International Financial Network
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It’s The International Financial Network....the network created to provide education on financial vehicles, financial strategies, and a user-friendly approach in the current economic times for the business owner to personal application. Your host is Ron Pullman, CEO of Pullman Financial Corporation. Each week, Ron and his co-host, Chris Shovlin, discuss insurance, investing, retirement, estate planning, wealth preservation, today’s economy and more.
To speak with Ron personally, call his office in Carnegie at 412 429-2070. See his company’s web site: http://www.pullmanfinancialcorp.com/index.cfm
Pullman Financial Corporation
1027 Campbells Run Rd
Carnegie, PA 15106-1902
Phone: 412-429-2070
Fax: 412-429-2077
E-Mail: pullmanfinancial@rpullman.com |
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IARFC Book Review
Private Split Dollar Strategies for Tax-Busting Solutions
Strategies Using Intentionally Defective Trusts
by Ronald V. Pullman
Ron Pullman’s new book has a long and descriptive title, Private Dollar Strategies for Tax-Busting Solutions Strategies Using Intentionally Defective Trusts. It is a deceptively small book, 66 pages and only 5 chapters. Yet the ideas are big ideas and the strategies are amazing. Ron has put together an easy to read summary of concepts he has used to become internationally well-known among celebrities, sports figures and the corporate super performers. Each chapter will give you a summary of a different case, for example Bob Meyer’s 21 million dollar dilemma. And each chapter details another strategy Ron has used. The book is not for every financial advisor and the concepts are most valuable for use with the very affluent clients. It is however an easy read and the examples are well laid out and instructive.
I learned about Private Split Dollar and third party Trust Administrators, why GRATS have problems and how IDGIT could address these short comings. If like me you don’t know about Intentionally Defective Grantor’s Irrevocable Trusts Ron Pullman’s book will inform and educate you.
For those looking for creative and effective out of the box solutions you need to read about Private Split Dollar Strategies.
It is available hard bound or paperback at Amazon or direct at:
888 795 4274
orders@xlibris.com
www.xlibris.com
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