Tax Shield 1 - Episode 1 - Part 3 - The EWP Stories Video Series

The Expanded Worldwide Planning Stories Video Series – Part 3
Episode 1 – Tax Shield 1

Introduction

Welcome. Why strain to invent an asset structure that will very likely draw the attention of tax authorities, because of its convoluted and aggressive design? Why not use a financial tool that has been in use since Ancient Rome--life insurance? This will give you the best tax shield available today bar none.

Our story involves the failed attempt of George Allbright to use a conservation easement that produces an inflated tax deduction. George discovers when it’s almost too late why it's important to use a firmly established asset structure rather than one that will just get you in trouble with the IRS.
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~ by Michael Malloy CLU TEP RFC