YOU'RE INVITED: FREE LIVE WEBINAR
Tuesdays: Sept. 15 - Nov. 3 From 2:00-3:00p.m. EST
Welcome!
For the next 8 weeks we'll be discussing specialized topics that are proven tax deferral and reduction strategies. This is advanced information you may not commonly hear from many planners, advisors, or attorneys because they simply don't know. I'd like to share my knowledge with you which comes from the alignment of experience and expertise. Without these strategies you're leaving money on the table.
I've worked with other lawyers, financial planners, advisors and insurance agents across the country and I've helped them create visionary strategies for their clients - multiplying their profits! Have you done everything you can for your client or for yourself? I'm here for YOU. See you there!
​
Gerry
You deserve to keep more of your hard earned money.
WEEK 1 - 09/15
FATHER KNOWS BEST
Private Placement Life Insurance
What we'll cover:
-
Why financial advisors and life insurance agents should be selling PPLI now
-
An overview of the current lay of the land in PPLI
-
The important tax rules of PPLI
-
Planning examples using PPLI
WEEK 5 - 10/13
WHEN JIMMY HOFFA MET DR. STRANGELOVE
Discriminatory Qualified Retirement Plan
What we'll cover:
-
What is Split Dollar?
-
Loan Method versus Economic Benefit
-
Leverage Split Dollar rollout
-
Planning examples using Split Dollar
WEEK 2 - 09/22
THE WONDER YEARS
Loan Regime Method of Split Dollar Life Insurance
What we'll cover:
-
What is Split Dollar?
-
Loan Method versus Economic Benefit
-
Leverage Split Dollar rollout
-
Planning examples using Split Dollar
WEEK 6 - 10/20
CALIFORNIA DREAMIN'
Trial Attorney Fee Deferrals
What we'll cover:
-
Deferral Strategies for Attorney contingency Fee
-
Planning Examples
WEEK 4 - 10/6
EN MI VIEJO SAN JUAN
Puerto Rican Tax Incentives
What we'll cover:
-
What is Act 22?
-
What is Act 20?
-
Requirements for U.S. Taxpayer
-
Planning Examples
WEEK 3 - 09/29
IF IT'S MONDAY, IT MUST BE MALTA
Malta Pension Plans
What we'll cover:
-
Overview of Malta Pension Plans
-
Tax Treatment of Malta Pension Plans
-
Planning examples using Malta
WEEK 7 - 10/27
PIFF THE MAGIC DRAGON
Customized Pooled Income Funds
What we'll cover:
-
What is Split Dollar?
-
Loan Method versus Economic Benefit
-
Leverage Split Dollar rollout
-
Planning examples using Split Dollar
WEEK 8 - 11/3
ONE NOTE SAMBA
Using Domestic Trusts and PPLI for Inbound Investments
What we'll cover:
-
Overview of domestic trusts for Non-Resident Aliens
-
Overview of PPLI
-
Planning Examples
Join us for any and all 8 weeks, 60 minutes of sophisticated discussion on tax deferral and reduction strategies.
​
Hosted by Gerald R. Nowotny, JD, LL.M.
