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Tax Attorney Gerry Nowotny discusses niche tax planning strategies to reduce and defer income and estate taxes.
Episodes
Tuesday Jul 28, 2020
Tuesday Jul 28, 2020
Switch Dollar is a financial strategy to convert an existing Split Dollar Agreement into
a Loan Regime Split Dollar plan. Loan Method Split Dollar provides tremendous financial and tax leverage in the current low interest rate environment for a taxpayer to accumulate wealth in a tax-advantaged manner. It may be the best thing going that you have not thought about!
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