STEP Texas: Integrating PPLI into a Comprehensive Wealth Plan

Milan Solarz-Patel, Founder and Chief Tax Advisor of Auric LLC, will attend STEP Texas’ program “Integrating PPLI Into a Comprehensive Wealth Plan” on Wednesday, November 5, 2025, in Houston, TX from 1:00 p.m. to 7:30 p.m. at 3737 Buffalo Speedway, 6th Floor Conference Space.

With more than 20 years of experience, Milan focuses on trust and estate tax planning, entity structuring, and regulatory compliance for high-net-worth individuals, families, and multinational businesses. His work addresses cross-border tax issues, foreign reporting obligations, and U.S. tax reporting for foreign individuals and investors.

In Houston, Milan will focus on where PPLI fits within broader plans, including investor-control and diversification rules, Insurance Dedicated Funds, and common reporting touchpoints. If you will be on site, contact Milan at contact@auricllc.com and plan to connect with him during the afternoon sessions or at the reception for a focused conversation on practical, compliant structures for global families and closely held businesses.

More information about STEP Texas’ “Integrating PPLI Into a Comprehensive Wealth Plan” is here: https://www.eventcreate.com/e/step-texas-ppli-november-5