After years of working in a boutique 1:1 fashion to secure a solid future for small business owners across America, the RPT is moving to a mainstream, household name. RPT's 100% track record on audits, appeals, and Federal and Tax Court litigation ensures the RPT is here to stay as the answer to tax-efficient life insurance planning.
As the RPT emerges victorious from IRS unlawful hassling, it will be the go-to alternative for privately held and Fortune 500 companies alike that are looking to attract and retain corporate talent in the most cost-effective way possible for executive compensation.
Traditional deferred compensation never offers current tax efficiency. Financial and insurance advisors along with carriers continue to repackage 162 bonus plans with fancy names that offer no immediate tax efficiency. Traditional Non-Qualified Deferred Compensation, governed under 409A, allows for a 100% corporate deduction when the executive picks up 100% of the contribution as income. Otherwise, the corporation eats the tax at the corporate rate and receives a future deduction when the executives pick up the income at 100%. I have seen these plans renamed over and over again since the 1990s.
Only with the RPT can a corporation legally take a 100% current tax deduction while the executive/insured only claims approximately 30-40% in the current tax year; generating immediate net deductions of 60-70%!
Please click the link below for more information on the RPT.
Restricted Property Trust (RPT): Concept Overview
Below is the link to the recent recording of the RPT's 2025 4th Quarter Webinar
Please contact us for a webinar to learn more about the next phase of the Restricted Property Trust.