Tag: Variable universal life insurance

  • Paradise Found! For the Sale of a Capital Asset

    Paradise Found! – The Use of PPLI Planning in Income Realization Planning in the Sale of a Capital Asset I was at the PPLI conference in Boston a week and a half ago. Usually it is the same group of people saying the same things. However, this year was a little different. I have lived…

  • An American in Paris (or Shanghai or Tel Aviv) – Part 3

    How to retain your account in a Foreign Financial Institution A. Overview In my last installment, I discussed the benefits of a private placement insurance contract (life insurance or annuity) issued by a life insurer domiciled in Puerto Rico – Isla del Encanto – for Americans living overseas. Aside from providing tax-advantages, the Puerto Rican…

  • An American in Paris (or Shanghai or Tel Aviv) – Part 2

    Using Tax-Advantaged Investment to Minimize U.S. Tax Reporting Requirements (Legally!) Overview If you are an American living overseas, the walls are closing in on you quickly. If your foreign bank hasn’t already closed your account, don’t hold your breath because it is probably coming quickly. A large number of excellent articles have covered the implementation…