April 2023

PPLI as a Tax Minimization Tool and Wealth Transfer Strategy

PPLI, or Private Placement Life Insurance, is a wealth management strategy that combines the benefits of life insurance with those of private placement investments. It is often used as a tax minimization and wealth transfer strategy. Here’s how it works: With a PPLI policy, the policyholder invests in a private placement fund, which is typically […]

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The Truth About IRS Tax Resolution Firms

IRS tax resolution firms are companies that specialize in helping individuals and businesses resolve tax issues with the Internal Revenue Service (IRS). These firms typically offer services such as negotiating payment plans, reducing tax debt, and representing clients in IRS audits and collections. While some IRS tax resolution firms may provide legitimate and valuable services,

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Private Placement Life Insurance: A Way to Preserve Wealth

Private Placement Life Insurance (PPLI) is a type of life insurance policy that is designed for high-net-worth individuals who want to preserve and grow their wealth. PPLI policies are typically offered by insurance companies to a select group of wealthy clients and are not available to the general public. The primary objective of PPLI is

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