November 2002
(Vol. 2 / No. 1)

In this issue:

• Welcome

• Section 412(i) Plans for Tax and Asset Protection Planning  The future for tax planning and asset protection planning with tax-qualified retirement plans looks bright.  I provide an overview of the Section 412(i) defined benefit plan, a particularly useful tax and asset protection planning tool.

• IRS Issues Ruling on Private Placement Life Insurance.  The IRS has issued Private Letter Ruling 200244001 dealing with private placement variable life insurance.  The ruling may require a change of plans for some insurers and policyowners. 

• Second Citizenship: Dominica's Economic Citizenship Program   More and more people from around the world, whether driven by tax motives, privacy motives or otherwise, are seeking second passports.  Read on as I review the second citizenship program offered by the Caribbean country of Dominica.  In the next issue of the Riser Report, I will review the economic citizenship program in St. Kitts & Nevis.

• Book Review: F'd Companies: Spectacular Dot-Com Flameouts   Reading F'd Companies is sort of the businessperson's equivalent of watching the Jerry Springer Show, but it's such a wickedly fun, quick and entertaining read about the spectacular greed and audacity of a hundred internet Dot-Bombs.

• Future Offshore Planner Arrives  Everett Riser arrives on February 26th, 2002 and soon afterward begins his tour of the finest offshore jurisdictions.  Pictures included!

View or download
The Riser Report November 2002 issue in Adobe Acrobat Format