All Videos
114 videos from Offshore Tax with HTJ Tax
2:04PPLI and Exit Tax Planning for Expatriation
4 views
2:12PPLI and Qualified Opportunity Zone Investments
36 views
2:06Real Estate Investments and UBTI Risks in PPLI
25 views
2:12Using PPLI to Hold Crypto Trusts
15 views
2:01Evaluating Financial Strength in PPLI Carriers
9 views
2:09How PPLI Impacts Tax Loss Harvesting Strategies
7 views
2:07How PPLI Works Inside an Irrevocable Life Insurance Trust
4 views
2:24How PPLI Provides Tax-Efficient Living Benefits
6 views
2:29Liquidity Constraints in PPLI Investments
12 views
2:12Understanding PPLI Exit and Liquidity Strategy
34 views
2:12How Domestic PPLI Simplifies International Tax Reporting
13 views
2:14PPLI MECs and Estate Planning Strategies
40 views
2:50Understanding Wrap Fees vs COI in PPLI
7 views
3:01IRS Investor Control Scrutiny in PPLI Structures
6 views
2:11How PPLI Helps Manage Appreciated Assets
20 views
2:20Using PPLI to Reduce Net Investment Income Tax
5 views
2:13PPLI as a Tax-Efficient Wrapper for Hedge Funds
6 views
2:13PPLI as the Next Frontier in Tax-Advantaged Wealth Growth
15 views
2:16Due Diligence Considerations Before Selecting a PPLI Carrier
7 views
2:01Using PPLI to Hold CFC Shares
5 views
2:13Insolvency Risks in PPLI Structures
10 views
2:17Tax Treatment of Loans vs Surrenders in PPLI
13 views
2:08Using PPLI for Multi-Generational Wealth Transfer
8 views
2:19Losing Accredited Status: What It Means for PPLI
6 views
2:01Premium Tax Variations in PPLI by Jurisdiction
6 views
2:09Liquidity Risks of Illiquid Assets in PPLI
6 views
2:08How PPLI Interacts with PFIC Taxation
11 views
2:01Changing Investment Managers Under a PPLI Wrapper
7 views
2:14Section 817(H) Diversification Rules and PPLIs
5 views
3:14Understanding Tax Exposure on PPLI Death Benefits
10 views
2:33FATCA and CRS Reporting Requirements for PPLI
32 views
2:23Domestic vs Offshore PPLI Fee Structures
132 views
2:20Investor Control Rules for Insurance Wrappers
28 views
7:54Why Mandatory Disclosure Rules Are Not Working
37 views
2:09Who Is Exempt from MDR Reporting?
37 views
3:57Who Must Report Under MDR?
24 views
2:57MDR and Portable Opaque Offshore Structures
37 views
7:01Understanding MDR Arrangements and Hallmarks
15 views
2:16What Is Reported Under MDR?
21 views
2:46MDR Penalties and Reporting Requirements
40 views
3:35Understanding MDR Hallmarks
16 views
2:58MDR Regulatory Frameworks Overview
36 views
3:32The Two Types of Mandatory Disclosure Rules
57 views
3:02The Purpose of Mandatory Disclosure Rules
54 views
2:48Mandatory Disclosure Rules Explained
66 views
8:25CRS Exemptions: Which Financial Institutions Don’t Report?
111 views
3:37CRS: Reporting vs. Non-Reporting FIs Explained
88 views
3:19CRS and Canadian Financial Institutions Explained
41 views
2:43Which Jurisdictions Require FI Supervision for CRS?
51 views
3:32Are Financial Institutions Always Regulated?
49 views
3:50Determining Financial Institution Location in CRS
59 views
5:06What Is a Financial Institution (FI) in CRS?
27 views
3:53Denaturalization and US Tax Implications
34 views
3:56Leaving France? Understand the Exit Tax
138 views
2:20Can High Net Worth Americans Avoid French Social Charges?
60 views
2:07IFI Mitigation for US Property Owners
21 views
2:47Mitigating the IFI Wealth Tax Before Moving to France
13 views
4:14Moving to France? Know the Real Estate Wealth Tax
30 views
19:33A Will is not Enough – “Trusts” Explained in Plain English
36 views
4:52Moving Funds Out of China - Privately
20 views
4:23China’s Restricted ODI Investments
15 views
2:24China’s Prohibited ODI Investments
16 views
2:35ODI Projects the Government Supports
16 views
3:30China’s 2018 ODI Rule Changes
21 views
4:41China’s Outbound Investment Rules
46 views
4:27ODI and Wealth Management Opportunities
31 views
3:27What Is China’s ODI Initiative?
40 views
6:29Hong Kong vs Switzerland: Look-Through Rules for Trust Equity Interests
38 views
2:24OECD CRS FAQ On Equity Interest Of A Financial Institution Held By A Financial Institution
15 views
3:46CRS Commentary on Financial Institutions Holding Equity Interests
23 views
2:38CRS Treatment of Financial Institutions as Equity Interest Holders
12 views
4:07Where Switzerland Misinterpreted the CRS Implementation Handbook
33 views
3:52The Core CRS / FATCA Principle: No Look-Through of Financial Institutions
45 views
6:55How Switzerland Misapplied CRS Look-Through Rules for Trusts
47 views
3:55Who Is An Equity Interest Holder Of A Trust Qualifying As A Reporting FI
46 views
6:33When Absence Doesn’t Break Residency
55 views
5:27Advice for Tax Advisors Going Forward
31 views
4:52Advising High-Net-Worth Individuals
71 views
3:46The Future of Taxation's Pillar Three
22 views
3:45Governments Targeting Digital Nomads
37 views
4:53The Expanding Definition of Private Income
21 views
2:30Wealth or Gift Taxes on Real Estate
15 views
6:02The Return of Wealth Taxes
28 views
5:23The Global Shift Toward Private Wealth Taxation
73 views
4:02Pillar One and Pillar Two Explained
180 views
12:23Why Custodial Institutions Are Not Look-Through Entities
50 views
6:50Custodial Institution Settles a Cook Islands Trust
42 views
8:19A Superior Structure to the Cook Islands Trust?
93 views
2:45Why Cook Islands Trusts Can Be Unsuccessful in U.S. Courts
77 views
4:35Contempt of Court Cases and Cook Islands Trusts
112 views
3:29Criticisms of Cook Islands Trusts
82 views
2:07How Cook Islands Trusts Protect Assets Like a Fortress
36 views
2:36Limitations of the Cook Islands Trust
108 views
2:34Who Typically Uses a Cook Islands Trust
55 views
4:09Cook Islands Trust: Core Asset Protection Features
44 views
2:46Cook Islands Trust: Key Asset Protection Benefits
41 views
2:11Why Are There So Many Vacant Properties in Portugal?
101 views
7:29Structuring Property Ownership to Minimize International Reporting
31 views
3:31Detailed Reporting: Information Exchanged on Immovable Property Assets
14 views
2:25Reciprocity in International Property Information Exchange Explained
20 views
7:22Why Only Readily Available Real Estate Information Is Collected and Exchanged
46 views
2:18Understanding the Exchange of Readily Available Real Estate Information
11 views
2:45The Legal Basis for Exchanging Real Estate Information Explained
22 views
3:37Origins of Real Estate Information Exchange: How the G20 Sparked Global Transparency
18 views
3:15Why Introduce Automatic Exchange of Information on Real Estate and Related Recurring Income?
24 views
6:34Three Reasons Governments Are Targeting The Wealthy And What Wealthy Families Should Do
49 views
2:20Power of Attorney Validity in the UAE
7 views
2:21UAE Probate Timelines: With vs. Without a Will
30 views
2:04How Often Should You Review Your Will in the UAE?
11 views
2:39Updating or Amending Your Will in the UAE
13 views
3:18What You Need to Register a Will in the UAE
12 views
2:50How Long Does It Take to Register a Will in the UAE?
24 views
2:01Assets Covered by a Will in the UAE
16 views
2:48When to Use a Power of Attorney in the UAE
45 views