EWP, PPLI and Real Estate Investments for Non U.S. Persons

Private Placement Life Insurance, Expanded Worldwide Planning

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Real Estate Investments for Non U.S. Persons

Welcome to EWP Financial, where we explore the power of Expanded Worldwide Planning (EWP) and its impact on tax shield strategies. Today, we delve into the world of Private Placement Life Insurance (PPLI) and how it transforms the landscape of real estate investments for non-U.S. persons.

For non-U.S. persons seeking to invest in U.S. real estate, navigating through tax obstacles can be challenging. Issues such as U.S. income tax, capital gains tax, withholding tax, and estate tax often stand in their way. At EWP Financial, we offer a solution that mitigates these challenges: Private Placement Life Insurance combined with trusts and LLC elements.

Let’s take a closer look at the common obstacles non-U.S. persons encounter when investing in U.S. real estate. First, the Effectively Connected Income (ECI) rule treats rental income and gains from U.S. real estate as taxable for foreign investors. The Foreign Investment in Real Property Tax Act (FIRPTA) imposes significant taxes on dispositions of U.S. real property interests. Additionally, non-U.S. investors have to contend with regulatory concerns in their home jurisdictions.

At EWP Financial, we understand the significance of U.S. real estate investments by non-U.S. investors and the importance of finding viable solutions. PPLI emerges as a powerful tax shield tool that addresses these challenges.

By incorporating PPLI or a Private Placement Variable Annuity (PPVA) contract, non-U.S. investors gain significant advantages. These insurance solutions simplify or eliminate many tax issues, offering clients enhanced privacy and increased returns on their investments.

Client 1:

“Thanks to EWP Financial’s expertise in PPLI, I’ve been able to navigate complex tax regulations and maximize my returns from U.S. real estate investments.”

Client 2:

“EWP Financial’s use of PPLI has provided me with peace of mind and confidentiality in managing my assets.”

A quote from Michael Malloy, CLU, TEP, RFC. CEO and Founder:

“At EWP Financial, we strive to offer our clients unparalleled solutions that go beyond traditional structures. PPLI is an integral element that enables us to achieve outstanding results for our clients, helping them unlock the true potential of their investments while safeguarding their wealth.”

Are you a non-U.S. person looking to invest in U.S. real estate? Let EWP Financial be your guide. Contact us today to explore how Private Placement Life Insurance can be the game-changer for your financial future.