Episodes
Monday Feb 08, 2021
Monday Feb 08, 2021
Nowotny On Death and Taxes episode #34, titled Nowotny Knows Squat Part 3 focuses on value added planning ideas that financial advisors and life insurance agents should introduce to their clients.
Monday Jan 25, 2021
Monday Jan 25, 2021
Nowotny On Death and Taxes episode #34 is a message to financial advisors to consider implementing private placement life insurance and private placement deferred variable annuities in their series of solutions they offer. #financialadvisor #ppli #ppva #insurance
Sunday Jan 17, 2021
Sunday Jan 17, 2021
Nowotny On Death and Taxes episode #33 (Nowotny Knows Squat!) discusses how a customized pooled income fund (PIF) can be used as a creative method to assist a client in minimizing capital gains taxation on the sale of an appreciated asset while maintaining a lifetime income. The strategy allows the financial advisor to manage the assets within the PIF.
Saturday Jan 09, 2021
Knock Yourself Out - Resuscitating Taxpayers With Buyer's Remorse!
Saturday Jan 09, 2021
Saturday Jan 09, 2021
In episode 32 Knock Yourself Out - Resuscitating Taxpayers With Buyer's Remorse learn how to do tax planning for 2020 in 2021; it's not too late!
Friday Nov 20, 2020
Where Eagles Dare - Introducing Malta Split Dollar
Friday Nov 20, 2020
Friday Nov 20, 2020
Episode #31 of Nowotny On Death and Taxes introduces Malta Split Dollar
Friday Nov 13, 2020
So Very Hard to Go (NOT)! In Pursuit of Puerto Rican Tax Incentives
Friday Nov 13, 2020
Friday Nov 13, 2020
Nowotny On Death and Taxes podcast, episode #30, focuses on planning strategies to minimize the impact of any potential tax increases in 2021. A business owner can repatriate the profits of the Puerto Rican exempt company without taxation.
Friday Nov 06, 2020
It Never Rains In Southern California - Introducing the Malta Freeze
Friday Nov 06, 2020
Friday Nov 06, 2020
Nowotny On Death and Taxes episode #29, It Never Rains In Southern California - Introducing the Malta Freeze Plan. Malta Pension plans offer huge tax-free benefits. The Malta Freeze addresses 70-80% of tax problems which maximizes benefits for the high net worth tax payer; pushing excess investment growth outside the taxable estate and afterwards is available for the benefit of the participant and his or her family!
Thursday Oct 29, 2020
Isla del Encanto-Introducing Boricua Split Dollar
Thursday Oct 29, 2020
Thursday Oct 29, 2020
Episode #28 Boricua Split Dollar discusses combining the best of Puerto Rican tax incentives with the best sophisticated high end life insurance planning to produce superior results for the business owner.
Monday Oct 26, 2020
The Accidental Entrepreneur Part V
Monday Oct 26, 2020
Monday Oct 26, 2020
Part V of the series The Accidental Entrepreneur covers using the ideal corporate structure for personal healthcare cost savings.
Monday Oct 19, 2020
The Accidental Entrepreneur Part IV
Monday Oct 19, 2020
Monday Oct 19, 2020
Nowotny On Death and Taxes, episode #26 The Accidental Entrepreneur Part IV, speaks to creating the family pension plan. A solution for every taxpayer to triple a Roth contribution!