News & Analysis as of September 21, 2024

Income Taxes › Private Placement Life Insurance

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Income taxes are taxes that are collected on the individual earnings of persons or entities. Depending on the jurisdiction, income taxes are calculated and collected in a variety of ways. Some tax systems collect income taxes based on a progressive scheme, while others may utilize a proportional or regressive framework. less -

(A)ESOP's Fables - The Income and Estate Tax-Free ESOP

Gerald Nowotny - Law Office of Gerald R.... on 6/15/2022

ESOPs are a great tool for the business owner and employees. The planning technique complimenting the ESOP dramatically enhance the benefits for the Seller making the Seller more willing to enter into the ESOP arrangement....more

All in the Family – Introducing Family Owned Life Insurance™ (aka FOLI™)

Gerald Nowotny - Law Office of Gerald R.... on 6/2/2022

The All in the Family podcast introduces Family Owned Life Insurance™ or (FOLI™). FOLI™ is a specialty use of group private placement life insurance for Family Offices. FOLI™ is a powerful product that will allow Family...more

TAKE A CHANCE ON ME! Tax Planning During the Biden Administration

Gerald Nowotny - Law Office of Gerald R.... on 7/9/2021

Take a chance on me series discusses niche strategies to achieve tax reduction and deferral. #taxstrategy #ppli #pooledincomefund #maltapensionplan #estateplanning ...more

TAKE A CHANCE ON ME! Tax Planning During the Biden Administration

Gerald Nowotny - Law Office of Gerald R.... on 6/28/2021

Nowotny On Death and Taxes episode ,Take A Chance On Me! focuses on innovative strategies for tax reduction and deferral. Not only are we good at creating the ideas but we're good at implementing the ideas as well. #ppli...more

INTRODUCING MALTA SPLIT DOLLAR

Gerald Nowotny - Law Office of Gerald R.... on 11/30/2020

Learn how to convert tax deferred dollars into tax-free dollars using Malta Split Dollar....more

ROCK OF AGES video

Gerald Nowotny - Law Office of Gerald R.... on 10/12/2020

Rock of Ages - The Arithmathean Pension Plan is a creative idea on how to use a pooled income fund as a version of non-qualified deferred compensation. Provide a lifetime annuity of tax-free distributions for key employees!...more

One Note Samba

Gerald Nowotny - Law Office of Gerald R.... on 4/30/2020

Using U.S. domestic trusts and private placement insurance products to invest in the U.S. ...more

Samba de Una sola Nota - Uso de fideicomisos nacionales americanos y productos de seguros de colocación privada para invertir en...

Gerald Nowotny - Law Office of Gerald R.... on 4/28/2020

Este artículo relacionará los beneficios del uso de fideicomisos estadounidenses para ciertas inversiones entrantes. Fideicomisos de EE. UU., considerados fideicomisos extranjeros con fines fiscales, es una nota....more

Tales from the Crypt -- Post-Mortem Planning Using Private Placement Insurance Products

Gerald Nowotny - Law Office of Gerald R.... on 5/9/2013

Overview - This article discusses the use of private placement products - private placement deferred variable annuities (PPVA) and private placement life insurance (PPLI)- in post mortem income tax and transfer tax...more

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Income Taxes › Private Placement Life Insurance

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