WORKING WITH US
Our professional mission is to ensure you remain informed of the most sophisticated tax, insurance and legal options available. We serve clients from a diverse group of industries, including real-estate, private equity, financial services, institutional organizations, university endowments, charitable organizations, entertainment and technology. Whatever your vocation, we’re here to help.
Who doesn’t want to keep more of their hard earned money for themselves? For their family? For their charity, organization or your own individual planning goal? Your tax planning is essential to meeting these goals. These tax strategies are advanced and require a tax professional that is both knowledgeable and trustworthy to help you navigate these sophisticated tax solutions. The Law Office of Gerald R. Nowotny, presents these strategies to you in a simplified, well-thought out manner.
Gerald, brings 30 years of proven experience in the insurance and financial planning industries. His creative niche tax strategies have successfully provided for over $3 billion dollars in client solutions. He has a law degree and LL.M. (Master of Laws) in Estate Planning. He has developed a highly specialized expertise in the uses of insurance products in business and personal tax planning. Over the last 20 years, he has developed a high-level of expertise in Private Placement Insurance (PPLI) products – Institutionally Priced Insurance products for ultra high net worth and institutional buyers. His expertise covers domestic and international applications with these products. He has also earned the CFP®, CLU® and ChFC® professional designation programs. You deserve and need a tax expert who will advocate to keep your money working for you.
Contact our office by clicking on the link below to schedule a complimentary 30 minute confidential conversation with Gerry. Relax by knowing you’ve made a wise choice when it comes to your income and estate tax planning.
With over 30 years of experience, we’ve seen it all.
We help you navigate tax reduction and deferral strategies to ensure you feel confident and wise when it comes to your financial plan.
One on one personal service. Let’s talk about helping you keep more of your hard earned money.
With you for the long term. See how partnering with us may add significant wealth to your long-term financial plan.
WHY OUR STRATEGIES WORK
CA resident in 50% tax bracket
$10MM investments earning 8% annual return last 10 years
*Examples above represent average PPLI long-term results with a $10,000,000 cash investment. Results may vary.