Research
Tax Efficiency
How private placement life insurance changes after-tax outcomes: deferral mechanics, IRC §7702 and §817(h) compliance, and planning before and after liquidity events.
Tax Efficiency
CRS and FATCA Reporting for PPLI: Navigating Global Tax Transparency Within an Insurance Wrapper
August 14, 2026
Tax Efficiency
Section 1202 QSBS and PPLI: Coordinating the Two Most Powerful Tax Exclusions for Entrepreneurs
August 12, 2026
Tax Efficiency
PPLI and the Net Investment Income Tax: Strategies for Eliminating the 3.8% NIIT Surcharge
July 29, 2026
Tax Efficiency
CARF and CRS 2.0 Go Live: Planning in the Transparency Era
July 20, 2026
Tax Efficiency
OBBBA Income Tax Planning for UHNW Families: What Changed
July 20, 2026
Tax Efficiency
Tax Planning After a Liquidity Event: How PPLI Preserves Wealth for Founders and Entrepreneurs
July 15, 2026
Tax Efficiency
The 2026 Senate PPLI Proposal: What It Says, What It Doesn’t, and What It Means for Sophisticated Families
July 8, 2026
Tax Efficiency
Income Tax Planning for Family Offices: Integrating PPLI into the Tax and Investment Framework
June 28, 2026
Tax Efficiency
IRC Sections 7702 and 817(h): The Tax Compliance Framework That Governs Every PPLI Policy
June 28, 2026
Tax Efficiency
After-Tax Returns on Alternative Investments: The PPLI Advantage Across Asset Classes
June 28, 2026
Tax Efficiency
Private Banking Switzerland: How It Works and What to Expect
April 10, 2025
Tax Efficiency
Deferring Taxes on Capital Gains: A Smart Approach
April 10, 2025