We are pleased to offer a new structured payments plan that provides enhanced benefits as a result of its connection with an international life insurance company.  The materials that follow provide an overview of the powerful financial benefits available through programs sponsored by domestic insurance companies.   A discussion of the enhanced benefits available with programs sponsored by international insurance providers is available to qualified parties.

Structured Payment Programs

Illustration and Explanation

These program utilize principals found in Childs v. Commissioner, 103 T.C. 634

and in related cases and rulings.  

 Tax Court & Board of Tax Appeals Reported Decision

FUND DEFERRED COMPENSATION WITH TAX-DEDUCTIBLE DOLLARS

A new program allows deferred compensation to be funded with tax-deductible dollars, yet it allows the recognition of income to be deferred until the funds are collected by the beneficiary at specified future dates. Growth of the funds in the structured payments program is tax-deferred, also.  Income is guaranteed by an A+ insurer. 

Available to Attorneys, Accountants, Realtors, Brokers, Doctors,

and to Business Owners & Professionals. 

No minimum retirement or withdrawal age.

No minimum or maximum contribution.

No employee coverage requirements.

No ERISA requirements.

Payments that can be qualified for tax-deferred treatment:

Compensation payments to Sub-S owners, LLC members & Partners

Compensation & Promotional fees for athletes & entertainers

Professional fees for Attorneys, Doctors and Consultants

Real property sales or the sale of a business or practice

Sale of capital assets - long or short term

Taxable settlements and other payments

Commissions and bonus payments

Awards & Settlements

Illustration for Deferred Compensation Transactions

TREAT FUNDED TRANSACTIONS AS INSTALLMENT SALES

Our program allows funded transactions to qualify as installment sales, for growth in the program to be tax-deferred, and proceeds from the program to be treated as original proceeds.  This allows the growth attributed to the long-term gain portion of the transaction to be taxed as long-term gains rather than as ordinary income.  All proceeds are paid out with no interest component.

Illustration for Long-Term Gain Transactions