Browse My Most Recent Articles

May 2, 2013
Upgrade your estate plan with the OBIT and the 412(e)(3)

March 27, 2013
Buy term and invest the difference — not anymore!

March 13, 2013
419 plans: A victory for the taxpayer in 2013 where the IRS was pinned

March 6, 2013
Optimal numbers in tax planning

February 20, 2013
Top 10 tax strategies for 2013

October 31, 2012
Captive insurance companies or 412(e)(3)?

October 4, 2012
Studying a paradox: When higher marginal tax rates helped the economy

September 11, 2012
The hidden cost of a 401(k) plan

August 2, 2012
3 recent Supreme Court decisions relating to retirement plans — How to eliminate a billion dollar mistake!

July 12, 2012
Could Civil War era fiscal policy erase the U.S. national debt?

June 19, 2012
Opportunities to sell annuities to qualified plans: The QLACS are coming

May 17, 2012
Is the rollover business start up technique legal?

May 3, 2012
The equity out retirement plan

April 16, 2012
Understanding Section 79 plans

April 4, 2012
Cross tested retirement plan: The future of tax and asset protection planning for small business owners

March 27, 2012
The 404(o) plan

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