News & Analysis as of September 24, 2024

Tax Planning

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

The 2022 Version of Why it is Time for an Annual Checkup for You and, If You Have One, Your Company

Jaburg Wilk on 12/15/2022

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

TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities

Gerald Nowotny - Law Office of Gerald R.... on 7/27/2021

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

TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities

Gerald Nowotny - Law Office of Gerald R.... on 7/26/2021

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

Many Taxpayers Realize That This Is The Right Time To Think About Financial Planning

Foodman CPAs & Advisors on 5/6/2021

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

RETURN TO FOREVER - What Game Shall We Play Today?

Gerald Nowotny - Law Office of Gerald R.... on 4/19/2021

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

RETURN TO FOREVER - What Game Shall We Play Today?

Gerald Nowotny - Law Office of Gerald R.... on 4/16/2021

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

HIPPER THAN HIP

Gerald Nowotny - Law Office of Gerald R.... on 3/19/2021

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

NOWOTNY KNOWS SQUAT! Helping Advisors Build a Clientele and Assets Under Management Part 3 – Using Malta Pension Plans to Raise...

Gerald Nowotny - Law Office of Gerald R.... on 2/4/2021

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

ISLA DEL ENCANTO - INTRODUCING BORICUA SPLIT DOLLAR

Gerald Nowotny - Law Office of Gerald R.... on 10/30/2020

Isla del Encanto - Boricua Split Dollar: The tropical paradise for tax planning! #splitdollar #taxplanning #estateplanning #financialadvisor #insurance ...more

The Robins Kaplan Spotlight - VOL. 5, NO. 3 Fall 2020

Robins Kaplan LLP on 10/22/2020

The Spotlight is the result of ongoing collaboration between our national trial practice and estate planning groups, with the goal of providing a forum to discuss the latest news and other issues impacting the trusts and...more

THE WONDER YEARS WEBINAR

Gerald Nowotny - Law Office of Gerald R.... on 10/7/2020

Loan Regime Method of Split Dollar Life Insurance - This webinar covers: What is Split Dollar? Loan Method versus Economic Benefit. Leverage Split Dollar Rollout. Planning examples using Split Dollar....more

HEAVEN CAN WAIT

Gerald Nowotny - Law Office of Gerald R.... on 10/5/2020

Nowotny On Death and Taxes podcast episode #24, discusses using the Loan Method of Split Dollar in the After-Life!...more

[Webinar] Estate Planning During Uncertain Times - September 22nd, 9:00 am - 10:00 am PT

Farella Braun + Martel LLP on 9/8/2020

Estate planning for vineyard and winery owners has come to the forefront during this unpredictable pandemic and in light of the upcoming general election. There may be things out of your control, but your estate plan isn’t...more

THE WAY WE WERE

Gerald Nowotny - Law Office of Gerald R.... on 9/4/2020

Using the Loan Method of Split Dollar to recreate the benefit of tax deferral for Hedge Fund Managers in lieu of carried interest in their offshore fund.#splitdollar #ppli #estateplanning #financialadvisors #finance...more

THE WAY WE WERE

Gerald Nowotny - Law Office of Gerald R.... on 9/3/2020

Nowotny On Death and Taxes, episode #20, The Way We Were is about using the Loan Method of Split Dollar to recreate the benefit of tax deferral for hedge fund managers. #splitdollar #ppli #hedgefundmanagers #estateplanning...more

[Webinar] Cutting Through The Chaos: Off the Beaten Path: 6 Not-So-Obvious Planning Ideas - September 2nd, 1:00 pm - 2:00 pm EDT

McDermott Will & Emery on 9/1/2020

Join McDermott presenters Timothy Halleron, Richard Lang and Carlyn McCaffrey as they describe six not-so-obvious planning ideas. In certain situations these creative planning techniques may be more effective than the usual...more

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Estate Planning › Financial Planning › Tax Planning

The 2022 Version of Why it is Time for an Annual Checkup for You and, If You Have One, Your Company

TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities

TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities

Many Taxpayers Realize That This Is The Right Time To Think About Financial Planning

RETURN TO FOREVER - What Game Shall We Play Today?

RETURN TO FOREVER - What Game Shall We Play Today?

HIPPER THAN HIP

NOWOTNY KNOWS SQUAT! Helping Advisors Build a Clientele and Assets Under Management Part 3 – Using Malta Pension Plans to Raise...

ISLA DEL ENCANTO - INTRODUCING BORICUA SPLIT DOLLAR

The Robins Kaplan Spotlight - VOL. 5, NO. 3 Fall 2020

THE WONDER YEARS WEBINAR

HEAVEN CAN WAIT

[Webinar] Estate Planning During Uncertain Times - September 22nd, 9:00 am - 10:00 am PT

THE WAY WE WERE

THE WAY WE WERE

[Webinar] Cutting Through The Chaos: Off the Beaten Path: 6 Not-So-Obvious Planning Ideas - September 2nd, 1:00 pm - 2:00 pm EDT

Record Low Interest Rates Let You Have Your Cake and Eat It Too – Life Insurance, Investments & Intra-family Loans

Mad Dogs and Panameños!

It's (Not) Too Late, Baby!

It's (Not) Too Late, Baby!

[Webinar] Cryptocurrency and Blockchain Technology: What Financial Advisors Need to Know - May 28th, 11:00 am ET

Financial Planning Season: A way to evaluate your Provider

Insights Newsletter - Spring 2015

Estate Planning › Financial Planning › Tax Planning

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