Articles

We love to share our articles.  These articles are freely available to the public on the page called "Article Downloads." If you wish to download any of these articles simply fill in the contact form on the "Contact Us" page (first click "more . . ." above) and check the box to request a password to access the pdfs for download.

  • IFC Economic Report Big Debate: Propriety of Tax Planning  
  • 2014 Streamlined Offshore Filing Program Flow Chart (for the accompanying article go to the Blog page)

  • Nevis Entertains Amendments to its Business Corporations, LLC and Insurance Ordinances--Offshore Investment-- (explaining pending legislation in Nevis that will permit protected cell captive insurance companies utilizing a series LLC)

  • The ILIT Liability Minefield: Trustees’ and Counsels’ Risks--ABA Real Property, Trust and Estate Section--Fall 2010 (co-author)

  • The 419(e) Plan--Reports of its Death are Greatly Exaggerated--FSP Journal

  • New Version of 419 Plans--An Impending Train Wreck--FSP Journal
  • Calculating the Sec. 6707A Penalty: When a Return is Not The Return--Yari v. Commissioner

  • Keeping it All--Using Private Placement Life Insurance to Achieve Tax Free Investment Returns

  • To IDF or Not to IDF--MFA Reporter

  • Tax Planning with Private Placement Life Insurance--Asset Protection Journal

  • New Guidance on Investor Control Rule--Road Map or Roadblock?--Tax Notes

  • The Keyport Ruling and The Investor Control Rule--Might Makes Right?--Tax Notes

  • Webber: Are Insurance Dedicated Funds Superfluous?--Tax Notes July 20, 2015

Newsletters

IRS Wants Info on Your Captive Ins Co.--This Tells You What To Do
File Size: 455 kb
File Type: pdf
Download File
April 2011
File Size: 236 kb
File Type: pdf
Download File
july_2011.pdf
File Size: 259 kb
File Type: pdf
Download File
Nothing in this communication is intended to be legal advice of any nature.