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Tax Attorney Gerry Nowotny discusses niche tax planning strategies to reduce and defer income and estate taxes.
Episodes
Monday Apr 11, 2022
Monday Apr 11, 2022
In this podcast "All in the Family" Gerry Introduces Family Owned Life Insurance™ (aka FOLI™) for the specialty use of group private placement life insurance by Family Offices. The policy accrues on a guaranteed basis while accumulating and passing family investment capital on an income and estate tax-free basis for multiple generations. You don't want to miss this one!
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