Committee Chairman Ron Wyden (D-Ore.) released the results of the 18-month investigation, which examined how PPLI policies are promoted to ultra-high-net-worth clients.
Senate probes $40B tax shelter in private placement life insurance financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
Democrats on the Senate Committee on Finance took aim at “private placement life insurance” (PPLI) in a report released Wednesday, saying the specialized plans amounted to tax breaks for the wealthiest Americans. The report, authored by Chair Ron Wyden (D-Ore.), argued that PPLI policies are promoted to “ultra-high net worth clients” to avoid billions of…
Senate probes $40B tax shelter in private placement life insurance accountingtoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from accountingtoday.com Daily Mail and Mail on Sunday newspapers.
Lombard rebrands as Axcelus Financial royalgazette.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from royalgazette.com Daily Mail and Mail on Sunday newspapers.