Monthly Archives: August 2012

PPLI and PPVA 101 – A PRIMER

Private Placement Life Insurance and Annuities 101 – A Primer Overview For some inexplicable reason, life insurance and annuity products seem to confuse even the most gifted and intelligent attorneys and CPAs. I personally have never understood the reason for … Continue reading

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Attention All Cadets (and Midshipmen)! – Tax Planning Battle Plan for 2012 and Beyond

I  Overview  In case you have been in the trenches or out at Sea since the beginning of the year, here is what the tax landscape looks like going forward into 2013. The Bush tax cuts are due to expire … Continue reading

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