Overview The Emergency Economic Stabilization Act of 2008 ended the not so discrete secret of hedge fund managers, the deferred compensation arrangement with their offshore funds […]

Using Private Placement Variable Deferred Annuity (GAC) Contracts to Enhance the After-Tax Investment Return of Tax Exempt and Foreign Investors in Direct Lending Investments Overview                                                                   […]

Overview In August 2016, the national sports media provided details regarding the compensation package for Coach Jim Harbaugh at the University of Michigan. It comes as […]

Overview When I grew up in the Panama Canal Zone, the country of Panama still had winter league professional baseball up until 1970. They frequently played […]

Overview Donald Trump’s presidential inauguration is barely a week and a half away. It seems difficult to imagine that with a Republican-controlled House and Senate that […]

Overview In the last ten years, life insurance producers and their counsel have quietly transferred great fortunes with minimal gift and estate taxation using intergenerational split […]

Overview I have always been a film fan. Growing up in the Panama Canal Zone, one of my Mother’s jobs for the Panama Canal Company was […]

The DOL push created substantial challenges in communicating the new rules. Worse still, the regulatory shift from the ERISA rules born in 1974 now extend a […]

Some advisors say that, given enough time, a dollar deducted is like a dollar saved. But so-called truisms borne of the wealth management industry are often […]