Escucha el podcast Offshore Tax with HTJ.tax

How PPLI Interacts with PFIC Taxation	Offshore Tax with HTJ.tax	01:58
Changing Investment Managers Under a PPLI Wrapper	Offshore Tax with HTJ.tax	02:00
Section 817(H) Diversification Rules and PPLIs	Offshore Tax with HTJ.tax	02:14
Understanding Tax Exposure on PPLI Death Benefits	Offshore Tax with HTJ.tax	01:41
Valuing Alternative Assets in PPLI	Offshore Tax with HTJ.tax	01:52
FATCA and CRS Reporting Requirements for PPLI	Offshore Tax with HTJ.tax	02:33
Using PPLI with Foreign Grantor Trusts	Offshore Tax with HTJ.tax	01:53
Domestic vs Offshore PPLI Fee Structures	Offshore Tax with HTJ.tax	02:23
PPLI and Foreign Income Tax Benefits	Offshore Tax with HTJ.tax	01:54
Investor Control Rules for Insurance Wrappers	Offshore Tax with HTJ.tax	02:20
Reporting Covered Gifts and Bequests	Offshore Tax with HTJ.tax	01:34
Section 2801: Determining Transfer Value	Offshore Tax with HTJ.tax	01:24
Section 2801: Identifying Covered Expatriates	Offshore Tax with HTJ.tax	01:28
Interaction of Section 2801 and US Gift/Estate Tax	Offshore Tax with HTJ.tax	01:27
Timing of Section 2801 Tax Liability	Offshore Tax with HTJ.tax	01:27
Mainland-Born Puerto Rico Residents and Estate Tax	Offshore Tax with HTJ.tax	01:20
Taxable Assets for Puerto Rico Domiciliaries	Offshore Tax with HTJ.tax	01:04
Estate Tax Rules for Puerto Rico Residents	Offshore Tax with HTJ.tax	01:01
Prorated Credit Calculation for Estate Tax	Offshore Tax with HTJ.tax	01:04
Estate tax treaties can boost the NRA exemption via a prorated unified credit—if conditions are met. ⚖️	Offshore Tax with HTJ.tax	01:07
NRA Estate Tax Exemption Explained	Offshore Tax with HTJ.tax	01:05
Domicile Explained for Green Card Holders	Offshore Tax with HTJ.tax	01:02
Estate Tax Residency Rules Simplified	Offshore Tax with HTJ.tax	00:59
Why Transfer Certificates Are Delayed	Offshore Tax with HTJ.tax	01:08
NRA Estate Filing Threshold Explained	Offshore Tax with HTJ.tax	01:10
What Is a Transfer Certificate?	Offshore Tax with HTJ.tax	01:08
Do IRS Training Materials Have Legal Authority?	Offshore Tax with HTJ.tax	01:12
When Withdrawn Cash Becomes Taxable	Offshore Tax with HTJ.tax	01:11
US Bank Transfers by NRAs: Taxable or Not?	Offshore Tax with HTJ.tax	01:15
Is Cash Tangible Property for Gift Tax?	Offshore Tax with HTJ.tax	01:14
US Gift Tax Rules for Non-Resident Aliens	Offshore Tax with HTJ.tax	01:21
Unresolved Issues Under Section 2801	Offshore Tax with HTJ.tax	00:45
Deducting Section 2801 Tax on Distributions	Offshore Tax with HTJ.tax	01:20
A Foreign Trust Electing To Be Treated As A Domestic Trust For Section 2801 Purposes	Offshore Tax with HTJ.tax	01:23
Powers of Appointment Under Section 2801	Offshore Tax with HTJ.tax	01:26
Covered Transfers to Trusts Explained under Sec 2801	Offshore Tax with HTJ.tax	01:24
Qualified Disclaimers Under Section 2801	Offshore Tax with HTJ.tax	01:23
Foreign-Situs Limits Under Section 2801	Offshore Tax with HTJ.tax	01:33
Spousal Exclusion Under Section 2801	Offshore Tax with HTJ.tax	01:45
Understanding Covered Gifts and Bequests	Offshore Tax with HTJ.tax	01:27

How PPLI Interacts with PFIC Taxation

Offshore Tax with HTJ.tax

01:58

Changing Investment Managers Under a PPLI Wrapper

Offshore Tax with HTJ.tax

02:00

Section 817(H) Diversification Rules and PPLIs

Offshore Tax with HTJ.tax

02:14

Understanding Tax Exposure on PPLI Death Benefits

Offshore Tax with HTJ.tax

01:41