Tax Professional Practice Wills, Trusts, & Estate Planning

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Should you Opt-Out of the Voluntary Disclosure Program? [Video]

When is it right to op-out of the voluntary disclosure program, knowing when to stay in and when to get out could be the difference of saving a massive amount of money and staying out of jail. Talk to a professional who can...more

Here is Something to Whistle About!- Reflections on the UBS Whistleblower - Tax Reduction and Deferral Strategies for Trial...

Over the last few weeks I have been diligently outlining tax planning strategies for trial attorneys with contingent fee income. These strategies have ranged from structured settlement arrangements using private placement...more

Tax Reduction and Deferral Strategies for Trial Attorneys – Part 5 : Structured Settlement Life Insurance – A Tax-Free...

In Part 5, I focus on the utility of the QSF from an investment funding perspective to illustrate how private placement life insurance can be used in a split dollar life insurance funding format in order to to create a...more

Tax Reduction and Deferral Strategies for Trial Attorneys – Part 4: The Trial Attorney’s Pension Plan

Part I of this series focused on tax reduction and deferral strategies for trial attorneys with contingent fee income using private placement variable deferred annuities in lieu of fixed annuities for structured settlement...more

Trial attorney - Tax Planning Using PPLI and CLATs (Supplemental Presentation)

Part I of this series focused on tax reduction and deferral strategies for trial attorneys with contingent fee income using private placement variable deferred annuities in lieu of fixed annuities for structured...more

Tax Reduction and Deferral Strategies for Trial Attorneys – Part 3

Part I of this series focused on tax reduction and deferral strategies for trial attorneys with contingent fee income using private placement variable deferred annuities in lieu of fixed annuities for structured settlement...more

Foreign Asset Disclosure Program [Video]

Foreign Asset Disclosure and the Voluntary Program. This is the program that anybody with clients who have assets off shore should be aware of. Why? Because it's an opportunity for your clients to come forward and...more

The New Zero Tax Company Regime in New Zealand`

A new fiscally transparent company is now available in New Zealand. A "look through" company is expected to be very useful in an international wealth structuring context in the same way that "offshore" or "international...more

Implement “Start, Stop and Continue” Meetings to Improve Your Operations

What should we start doing? What should we stop doing? What should we continue doing? If you and your team periodically answer these three questions, your firm could perform with the efficiency of a Silicon Valley software...more

Recission Proofing Your Practice

There is a significant market that attorneys are missing that is terrible underserved by the legal profession. Working with veterans to qualify them for the Improved Pension Benefit is a very profitable practice for those...more

9 Key Steps to Take Before Hiring a Lawyer

This article addresses the 9 key steps to take before hiring a lawyer....more

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