The Law Office of Gerald R. Nowotny_FINA

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ARTICLES

Jul 23

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?...

Jun 28

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...

Jun 27

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...

Apr 15

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...

Mar 30

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...

Mar 18

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...

Mar 12

NOWOTNY KNOWS SQUAT! Part IV Using Post-Retirement Medical Plans to Raise AUM & Sell Life Insurance

My Dad, Willy Wolfgang Nowotny (of blessed memory) would have turned 87 a few days ago (March 6). In prior articles I have discussed his...

Feb 4

NOWOTNY KNOWS SQUAT! Part 3 - Using Malta Pension Plans to Raise AUM and Sell More Life Insurance

I know that I have been going on and on about how much I love the Iron Game while retracing my steps from the unique perspective as an...

Jan 22

NOWOTNY KNOWS SQUAT! Part 2 - Using PPLI to Raise AUM and Sell Life Insurance

In the last installment I pointed out with pride the benefits of knowing “squat” at least in regard to the weight room. Fortunately, I...

Jan 15

NOWOTNY KNOWS SQUAT! Helping Financial Advisors Build a Clientele and Assets Under Management (AUM)!

Looking back, I distinctly remember my introduction to the Iron Game (weightlifting). At around age 5, I lived in Balboa, in the Panama...