Podcast Episodes
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Real Estate Investments and UBTI Risks in PPLI
Episode 1988
Real estate is often viewed as an attractive asset class for long-term wealth accumulation. However, when integrating real estate into a Private Plac…
4 months, 1 week ago
Using PPLI to Hold Crypto Trusts
Episode 1987
Cryptocurrency presents a unique challenge for investors:
👉 Exceptional growth potential often comes with significant tax complexity.
Frequent trading,…
4 months, 1 week ago
Balancing Client Control and IRS Rules in PPLI
Episode 1986
One of the most challenging aspects of Private Placement Life Insurance (PPLI) planning is finding the balance between:
👉 Giving the client meaningful…
4 months, 1 week ago
Evaluating Financial Strength in PPLI Carriers
Episode 1985
When implementing a Private Placement Life Insurance (PPLI) strategy, selecting the right carrier is just as important as selecting the right investm…
4 months, 1 week ago
How PPLI Impacts Tax Loss Harvesting Strategies
Episode 1984
Tax-loss harvesting is a popular strategy in traditional investment portfolios.
Investors sell underperforming assets to:
✅ Realize capital losses
✅ Of…
4 months, 1 week ago
How PPLI Works Inside an Irrevocable Life Insurance Trust
Episode 1983
For many high-net-worth families, the objective is not simply growing wealth—
👉 It is transferring wealth to future generations with maximum tax effic…
4 months, 2 weeks ago
How PPLI Provides Tax-Efficient Living Benefits
Episode 1982
When most people think about life insurance, they focus on the:
👉 Death benefit
But many modern Private Placement Life Insurance (PPLI) policies can al…
4 months, 2 weeks ago
Liquidity Constraints in PPLI Investments
Episode 1981
Liquidity Constraints in PPLI Investments
One of the most important realities of
Private Placement Life Insurance (PPLI) is that it should generally b…
4 months, 2 weeks ago
How Domestic PPLI Simplifies International Tax Reporting
Episode 1980
Understanding PPLI Exit and Liquidity Strategy
A successful Private Placement Life Insurance (PPLI) strategy is not just about how the policy is funde…
4 months, 2 weeks ago
How Domestic PPLI Simplifies International Tax Reporting
Episode 1979
For internationally invested U.S. taxpayers, one of the greatest challenges is often not the tax itself—
👉 It’s the reporting.
Foreign accounts, offsho…
4 months, 2 weeks ago