How private placement life insurance changes after-tax outcomes: deferral mechanics, IRC §7702 and §817(h) compliance, and planning before and after liquidity events.
PPLI and the Net Investment Income Tax: Strategies for Eliminating the 3.8% NIIT Surcharge
How PPLI eliminates the 3.8% Net Investment Income Tax on investment returnsRead More »CARF and CRS 2.0 Go Live: Planning in the Transparency Era
Crypto-asset reporting under CARF began January 1, 2026, alongside the upgraded CRSRead More »OBBBA Income Tax Planning for UHNW Families: What Changed
The OBBBA locked in the 37% top rate and 20% LTCG, expandedRead More »Tax Planning After a Liquidity Event: How PPLI Preserves Wealth for Founders and Entrepreneurs
How founders, entrepreneurs, and business owners use PPLI after IPOs, acquisitions, andRead More »The 2026 Senate PPLI Proposal: What It Says, What It Doesn’t, and What It Means for Sophisticated Families
Senator Wyden's 2026 PPLI proposal — S. 4279 — would deny federalRead More »Income Tax Planning for Family Offices: Integrating PPLI into the Tax and Investment Framework
How family offices use PPLI to eliminate tax drag on alternative investmentRead More »IRC Sections 7702 and 817(h): The Tax Compliance Framework That Governs Every PPLI Policy
A practitioner-level analysis of IRC Sections 7702 and 817(h) — the twoRead More »After-Tax Returns on Alternative Investments: The PPLI Advantage Across Asset Classes
A rigorous asset-class-by-asset-class comparison of after-tax returns inside PPLI versus taxable accountsRead More »Private Banking Switzerland: How It Works and What to Expect
The answer in 30 seconds. Swiss private banking offers institutional stability, lawfulRead More »
Deferring Taxes on Capital Gains: A Smart Approach
Most of what is written about deferring capital gains taxes implies thereRead More »
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