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In 2014, I began the path towards practicing advanced Tax Planning on a full-time basis. Due to my experience in the financial services sector, I understand unique life insurance products and have access to attorneys that specialize in unique tax planning strategies. My practice is largely built around a portfolio of niche tax strategies - (1) Private Placement Life Insurance and Annuities (from A to Z); (2) Malta Pension Plans; (3) Customized Pooled Income Funds and charitab

For decades, inflation has been the least of investors’ concerns. But the golden era could be coming to an end. For investors in the U.S., inflation may sound like a relic from the distant past. Until recently, the last time inflation was near 5% was in 1990 (and it hasn’t been extremely high, around 10%, since Reagan was president).1 But there are some signs that inflation in the U.S. could return, in part because COVID-19 has had so many lingering effects on the global and