SECTION 79 PLANS SECTION 79 PLANS SECTION 79 PLANS SECTION 79 PLANS
  • ABOUT
  • SECTION 79 PLANS
    • Part I—What’s Wrong With Section 79 Plans
    • Part II: Lying to Employees to Implement Plans
    • Free Tax Planning Analysis
    • Section 79 Plan Rescue
  • BAD ADVISORS
  • REAL TAX PLANNING
  • CONTACT
SECTION 79 PLANS SECTION 79 PLANS
  • ABOUT
  • SECTION 79 PLANS
    • Part I—What’s Wrong With Section 79 Plans
    • Part II: Lying to Employees to Implement Plans
    • Free Tax Planning Analysis
    • Section 79 Plan Rescue
  • BAD ADVISORS
  • REAL TAX PLANNING
  • CONTACT

Get your tax questions answered here

One thing I’ve always enjoyed doing over the years is answering tax questions from both advisors and consumers.

Fielding questions is many times how I learn of new tax scams in the market.

If you have a question about qualified plans, Roth plans, defined benefit plans, captive insurance companies, Section 79 plans, leveraging plans, cash value life insurance, annuities, etc., etc., feel free to e-mail me at info@thewpi.org.

I am usually good about turning around answers within 24 hour.

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