Jewish Divorce Talk: Episode 4 - Financial Talk
Physician Employment Agreements: Focus on Financial Planning
TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities
Financial Planning and Contract Negotiation for Female Physicians
Law School Toolbox Podcast Episode 294: Money Talk (w/Carrie Friedberg)
RETURN TO FOREVER - What Game Shall We Play Today?
HIPPER THAN HIP
Financial Planning For Health Care Professionals
NOWOTNY KNOWS SQUAT! Part 2 Using PPLI and PPVA Annuities to Raise Assets Under Management and Sell More Life Insurance
INTRODUCING MALTA SPLIT DOLLAR
WHERE EAGLES DARE-INTRODUCING MALTA SPLIT DOLLAR
IT NEVER RAINS IN SOUTHERN CALIFORNIA - INTRODUCING THE MALTA FREEZE
ISLA DEL ENCANTO - INTRODUCING BORICUA SPLIT DOLLAR
ROCK OF AGES video
ROCK OF AGES - THE ARITHMATHEAN PENSION PLAN
THE WONDER YEARS WEBINAR
Ever thought about packing it all up and starting that romantic, expatriate life abroad? Ever felt like these parts were just so wild, it was time to find yourself a new passport? Expatriation, where a US citizen renounces...more
In a recent article, we observed that the Treasury and the Internal Revenue Service (“IRS”) could address the complex tax issues presented by emerging digital assets either by developing a cohesive framework for taxing these...more
You need to consider how you’ll report digital asset transactions on your 2022 tax returns. Tax reporting requirements for digital assets have changed yearly since 2019, when the IRS first added a question about crypto to IRS...more
Beginning in 2014, I wrote about needing an annual check-up. Many of you read those blog posts about an annual checkup for you and, if you have one, your business. This does not involve the doctor, but it does involve all...more
The Internal Revenue Service (IRS) was one of the first United States regulators to provide guidance on the tax treatment of virtual currencies such as Bitcoin. Starting back in 2014 with its release of Internal Revenue...more
As the IRS ponders its approach to taxing cryptocurrency and NFTs, states are increasingly imposing taxes on some digital asset transactions, including the use of cryptocurrencies...more
It has been a while since I have written anything. Oh, the indignity of having to make a living! Most of you know by now that I am a quirky guy with quirky interests and quirky points of view. In that realm, I must say that I...more
Despite recent volatility in the U.S. stock market, the rising costs of inflation, and the Russian invasion of Ukraine, there are still ways to control the taxes you pay on your investments and the taxes that your family will...more
Please join us for the Winter Tax Forum virtually on Wednesday, January 26. Register here to join Farhad Aghdami and Anna Derewenda as they deliver recent tax and wealth planning updates. The two will specifically touch on: ...more
This morning, I woke up to news in the Wall Street Journal that indicated that the United States and the Republic of Malta had entered into a Competent Authority Agreement (“CAA”). Generally, this news would not have caught...more
Please join us for the Fall Tax Forum virtually on Tuesday, September 28. Register to join Farhad Aghdami, Conrad Garcia and Adam Farnsworth for recent updates in tax and wealth planning including a discussion on the use of...more
The bottom line; I can make a significant impact on your bottom line. Take a Chance on Me! Part II #ppli #ppva #idf #estateplanning #financialadvisor #tax ...more
Nowotny On Death and Taxes episode #41 Take A Chance On Me Part II refers to the point not only can Gerry create the strategies but he can implement them as well. Gerry is a leader in private placement life insurance (PPLI),...more
Professional service providers including CPAs, Attorneys, Life Insurance Agents, Bankers, Brokers, Investment Advisors and Certified Financial Planners often are viewed a Taxpayer’s financial planning “trusted advisors”. ...more
The federal income tax filing due date for individuals for the 2020 tax year has been extended from April 15, 2021, to May 17, 2021. Individual taxpayers can also postpone federal income tax payments for the 2020 tax year...more
Rediscover the use of Split Dollar life insurance. It offers tremendous amounts of gift and income tax leverage benefits! #splitdollar #premiumfinance #insurance #estateplanning #financialadvisor ...more
Nowotny On Death and Taxes podcast episode #39 addresses using the planning power of split dollar life insurance for income and estate tax planning benefits. #splitdollar #taxplanning #estateplanning #financialadvisors ...more
Nowotny On Death and Taxes podcast episode #36 Hipper than Hip introduces the corporate sponsored malta pension plan. Learn more about the powerful 401(h) medical plan #maltapensionplan #nonqualifieddeferredcompensationplan...more
Over the last two years I have written extensively about the Malta Pension Plan (MPP) as an alternative to the Roth IRA. Like a Roth IRA, the MPP is an individual Plan but unlike a Roth IRA, it does not have a contribution...more
This is the third installment in the series Nowotny Knows Squat. This series focuses on value added planning ideas that financial advisors and life insurance agents should introduce to their clients. In case, you haven't...more
Nowotny Knows Squat - Part 2! This video speaks to financial advisors on how to sell more life insurance with private reinsurance. Customized product. Full commission product. #financialadvisor #insurance #ppli #ppva...more
Nowotny On Death and Taxes podcast episode #34 is a message to financial advisors to consider implementing private placement life insurance and private placement deferred variable annuities in their series of solutions they...more
PPLI is a form of variable universal life insurance. The policy is strictly available for accredited investors and qualified purchasers as defined under federal securities law....more
Learn how to convert tax deferred dollars into tax-free dollars using Malta Split Dollar....more
Nowotny On Death and Taxes episode #31 Malta Split Dollar speaks to using Split Dollar to convert tax deferred dollars into tax-free dollars. ...more