- Deferred Sales Trust? - Quatloos!
Re: Deferred Sales Trust? by Cathulhu » Sun Feb 26, 2012 8:02 pm A private letter ruling is just that--private When you say they don't publish it "because competitors might use it", you set off my bs detector Since the regs on section 1031 exchanges are pretty emphatic about NOT applying to trusts, this sounds like a giant steaming heap
- Salary Continuation Plans
A salary continuation plan is an agreement whereby the employer agrees to continue the employee's salary at retirement, death or, in some cases, disability A salary continuation plan differs from a deferred compensation plan
- Elisabeth Nolson, Universal Community Trust, absolute madness
Re: Elisabeth Nolson, Universal Community Trust, absolute madness by The Observer » Wed Mar 12, 2025 5:27 pm kanenas wrote: ↑ Wed Mar 12, 2025 12:24 pm further to my previous comment, it appears that none of the replies come from anyone with firsthand experience, rather people making assumptions about something that they appear not to
- Regulators to Warn of Annuity Abuses
Quatloos! Annuities, Variable Annuities, Annuity Planning, Variable Annuity, Annuity, Fraud, Unsuitable Investment, Insurance, Life Insurance, Death Benefit
- Stupid Private Annuity Tricks
The term "Private Annuity Trust" has become a part of the new lexicon of estate tax planning (as well as insurance and real estate sales seminars) However, there is no such thing as a "Private Annuity Trust" and it is no special species of trust anymore than a "Family Limited Partnership" is a special species of limited partnership
- Xelan Disability Insurance Trusts Examined
Xelan of San Diego is under investigation for selling tax shelters to physician groups nationwide
- Quatloos! Guide to Insurance
Life insurance basics, advanced products including private insurance for buy-sell agreements, split-dollar, key-person, deferred compensation plans and more
- FINAL JUDGMENT OF PERMANENT INJUNCTION - quatloos. com
(a) Organizing, promoting, marketing, or selling the "Employee Leasing and Foreign Deferred Compensation" program; (b) Making false statements that participation in the "Employee Leasing and Foreign Deferred Compensation" program will eliminate taxes on income in excess of consumption levels or will eliminate or defer capital gains taxes
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