(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...
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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...
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...
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...
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...
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...
KNOCK YOURSELF OUT - RESUSCITATING TAXPAYERS WITH BUYER'S REMORSE!
A thousand apologies to the generous readers who continue to put up with me and read my articles! My mother and father (of blessed...
WHERE EAGLES DARE-INTRODUCING MALTA SPLIT DOLLAR
Today marks the one-year anniversary of my Dad's (Willy Wolfgang Nowotny) passing on November, 17, 2019. My instinct is to be sad, but I...
SO VERY HARD TO GO (NOT)!
In Pursuit of Puerto Rican Tax Incentives For any of you that have been reading my articles for any time, you know that I am a lover of...
IT NEVER RAINS IN SOUTHERN CALIFORNIA - INTRODUCING THE MALTA FREEZE
While growing up in the Panama Canal Zone, I lived on the Pacific side of the Canal Zone, e.g. on the Pacific Ocean side. The main town...
Isla del Encanto – Introducing Boricua Split Dollar
By now it should already be well that I grew up in the Panama Canal Zone. However, my Latin "thing" didn't happen until I was in the 10th...
THE ACCIDENTAL ENTREPRENEUR PART V
Using the Ideal Corporate Structure for Personal Healthcare Cost Savings We continue with Part V of The Accidental Entrepreneur. So far,...
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