TAKE A CHANCE ON ME! Tax Planning During the Biden Administration
HIPPER THAN HIP
NOWOTNY KNOWS SQUAT! Part 3 Using Malta Pension Plans to Raise AUM 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
THE WONDER YEARS WEBINAR
Over the course of time I have ranted and raved about my love of Afro-Cuban aka Salsa. It wasn’t my dancing ability which attracted me to Latin music. For the record, I am not a good dancer. Not even in my own mind. Maybe it...more
In the early 1990’s while attending the University of Miami School of Law, aka Harvard of the South, I worked in the Miami Agency of the National Life of Vermont (NLV). The Company always had a strong propensity towards...more
Since the passage of the Tax Cuts and Jobs Act (TCJA) on December 22, 2017, interest in the use of qualified retirement plans has increased. However, qualified retirement plans are not without their limitations and...more