Wills, Trusts, & Estate Planning, Tax Law, Law Practice Products & Services

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

by Sanford Millar on 10/22/2012

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...

by Gerald Nowotny on 10/8/2012

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...

by Gerald Nowotny on 10/1/2012

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

by Gerald Nowotny on 9/27/2012

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)

by Gerald Nowotny on 9/25/2012

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

by Gerald Nowotny on 9/25/2012

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]

by Sanford Millar on 5/14/2012

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