Episodes
Wednesday Aug 05, 2020
It's (Not) Too Late, Baby!
Wednesday Aug 05, 2020
Wednesday Aug 05, 2020
Using Late Start Split Dollar to Create Financial and Tax Leverage.
Tuesday Jul 28, 2020
Tuesday Jul 28, 2020
Switch Dollar is a financial strategy to convert an existing Split Dollar Agreement into
Tuesday Jul 21, 2020
FATHER KNOWS BEST
Tuesday Jul 21, 2020
Tuesday Jul 21, 2020
Rediscovering the Lost Glory of Split Dollar Using Loan Regime Split Dollar
Monday Jul 13, 2020
THE WONDER YEARS - Rediscovering the Magic of Split Dollar Life Insurance
Monday Jul 13, 2020
Monday Jul 13, 2020
Split Dollar Life Insurance is a beautiful tax shelter in the best sense of the word. In this episode, Gerry, highlights some of the magic that still exists in Split Dollar Life Insurance and why tax planners and their clients need to reconsider Split Dollar Life Insurance.
Thursday Jul 02, 2020
California Dreamïn!
Thursday Jul 02, 2020
Thursday Jul 02, 2020
Reimagining the Tax Planning Paradigm for Trial Attorneys
Friday Jun 26, 2020
Dark Side of the Moon
Friday Jun 26, 2020
Friday Jun 26, 2020
Gerry discusses the peculiarities of the alternate investment diversification testing method for variable universal life insurance.
Friday Jun 19, 2020
War of the Rosás!
Friday Jun 19, 2020
Friday Jun 19, 2020
In this episode, Gerry, discusses using a Pooled Income Fund ("PIF") in divorce tax planning
Thursday Jun 11, 2020
The Family Loan Shark
Thursday Jun 11, 2020
Thursday Jun 11, 2020
This episode speaks on how to leverage the Applicable Federal Rate (AFR) in the taxpayer's favor.
Wednesday Jun 03, 2020
Somewhere Over the Rainbow
Wednesday Jun 03, 2020
Wednesday Jun 03, 2020
This episode is about the use of private placement variable deferred annuities (PPVA) and trusts.
Tuesday May 26, 2020
Surfs Up Dude! High Tech Tax Solutions for High Tech Workers
Tuesday May 26, 2020
Tuesday May 26, 2020
Episode 6 is about tax planning solutions for the exercise of incentive stock options.