Tag: IRS Audit

CRYPTO – PPLI and EWP – Episode 2 – The EWP Stories Video Series

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The Expanded Worldwide Planning Video Series

Cryptocurrency, Private Placement Life Insurance and Expanded Worldwide Planning

Video 2

INTRO

Welcome. In our first video of our series on crypto currencies we introduced you to our firm EWP Financial. In this video we continue with this topic, but first an important point: if you are new to asset structuring, you are probably thinking, well, EWP Financial seems like a good firm with plenty of experience, but what is EWP Financial going to do for my crypto currency? Why should I put my crypto into this type of asset structure?

by Michael Malloy, CLU TEP RFC.

CEO, Founder @EWP Financial

Michael Malloy-CLU-TEP

 

 

 

 

 

 

Tax Shield 1 – Episode 1 – Part 3 – The EWP Stories Video Series

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The Expanded Worldwide Planning Stories Video Series – Part 3 – Episode 1 – Tax Shield 1

Introduction
Welcome. Why strain to invent an asset structure that will very likely draw the attention of tax authorities, because of its convoluted and aggressive design? Why not use a financial tool that has been in use since Ancient Rome–life insurance? This will give you the best tax shield available today bar none.
Our story involves the failed attempt of George Allbright to use a conservation easement that produces an inflated tax deduction. George discovers when it’s almost too late why it’s important to use a firmly established asset structure rather than one that will just get you in trouble with the IRS.

by Michael Malloy, CLU TEP RFC.

CEO, Founder @EWP Financial

Michael Malloy-CLU-TEP