top of page
Home
Working with Us
Meet Gerald
Resources
Articles
Blog
Newsletters
Podcasts
Videos
Contact Us
More
Use tab to navigate through the menu items.
Search
Ten Years After - The IRS Collection Statute of Limitations
The Letter
And Justice For All - Tax Refunds for Sexual Abuse and Sexual Harassment Victims
How Can I Tell You? - Part II
How Can I Tell You?
Tort Reform - Rethinking Tax Planning for the Contingency Fee Income of Plaintiff's Lawyers
Got To Get You Into My Life (PPLI)
Tort Reform - Rethinking Tax Planning for Plaintiff Attorney Contingency Fees
(A)ESOP's Fables - The Income and Estate Tax-Free ESOP
(A)ESOP's Fables - The Income and Estate Tax-Free ESOP - Part I
I've Gotta Get a Message to You
Family Affair – Introducing Family Office Life Annuity™ (aka FOLA™)
Family Affair – Introducing Family Office Life Annuity™ (aka FOLA™)
All in the Family - Introducing Family Owned Life Insuranceâ„¢ (aka FOLIâ„¢)
Papa's Got a Brand New Bag! Innovative Planning Within Private Placement Life Insurance
Family Owned Life Insuranceâ„¢ (FOLI)â„¢
Papa's Got a Brand New Bag! Innovative Planning Within Private Placement Life Insurance
Papa's Got a Brand New Bag!
TAKE A CHANCE ON ME! PART II Embracing the Magic of PPLI and PPVA
TAKE A CHANCE ON ME! Tax Planning During the Biden Administration
1
2
3
4
5
BLOGS
bottom of page