Welcome. Oddly enough many of the tax benefits used in the sophisticated designs of Expanded Worldwide Planning, or EWP for short, are common to most life insurance policies. These tax benefits are:
- Tax-deferred growth of the cash value
- No capital gains tax
- No income tax
- The ability to access the cash value through tax-free loans, and
- A tax-free death benefit
In this video we meet Jack Newcastle, an attorney at the IRS. Jack is in the midst of auditing the very company that George Allbright is considering for his conservation easement. Jack’s nickname is ‘Jack the Shark.’ We learn how he earned this nickname, and why he has his current position at the IRS.
Our next video, reveals how Conservation for Nature achieves their inflated tax deductions. You will find out the very person who is most responsible for these inflated deductions, Jay Edwards. Jay is being pushed for larger and larger tax deductions at the cost of both his career and his health.
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The opinions expressed in this video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any financial structure, investment, or insurance product.