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Welcome!

 

For the last 8 weeks we discussed specialized topics that are proven tax deferral and reduction strategies. This is advanced information you may not commonly hear from many planners, advisors, or attorneys because they simply don't know. I wanted to share my knowledge with you which comes from the alignment of experience and expertise. Without these strategies, you're leaving money on the table.

 

I've worked with other lawyers, financial planners, advisors and insurance agents across the country and I've helped them create visionary strategies for their clients - multiplying their profits! Have you done everything you can for your client or for yourself?  I'm here for YOU. Enjoy!

                                                                                             Gerry

WHAT WE DISCUSSED:
WEEK 1
FATHER KNOWS BEST
Private Placement Life Insurance

What we'll cover:

  • Why financial advisors and life insurance agents should be selling PPLI now

  • An overview of the current lay of the land in PPLI

  • The important tax rules of PPLI

  • Planning examples using PPLI

WEEK 5
WHEN JIMMY HOFFA MET DR. STRANGELOVE
Discriminatory Qualified Retirement Plan

What we'll cover:

  • What is Split Dollar?

  • Loan Method versus Economic Benefit

  • Leverage Split Dollar rollout

  • Planning examples using Split Dollar

WEEK 2
THE WONDER YEARS
Loan Regime Method of Split Dollar Life Insurance

What we'll cover:

  • What is Split Dollar?

  • Loan Method versus Economic Benefit

  • Leverage Split Dollar rollout

  • Planning examples using Split Dollar

WEEK 6 
CALIFORNIA DREAMIN'
Trial Attorney Fee Deferrals

What we'll cover:

  • Deferral Strategies for Attorney contingency Fee

  • Planning Examples

WEEK 4
EN MI VIEJO SAN JUAN
Puerto Rican Tax Incentives

What we'll cover:

  • What is Act 22?

  • What is Act 20?

  • Requirements for U.S. Taxpayer

  • Planning Examples

WEEK 3
IF IT'S MONDAY, IT MUST BE MALTA 
Malta Pension Plans

What we'll cover:

  • Overview of Malta Pension Plans

  • Tax Treatment of Malta Pension Plans

  • Planning examples using Malta

WEEK 7
PIFF THE MAGIC DRAGON
Customized Pooled Income Funds

What we'll cover:

  • What is Split Dollar?

  • Loan Method versus Economic Benefit

  • Leverage Split Dollar rollout

  • Planning examples using Split Dollar

WEEK 8
ONE NOTE SAMBA
Using Domestic Trusts and PPLI for Inbound Investments

What we'll cover:

  • Overview of domestic trusts for Non-Resident Aliens

  • Overview of PPLI

  • Planning Examples

Join us for any and all 8 weeks, 60 minutes of sophisticated discussion on tax deferral and reduction strategies.

Hosted by Gerald R. Nowotny, JD, LL.M.

860-490-9689

grn@grnowotnylaw.com

www.grnowotnylaw.com

CONTACT US

ADDRESS

220 Albany Turnpike #1039

Canton, CT 06019

EMAIL

grn@grnowotnylaw.com 

clientservices@grnowotnylaw.com

PHONE

Office: 860-468-1342

Mobile: 860-490-9689

 

FAX

860-606-9525

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While this website provides information, it does not constitute legal advice.  The best way to get guidance on your specific legal issue is to contact a lawyer.  To schedule a meeting with Gerald, please call or complete the form above.