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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 tracing my steps and interest in all things iron from a...
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 Advisors Build a Clientele and Assets Under Management!
Looking back, I remember distinctly 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 have put up with me! I was largely out of writing commission during the month of...
WHERE EAGLES DARE-INTRODUCING MALTA SPLIT DOLLAR
November 17, 2019 marks the one-year anniversary of my Dad's (Willy Wolfgang Nowotny) passing. The natural 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
I have written extensively on Malta Pension Plans ("Plan"). In many respects, the Plan has many similarities to a Roth IRA except...
Isla del Encanto - The Tropical Paradise for Tax Planning
By now it should be known that I grew up in the Panama Canal Zone. However, my Latin "thing" didn't happen until I was in the 10th grade....
THE ACCIDENTAL ENTREPRENEUR PART V
We continue with Part V of The Accidental Entrepreneur. So far, I have not run out of planning ideas as to how and why the ideal...
THE ACCIDENTAL ENTREPRENEUR PART IV - CREATING THE FAMILY PENSION PLAN
I have been pontificating ad nauseam some readers might say, on the benefits of structuring a family business and investment holdings in...
ROCK OF AGES
The Arithmathean Pension Plan - Using the Pooled Income Fund for Non-Deferred Compensation Planning The ERISA and tax rules make it...
HEAVEN CAN WAIT
I spent the summer of 1980 before entering my sophomore (Yearling) year at West Point at Camp Buckner which is about eight miles from the...
THE ACCIDENTAL ENTREPRENEUR - PART III
Part II of this series focused on the ideal corporate setup for existing or new small business owners. The article provided a broad...
THE ACCIDENTAL ENTREPRENEUR -PART II
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...
WHERE HAVE YOU GONE, CHIP HILTON?
Using a Combination of Deferred Compensation and Loan Method Split Dollar in Tax Planning for Professional Sport Signing Bonuses As a...
THE WAY WE WERE
Using Loan Method Split Dollar to Recreate the Benefit of Tax Deferral for Carried Interest One of the things that Mrs. Nowotny (aka Long...
THE PAPER CHASE
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...
THE SPLIT DOLLARMINATOR
Using Commercial Lending to “Juice” the Funding of Loan Method Split Dollar Arrangements In past articles I have vigorously defended the...
Mad Dogs and Panameños!
Over the last several weeks, I have written a series of articles focusing on the planning utility and financial and tax leverage of the...
It's (Not) Too Late, Baby!
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...
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