Schechter Wealth Managing Director, Aaron Hodari, Examines PPLI In a Recent Article For Trust & Estates

Aaron Hodari, CFP®, CIMA® | November 1, 2016

Schechter Wealth Managing Director, Aaron Hodari, CFP®, CIMA®, explores private placement life insurance in a recent article for Trust & Estates. PPLI offers access to Hedge Funds, MLP’s, and Mutual Fund investments in a tax-efficient structure. Private Placement can also eliminate tax-related filings. For many clients, Private Placement is the perfect vehicle to access traditionally tax-inefficient hedge funds and to shield traditional and alternative asset class investments from current period taxation.

Mr. Hodari works with the firm’s high net worth clients and leads Schechter’s efforts in the alternative investment and hedge fund space.  Mr. Hodari is a frequent speaker nationally and a subject matter expert in Private Placement Life Insurance and Premium Financing Strategies.

About Schechter Wealth

Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners, and CIMA® consultants have been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning.

The Schechter Wealth team provides all structuring, reporting and accounting services needed for the management of PPLI Investment Accounts.Our experienced firm of advisors and support teams can help you understand if you can take advantage of the tax benefits of PPLI. This tax strategy, for qualified high net worth individuals, involves properly structuring a life insurance policy to reduce the tax implications on select investment assets.

Written by:

Aaron Hodari, CFP®, CIMA®

Managing Director

Aaron Hodari, CFP, CIMA, is a Managing Director of Schechter Wealth. Aaron Hodari works with high net worth individuals, families, business owners, and their advisors to bring them institutional quality investment management and advanced financial planning solutions. Aaron heads the firm’s branch of Private Capital, including deal sourcing, due diligence, deal structuring, and market opportunity identification….