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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
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
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
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
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
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, 1 week ago
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
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
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
Section 2801: Identifying Covered Expatriates
Episode 1949
One of the most difficult aspects of Section 2801 of the
Internal Revenue Code is not calculating the tax—it’s determining whether it applies at all.…
5 months, 2 weeks ago