(A)ESOP's Fables - The Income and Estate Tax-Free ESOPOverview 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 InsuranceOverview 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 PPVAI 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 AdministrationI 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) PlansAmong 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 PlanIf 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...