Podcast Episodes

Section 817(H) Diversification Rules and PPLIs

Episode 1959

One of the most important compliance requirements for

Private Placement Life Insurance (PPLI) is often overlooked:

👉 The policy’s investments must be …

5 months, 1 week ago

View Episode

Understanding Tax Exposure on PPLI Death Benefits

Episode 1958

One of the most misunderstood aspects of

Private Placement Life Insurance (PPLI) is what happens at death.

Many assume:

“Life insurance proceeds are ta…

5 months, 1 week ago

View Episode

Valuing Alternative Assets in PPLI

Episode 1957

For Ultra-High-Net-Worth (UHNW) investors, some of the most tax-inefficient assets are also the most attractive:

• Private equity

• Hedge funds

• Vent…

5 months, 1 week ago

View Episode

FATCA and CRS Reporting Requirements for PPLI

Episode 1956

Private Placement Life Insurance (PPLI) can provide significant tax planning benefits—but it also comes with extensive international reporting obliga…

5 months, 1 week ago

View Episode

Using PPLI with Foreign Grantor Trusts

Episode 1955

Combining

Private Placement Life Insurance (PPLI) with a

Foreign Grantor Trust (FGT) has become an increasingly sophisticated strategy in internation…

5 months, 1 week ago

View Episode

Domestic vs Offshore PPLI Fee Structures

Episode 1954

When comparing domestic and offshore Private Placement Life Insurance (PPLI) structures, one of the biggest differences comes down to:

👉 Cost structur…

5 months, 1 week ago

View Episode

PPLI and Foreign Income Tax Benefits

Episode 1953

For internationally mobile individuals and U.S. taxpayers living abroad,

Private Placement Life Insurance (PPLI) has become one of the most discussed…

5 months, 2 weeks ago

View Episode

Investor Control Rules for Insurance Wrappers

Episode 1952

One of the most important principles governing private placement life insurance (PPLI) and insurance wrappers is this:

👉 The policyholder cannot effec…

5 months, 2 weeks ago

View Episode

Reporting Covered Gifts and Bequests

Episode 1951

Section 2801 of the

Internal Revenue Code doesn’t just impose tax—it also creates a dedicated reporting regime for U.S. recipients of transfers from …

5 months, 2 weeks ago

View Episode

Section 2801: Determining Transfer Value

Episode 1950

Once you’ve established that Section 2801 of the

Internal Revenue Code applies, the next critical step is:

👉 What is the transfer worth?

Because under …

5 months, 2 weeks ago

View Episode