of my five books. If you’d like to learn  about them, simply click on their name to do so.

Education

I received my his B.S. degree from Embry Riddle Aeronautical University (where I also received my commercial pilot’s license) and my J.D. from Valparaiso University School of Law.  I am licensed to practice law in both Michigan and Indiana.

Authorship on Asset Protection and Wealth Preservation

  • The Doctor’s Wealth Preservation Guide© (Approved for 21-hours of Category 1 Certified Medical Education (CME) for Physicians)
  • Retiring Without Risk©
  • Bad Advisors:  How to Identify Them; How to Avoid Them©
  • The Home Equity Acceleration Plan, H.E.A.P© (with accompanying software program)
  • The Home Equity Management Guidebook: How to Achieve Maximum Wealth with Maximum Security©
  • Editor: The Medicaid Planning Guidebook©

Professional Accomplishments

  • Founder of The Wealth Preservation Institute
  • Creator of the Certified Wealth Preservation Planner, CWPP™
  • Creator of the Certified Asset Protection Planner, CAPP™
  • Creator of the Certified Medicaid Planner, CMP™
  • Co-Founder of the Asset Protection Society
  • Founder of the Home Equity Acceleration Plan© Charitable Foundation
  • Advisory board for the Doctor Patient Medical Association

Professional Journals and Published Articles (an abbreviated list)

  • Orthopedics Today
  • The Rake Report, Price Waterhouse
  • Anesthesiology News
  • Indiana Bar Journal
  • Strategic Orthopedics
  • CPA Journal National Underwriter
  • Insurance Selling Magazine
  • MD Life Magazine
  • Physician Money Digest
  • Financial Planning Magazine
  • Life Insurance Selling
  • Strategic Orthopedics
  • Physician News Digest
  • Money Digest OB/GYN Newsletter
  • Today’s CPA
  • American Urological Association News

Lectures and Key Note Speaking on Asset Protection (an abbreviated list)

  • Association of American Physicians and Surgeons
  • California Orthopedic Association
  • The American Academy of Medical Management
  • CPA/Law Forum of Illinois
  • Indiana State Medical Association
  • National Association of Accountants
  • The Orthopedic Surgeon Income Symposium
  • Ohio State Medical Association
  • California Association of Emergency Physicians
  • PAHCOM, BONES, and TXMGMA
  • CNBC Open Exchange, contributor
  • MI, OH, IN and KY CPA Societies
  • The National Funeral Home Directors Association
  • Mid-America Orthopedic Association
  • Academy of Medicine, Cincinnati
  • Society of Financial Services Professionals+

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