top of page
WANT TO BE THE FIRST TO HEAR ABOUT MY NEW ARTICLES?
Sign up to join my email list by filling out the form below!
ARTICLES


Still the One! – The Use of Private Placement Life Insurance in Tax Planning for Trial Attorneys with Contingency Fee Income
Still the One! – The Use of Private Placement Life Insurance in Tax Planning for Trial Attorneys with Contingency Fee Income


Las Mañanitas
Overview Recently (January 15th) I celebrated my sixty fifth birthday. Where did the time go? If my East German father Willy Wolfgang...


Elena Ruiz and the Cuban Sandwich – The Double Irish with Dutch Sandwich Version for Closely Held Business Owners
Using Intellectual Property in Tax Planning for Business Owners Overview I have been a major fan of Afro-Cuban (Salsa) and Brazilian...


(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 Insuranceâ„¢ (aka FOLIâ„¢)
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...
bottom of page