Tax Planning During the Biden Administration
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