Steven A. Horowitz

Partner

Steven A. Horowitz, JD, MBA, concentrates his practice on areas of income and transfer tax planning for closely held businesses and their shareholders, estate planning, business succession planning for business owners and their businesses, life insurance and asset protection planning including private placement life insurance, (PPLI), non-qualified deferred compensation planning, etc. Over 35 years he has combined the use of creative tax planning strategies with alternative asset investing in a tax-efficient manner while creating strategies and estate planning concepts with PPLI.

Tax

Tax planning with private placement life insurance

These policies create an excellent source for the payment of estate and other transfer taxes, as well as the augmentation of family income and wealth after the death of the senior generation.

By Steven A. Horowitz

January 4