News & Analysis as of

Private Placement Life Insurance Tax Deferral

Woodruff Sawyer

What Is Private Placement Life Insurance?

Woodruff Sawyer on

Market volatility and heightened tax uncertainty have caused increased interest in private placement life insurance (PPLI) in recent years. However, those same factors have led to increased scrutiny for high-net-worth...more

Gerald Nowotny - Law Office of Gerald R....

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

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

Gerald Nowotny - Law Office of Gerald R....

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

If the pandemic was good for anything, it was TV watching. The pandemic may become known as the golden age of television. Since I was a foreign language major (Portuguese and Spanish) at West Point (mind you out of academic...more

Gerald Nowotny - Law Office of Gerald R....

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

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

Gerald Nowotny - Law Office of Gerald R....

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

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

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY KNOWS SQUAT! Part 2 Using PPLI and PPVA Annuities to Raise Assets Under Management and Sell More Life Insurance

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

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY KNOWS SQUAT! Part 2 Using PPLI and PPVA Annuities to Raise Assets Under Management and Sell More Life Insurance

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

Gerald Nowotny - Law Office of Gerald R....

INTRODUCING MALTA SPLIT DOLLAR

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

Gerald Nowotny - Law Office of Gerald R....

Where Eagles Dare- Introducing Malta Split Dollar

This article addresses the combination of a Malta Pension Plan and the loan method split dollar arrangement. Some readers might say, what do these two strategies have to do with each other? Malta Split dollar is the tax...more

Gerald Nowotny - Law Office of Gerald R....

THE WAY WE WERE

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

Gerald Nowotny - Law Office of Gerald R....

THE WAY WE WERE

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

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