Don has a relationship with a money manager who has done very well for Don with hedge funds and alternative investments. However, the investments generate a lot of taxable income for Don. Don came to CFG for a solution. CFG created an insurance dedicated fund inside of an insurance product and the investment advisor was approved as a fund manager by the life insurance company. New insurance on Don (in a new insurance trust) has been funded with loans from Don . The earnings on the cash values, are allocated to the investment advisor’s fund, and are not taxable to Don. Don’s polices are performing well and his investment advisor is managing the cash values.
CFG Business Solutions
Life Insurance Solutions Family Business Succession & Wealth Governance
CFG Business Solutions
Family Business Succession  

EVENTS

  • SPONSOR: ACF Tax and Legal Seminar, November 13, 2009

 

Previous Seminars

Mike Cohn has presented seminars for the following groups:

  • University Family Business Forums
  • Professional Groups
  • Continuing Legal Education
  • Community Foundations
  • Family Offices

Arizona State University Family Business Forum

Belmont University

Cornell University (Seeley Conference)

Goshen College

Indiana University

Kennesaw College Family Business Forum

Kings College Family Business Forum

Montana State University

North Carolina State University

Oregon State University

 spacer

Owner Managed Business Institute, Harvard (OMBI)

South Carolina University Family Business Forum

Southern Illinois University

St. Louis University

Texas A&M University

Thunderbird - The Garvin School of International Management

Tulane University

University of Alabama

University of Memphis

University of Pennsylvania

 spacer

University of San Diego

University of South Carolina

University of South Dakota

University of St. Thomas

University of Tennessee

University of Texas at El Paso

Virginia Commonwealth University Family Business Forum

Wichita State University Family Business Forum

American Bankers Association (ABA)

American Hotel & Motel Association

American Machine Tool Distributor Association (AMTD)

American Meat Institute

Association of Building Material Distributors

Association for High Technology Distribution (AHTD)

Inland Press Association

Institute for Scrap Recycling Industries (ISRI)

Miller Brewing Company

 spacer

National Association of Flour Distributors

National Association of Insurance and Financial Advisors (NAIFA)

National Association of Manufacturers (NAM)

National Association of Personal Financial Advisors (NAPFA)

National Electrical Contractors Association (NECA)

National Home Furnishings Association

National Lumber Hardwood Association

National Restaurant Association

 spacer

University of San Diego

Psychodynamics of Family Business

Society of American Florists

Southern Newspaper Publishers Association

Suburban Newspapers

Truswal Systems

Western Growers Association

Young Entrepreneur's Organization (YEO)

Young President's Organization (YPO)

Arizona State Bar

Attorneys for Family Held Enterprise (AFHE)

Minnesota Bar Association

Southern Arizona Tax & Estate Planning Forum

Southern California Tax & Estate Planning Forum

St. Louis Estate Planning Council

University of Miami Tax Institute, Heckerling Institute

Arizona Community Foundation

Community Foundation of Western North Carolina

Council on Foundations

Elkhart County Community Foundation

Jewish Community Foundation

Family Office Network (FON)

 
Case Study 1