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Derren Joseph @derren43

International Tax for Private Clients, Global Mobility & Cross Border Investors

Joined March 2009
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PPLI and Exit Tax Planning for Expatriation youtu.be/dEZ8Q6K2Uu8 PPLI may reduce exit tax exposure by valuing the policy—not necessarily the underlying assets. ⚖️
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PPLI vs Micro Captives: Tax Risk Trade-Offs youtu.be/cBU2QsG7l6A PPLI focuses on long-term tax deferral. Micro-captives focus on risk management—with higher audit scrutiny. ⚖️
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PPLI and Qualified Opportunity Zone Investments youtu.be/jA40ae0XJNk PPLI can add another layer of tax efficiency to Qualified Opportunity Zone investments. ⚖️
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Real Estate Investments and UBTI Risks in PPLI youtu.be/znnyhk7luIU Real estate inside PPLI isn’t always tax-free—UBTI can significantly reduce expected benefits. ⚖️
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Using PPLI to Hold Crypto youtu.be/GB0aA5PF2WQ PPLI can provide a tax-efficient wrapper for large crypto positions and active trading strategies. ⚖️
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Balancing Client Control and IRS Rules in PPLI youtu.be/gxKBPUQ5cVc PPLI works best when control and compliance are balanced—an independent RIA helps maintain both. ⚖️
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Evaluating Financial Strength in PPLI Carriers youtu.be/ciy8xUM3MQw Choosing a PPLI carrier starts with financial strength: ratings, capital ratios, and experience matter. ⚖️
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How PPLI Impacts Tax Loss Harvesting Strategies youtu.be/lzb1EEB8C7M Inside PPLI, tax-loss harvesting loses much of its value because gains are already tax-deferred. ⚖️
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How PPLI Works Inside an Irrevocable Life Insurance Trust youtu.be/6bxsGaCHmyk PPLI inside an ILIT can remove future growth and death benefits from the taxable estate. ⚖️
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How PPLI Provides Tax-Efficient Living Benefits youtu.be/OJBSmtA2JnU PPLI can provide tax-efficient living benefits through accelerated death benefit riders. ⚖️
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Liquidity Constraints in PPLI Investments youtu.be/vBpWkfJS1Ag PPLI is a long-term strategy—early exits can reduce value and trigger taxable income. ⚖️
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How Domestic PPLI Simplifies International Tax Reporting youtu.be/EiQlIsyW7HU PPLI exit strategy matters—surrender charges are often highest early and decline over time. ⚖️
How Domestic PPLI Simplifies International Tax Reporting youtu.be/EiQlIsyW7HU Domestic PPLI can simplify reporting by consolidating foreign assets into one insurance structure. ⚖️
PPLI MECs and Estate Planning Strategies youtu.be/O9dt70ZdZ-Y A PPLI policy classified as a MEC loses FIFO treatment—loans and withdrawals may become taxable. ⚖️
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Understanding Wrap Fees vs COI in PPLI youtu.be/tYXyT_IYTEo Wrap fees pay for investment management. COI pays for insurance protection. They are not the same. ⚖️
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IRS Investor Control Scrutiny in PPLI Structures youtu.be/r5r12Xw5jHg PPLI can help business owners manage appreciated assets while deferring tax on future growth. ⚖️
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How PPLI Helps Manage Appreciated Assets youtu.be/O5bUpY5ZMyM PPLI can help business owners manage appreciated assets while deferring tax on future growth. ⚖️
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Using PPLI to Reduce Net Investment Income Tax youtu.be/5yLxEIys7bw PPLI can help shield investment growth from annual taxation and the 3.8% NIIT. ⚖️
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PPLI as a Tax-Efficient Wrapper for Hedge Funds youtu.be/qRXPYbDicIQ PPLI can turn hedge fund and private equity gains into tax-deferred wealth accumulation. ⚖️
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PPLI as the Next Frontier in Tax-Advantaged Wealth Growth youtu.be/Tr8sJUU1vsA PPLI is emerging as a “Super Roth” for UHNW investors seeking tax-efficient wealth growth. ⚖️
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