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ARTICLES

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

Overview If the pandemic was good for anything, it was TV watching. The pandemic may become known as the golden age of television. Since...

Family Affair – Introducing Family Office Life Annuity™ (aka FOLA™)

Most of you know by now that I grew up in the Panama Canal Zone which no longer exists as of 1999. In that respect, the transition left...

All in the Family - Introducing Family Owned Life Insurance™ (aka FOLI™)

Overview Perhaps you are tired of reading that I grew up in the Panama Canal Zone, but it is one of the last bastions of American...

Papa's Got a Brand New Bag! Innovative Planning Within Private Placement Life Insurance

Overview It has been a while since I have written anything. Oh, the indignity of having to make a living! Most of you know by now that I...

TAKE A CHANCE ON ME! PART II Embracing the Magic of PPLI and PPVA

I am happy to be back from my writing hiatus. In retrospect I am not really certain what the reason was for the hiatus. Writer's block?...

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

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...

Journal of Taxation: The Way We Were!

Rediscovering the Planning Magic in Traditional Split Dollar Life Insurance (With a Twist!) Split Dollar life insurance has been around...

RETURN TO FOREVER - What Game Shall We Play Today?

Using the Planning Power of Split Dollar Life Insurance for Income and Estate Tax Planning Benefits I have mentioned in past blogs my...

TELL ME SOMETHING GOOD - Planning for Post-Retirement Medical Expenses With 401(h) Plans

Among other things, I am a big fan of soul music. I am also a big fan of gospel music, particularly the R&B influenced version of gospel...

HIPPER THAN HIP - Introducing the Corporate Sponsored Malta Pension Plan

If you have been reading my blog for awhile, you know that I am a huge Tower of Power (TOP) fan. While I am not a formal member of their...