Take A Chance on Me! – Tax Planning During the Biden Administration

Gerald Nowotny
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I have been posting my articles on JD Supra since August 2012. I am grateful to JD Supra for helping me to spread the tax gospel of Nowotny to readers. As of today, my articles have had 523,887 views. If my Mom and Dad (of blessed memory) were still with us, I would attribute the views to them. My articles are always a little quirky but usually offer something new to say. Prior to the Pandemic, my marketing was limited to articles. I’ve spent more on marketing since the pandemic. than all the prior years combined. My justification was that the investment was necessary to become a "contender."

My professional background is not as straight-forward as the traditional attorney who went to law school and has only practiced law. After graduating from West Point and serving in the Army, I went to law school and completed the JD and LL.M programs at the University of Miami while working in the life insurance industry full time. After completing law school and admission to the Bar, I stayed in the financial services industry for better or worse. In 1999 I began my journey in private placement life insurance (PPLI) where I worked for two life insurance companies and a large insurance broker (Marsh) before going out on my own implementing high net worth and institutional solutions using private placement insurance products

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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