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...

Using the Ideal Corporate Structure for Personal Healthcare Cost Savings We continue with Part V of The Accidental Entrepreneur. So far,...

I have been pontificating ad nauseam some readers might say, on the benefits of structuring a family business and investment holdings in...

The Arithmathean Pension Plan - Using the Pooled Income Fund for Non-Deferred Compensation Planning The first article for professional...

Using Loan Method Split Dollar in the After Life! I spent the summer of 1980 before entering my sophomore (Yearling) year at West Point...

Tax Benefits and Possibilities of The Optimal Corporate Set Up Part II of this series introduced a new recommendation for business owners...

The Optimal Corporate Set Up In April 2016, I wrote Part One of this series. You can read this article on JD Supra. Part One focused on...

As a child growing up in the Panama Canal Zone my connection to the professional sports in the United States came primarily through the...

Using the Loan Method of Split Dollar as an Alternative to Attorney Fee Deferrals One of my favorite movies that inspired me to go to law...

Using Commercial Lending to “Juice” the Funding of Loan Method Split Dollar Arrangements In past articles, I have vigorously defended the...

Using the Leveraged Split Dollar Rollout (LSD™ Rollout) to Terminate Loan Regime Split Dollar™ Plans Over the last several weeks, I have...

How Old Grads Can Use the Charitable Lead Annuity Trust (CLAT) to Reduce Income Taxes and Win the All Academy Challenge! If you are like...

Using Late Start Split Dollar to Create Financial and Tax Leverage I have mentioned in prior articles that I am not particularly a fan of...

Maximizing the flexibility of Split Dollar Life Insurance to Create Maximum Financial and Tax Leverage Growing up in the Panama Canal...

Rediscovering the Lost Glory of Split Dollar Using Loan Regime Split Dollar My father (of blessed memory), Willy Wolfgang Nowotny, died...

Rediscovering the Magic of Split Dollar Life Insurance The TV series The Wonder Years is one of my favorite TV series. The series depicts...

Reimagining the Tax Planning Paradigm for Trial Attorneys It never occurred to me before or after law school to become a litigator....

The Peculiarities of the Alternate Investment Diversification Testing Method for Variable Universal Life Universal

The Pooled Income Fund is a PIF for all seasons. The tax attributes in the current low interest environment has stronger attributes than...

Today's low interest environment creates an excellent opportunity for high net worth investors to build and transfer wealth strategically...