Offshore Tax with HTJ.tax

Business & Economics Podcasts

- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore...

Episodes

Using PPLI for Multi-Generational Wealth Transfer

Losing Accredited Status: What It Means for PPLI

Premium Tax Variations in PPLI by Jurisdiction

Liquidity Risks of Illiquid Assets in PPLI

How PPLI Interacts with PFIC Taxation

Changing Investment Managers Under a PPLI Wrapper

Section 817(H) Diversification Rules and PPLIs

Understanding Tax Exposure on PPLI Death Benefits

Valuing Alternative Assets in PPLI

FATCA and CRS Reporting Requirements for PPLI

Using PPLI with Foreign Grantor Trusts

Domestic vs Offshore PPLI Fee Structures

PPLI and Foreign Income Tax Benefits

Investor Control Rules for Insurance Wrappers

Reporting Covered Gifts and Bequests

Section 2801: Determining Transfer Value

Section 2801: Identifying Covered Expatriates

Interaction of Section 2801 and US Gift/Estate Tax

Timing of Section 2801 Tax Liability

Mainland-Born Puerto Rico Residents and Estate Tax