The PPLI Library › Research
Tax Efficiency
U.S. tax research on qualifying insurance, investment income and the timing of transactions. Start with the tax-efficiency guide and the compliance framework. For a specific decision, see NIIT and policy access, QSBS before a stock sale or funding after a liquidity event. Identify the taxpayer, transaction and applicable year first. The linked articles distinguish policy rules from taxes arising outside the contract.
Tax Efficiency
Can You Move Appreciated Crypto Into PPLI?
October 8, 2026
Tax Efficiency
CRS and FATCA Reporting for PPLI: Who Reports What?
August 14, 2026
Tax Efficiency
Section 1202 QSBS and PPLI: Separate the Sale from Reinvestment
August 12, 2026
Tax Efficiency
PPLI and NIIT: When the 3.8% Tax Applies
July 29, 2026
Tax Efficiency
CARF and CRS 2.0: Crypto Reporting, Dates and PPLI
July 20, 2026
Tax Efficiency
OBBBA and PPLI: QSBS, Deductions and Estate Planning
July 20, 2026
Tax Efficiency
PPLI After a Liquidity Event: Tax, Cash and Funding
July 15, 2026
Tax Efficiency
The 2026 Senate PPLI Proposal: Rules, Risks and Status
July 8, 2026
Tax Efficiency
Family Office Tax Planning: PPLI and Asset Location
June 28, 2026
Tax Efficiency
PPLI Tax Rules: Sections 7702, 817(h) and MEC Tests
June 28, 2026
Tax Efficiency
After-Tax Returns: PPLI vs Direct Ownership
June 28, 2026
Tax Efficiency
Private Banking Switzerland: Fees, Safety and Selection
April 10, 2025
Tax Efficiency
Deferring Capital Gains Tax: US Options and PPLI Limits
April 10, 2025