The document discusses the impact of potentially higher income taxes on charitable giving and introduces the concept of Private Placement Variable Annuities (PPVAs) as a solution. PPVAs allow individuals to maintain ownership and investment options for earmarked assets while deferring income taxation. The document also addresses challenges faced by U.S. clients residing abroad in structuring investments and suggests PPVAs as a potential solution.
doj/DataSet10/EFTA01454210.pdf
{"title":"FEATURE: INVESTMENTS","document_date":"December 2012","document_type":"other","reference_numbers":["DB-SDNY-0112191","SDNY_GM_00258375","EFTA01454210"]}