Monthly Archives: March 2013

In the Money – Puerto Rican Hedge Funds

  Overview Every financial mediaoutlet (including Bloomberg and the Wall Street Journal)in the last several weeks has run an article on the possibility of billionaire hedge fund manager becoming a Puerto Rican resident. Having grown up in the Panama Canal … Continue reading

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Here is Something to Whistle About!- Reflections on the UBS Whistleblower

Tax Reduction and Deferral Strategies for Trial Attorneys – Part 6            I Overview Over the last few weeks I have been diligently outlining tax planning strategies for trial attorneys with contingent fee income. These strategies have … Continue reading

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Tax Reduction and Deferral Strategies for Trial Attorneys – Part 5

                         Structured Settlement Life Insurance – A Tax-Free Pension Plan  I Overview This installment is Part 5 of my series on a tax reduction and tax planning strategies for … Continue reading

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Tax Reduction and Deferral Strategies for Trial Attorneys – Part 4

The Trial Attorney’s Pension Plan   I Overview Part I of this series focused on tax reduction and deferral strategies for trial attorneys with contingent fee income using private placement variable deferred annuities in lieu of fixed annuities for structured … Continue reading

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Tax Reduction and Deferral Strategies for Trial Attorneys – Part 3

I Overview Part I of this series focused on tax reduction and deferral strategies for trial attorneys with contingent fee income using private placement variable deferred annuities in lieu of fixed annuities for structured settlement payments. Part 2 of this … Continue reading

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Tax Reduction and Deferral Strategies for Trial Attorneys – Part 2

I Overview Part I of this series focusing on tax reduction and deferral strategies for trial attorneys with contingent fee income examined the use of private placement variable deferred annuities in lieu of fixed annuities for structured settlement payments to … Continue reading

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Tax Reduction and Deferral Strategies for Trial Attorneys – Part 1

Overview  Trial attorneys are extremely vulnerable to changing tax landscape which is quickly becoming hostile territory The top federal bracket increased to 39.6 percent. Wealthy lawyers will face an additional 3.8 percent on investment income. Additionally, they will face 1-2 … Continue reading

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