July 2004

Launch of New Website for Winkelvoss Consultants
Winklevoss Consultants refreshes its corporate look with a newly designed website. With the help of independent consultants Tom Pratt and Tom Moran, and after months of preparation, Winklevoss Consultants is pleased to release its new corporate design, brochures,   and revised website.   The look is new but Winklevoss' philosophy has not changed; we continue to pride ourselves in client advocacy and the delivery and ongoing support of innovative financial products.

July 2004

IRS Issues Favorable Private Letter Ruling Confirming the Tax Deductibility of Charitable Contributions Managed Under the DMI Account Program.
Winklevoss Consultants today received a favorable private letter ruling from the IRS that confirms the tax deductibility, for both income tax and gift tax purposes, of charitable donations made and managed under the DMI Account Program methodology.    This ruling serves as an important validation of the underlying mechanics of the Program, and will provide considerable comfort to donors and nonprofit organizations using the DMI Account for management of their charitable gifts.    

April 2004

Winklevoss Consultants Launches Tandem - A New Solution for Private Companies
Winklevoss puts power of Corporate Owned Life Insurance (COLI) into the hands of shareholders of private companies. With the release of its patent pending Tandem program, Winklevoss Consultants has enabled shareholders of privately held companies to enjoy benefits once only available to publicly held corporations.   Call Brett Long at 203-861-5586 for more information.