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1) Everything You Need to Know About ESOPs
Author:
Jacob Stein
Category:
Legal
ESOPs (employee stock ownership plans) have been around for over 30 years, with S corporation ESOPs since 1998. Many of us have heard of them, yawned, and changed the channel. So, in a couple of paragraphs, here is everything you need to know to sound intelligent at parties populated by tax geeks.According to the National Center for Employee Ownership, ESOPs hold almost $1 trillion of assets and cover one out of every twelve employees in the U.S. S corporation ESOP account for approxi...
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2) A Primer on Swiss Annuities
Author:
Jacob Stein
Category:
Legal
The universe of offshore tax planning and asset protection is large and complex. There are no "magic bullet" structures; instead there is a myriad of choices. The hallmark of a savvy practitioner is not only knowing of all the available options, but also knowing when to use which option for a particular client. Swiss annuities should be considered by all practitioners looking to confer significant tax and asset protection benefits on their clients.For tax purposes, variable Swiss annu...
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